Fund HoldingsBruce & Co., Inc.

Total Portfolio Value
$301.50M
Total Bought
$8.64M
Total Sold
$13.69M
Net Transaction
-$5.05M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
Bunge(BG)050,000+50,00005,1261.70%+5,126
Merck(MRK)220,700220,700024,06129,1219.66%+5,061
Allstate(ALL)127,200127,200017,80522,0077.30%+4,201
Abbvie(ABBV)138,000138,000021,38625,1308.34%+3,744
Archer Daniels050,000+50,00003,1411.04%+3,141
Bausch Health644,000644,00005,1656,8332.27%+1,668
Lava Theraputics771,874771,87401,2202,5700.85%+1,351
EDAP553,652553,65202,9234,0691.35%+1,146
Nextera Energy293,600293,600017,83318,7646.22%+931
AT & T(T)961,000961,000016,12616,9145.61%+788
Kodiak Sciences(KOD)473,000423,000-50,0001,4382,2250.74%+787
CMS Energy(CMS)316,000316,000018,35019,0676.32%+717
Abbott150,000150,000016,51117,0495.65%+539
Fate Theraputics143,000143,00005351,0500.35%+515
Supernus(SUPN)82,10582,10502,3762,8010.93%+424
Acorda Theraputics0002,4382,8500.95%+413
Vicor(VICR)30,00045,000+15,0001,3481,7210.57%+373
Ashland15,00015,00001,2651,4610.48%+196
Mannkind(MNKD)195,073195,07307108840.29%+174
Organon(OGN)31,19031,19004505860.19%+137
IGM Bioscience65,00065,00005406270.21%+87
Viatris(VTRS)58,25258,25206316960.23%+65
RLI(RLI)2,0002,00002662970.10%+31
Darling Ingredients(DAR)140,000150,000+10,0006,9786,9772.31%-1
Insteel343,423343,423013,15013,1264.35%-24
Warner Bros. Discovery(WBD)10,64210,6420121930.03%-28
Duke Energy(DUK)203,890203,890019,78519,7186.54%-67
Caribu Biosciences200,000200,00001,1461,0280.34%-118
Avista(AVA)201,500201,50007,2027,0572.34%-145
Personalis(PSNL)300,000300,00006304470.15%-183
908 Devices68,28668,28607665160.17%-251
Pfizer(PFE)268,500268,50007,7307,4512.47%-279
Uhaul70,80570,80505,0844,7821.59%-302
Newmont(NEM)65,60065,60002,7152,3510.78%-364
Accelerate Diagnostic0001,9111,5100.50%-401
Apple(AAPL)35,10035,10006,7586,0192.00%-739
XM Sirius(SIRI)557,843557,84303,0512,1640.72%-887
Uhaul B536,350493,350-43,00037,78032,89710.91%-4,884
XEL Energy(XEL)293,000193,000-100,00018,39710,3743.44%-8,023
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