Fund HoldingsBruce & Co., Inc.

Total Portfolio Value
$311.83M
Total Bought
$8.36M
Total Sold
$14.15M
Net Transaction
-$5.79M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
AerCap Holdings(AER)150,000183,500+33,50014,35518,7486.01%+4,393
Chemours(CC)0200,000+200,00002,7060.87%+2,706
Abbvie(ABBV)137,500127,500-10,00024,43426,7148.57%+2,280
AT & T(T)773,000673,000-100,00017,60119,0326.10%+1,431
Newmont(NEM)100,000100,00003,7224,8281.55%+1,106
Avista(AVA)201,500201,50007,3818,4372.71%+1,056
Venture Global(VG)0100,000+100,00001,0300.33%+1,030
Abbott148,300133,800-14,50016,77417,7495.69%+974
Allstate(ALL)130,500125,500-5,00025,15925,9878.33%+828
XEL Energy(XEL)194,500194,500013,13313,7694.42%+636
Duke Energy(DUK)195,816175,816-20,00021,09721,4446.88%+347
908 Devices68,28668,28601503060.10%+156
Eli Lilly(LLY)2,0002,00001,5441,6520.53%+108
Accelerate Diagnostic0001,3171,3170.42%0
WEC Energy(WEC)3,9453,94503713710.12%0
Organon(OGN)31,20031,20004664650.15%-1
XM Sirius(SIRI)55,78455,78401,2741,2570.40%-17
Lava Theraputics771,874521,874-250,0007336630.21%-70
RLI(RLI)20,40040,800+20,4003,3633,2771.05%-85
Bunge(BG)80,00080,00006,2216,1141.96%-107
Vicor(VICR)70,00070,00003,3823,2751.05%-108
EDAP553,652553,65201,2241,0850.35%-138
Fate Theraputics350,000550,000+200,0005784350.14%-143
Caribou Biosciences250,000250,00003982280.07%-170
Ashland15,00015,00001,0728890.29%-183
Acorda Theraputics0002000-200
Viatris(VTRS)58,27958,27907265080.16%-218
Insteel343,423343,42309,2769,0322.90%-244
Archer Daniels100,000100,00005,0524,8011.54%-251
Nextera Energy315,000315,000022,58222,3307.16%-252
Bausch Health171,000171,00001,3781,1060.35%-272
Mannkind(MNKD)195,073195,07301,2549810.31%-273
Uhaul73,90073,90005,1064,8301.55%-276
Supernus(SUPN)82,10582,10502,9692,6890.86%-280
Pfizer(PFE)271,900271,90007,2146,8902.21%-324
Darling Ingredients(DAR)141,000141,00004,7504,4051.41%-345
IGM Bioscience100,000100,00006111150.04%-496
Personalis(PSNL)253,000253,00001,4628880.28%-574
Apple(AAPL)38,90038,90009,7418,6412.77%-1,100
CMS Energy(CMS)286,000226,000-60,00019,06216,9755.44%-2,087
Kodiak Sciences(KOD)323,000323,00003,2149080.29%-2,306
Merck(MRK)212,800202,800-10,00021,16918,2035.84%-2,966
Uhaul B467,000452,000-15,00029,91126,7498.58%-3,162
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