Fund Holdings — Bruce & Co., Inc.

Total Portfolio Value
$349.66M
Total Bought
$8.51M
Total Sold
$5.62M
Net Transaction
+$2.90M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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Beta Bionics(BBNX)0550,700+550,70005,5181.58%+5,518
Nextera Energy310,300300,300-10,00024,91127,8927.98%+2,981
Merck(MRK)192,800192,800020,29423,1926.63%+2,898
Darling Ingredients(DAR)106,000106,00003,8166,5561.87%+2,740
Bunge(BG)70,00070,00006,2368,9042.55%+2,668
Chemours(CC)250,000250,00002,9485,5081.58%+2,560
Lyondellbasell
SHS - A -
60,00060,00002,5984,8341.38%+2,236
AT & T(T)523,000523,000012,99115,1624.34%+2,170
Apogee050,000+50,00001,6770.48%+1,677
Archer Daniels100,000100,00005,7497,2692.08%+1,520
CMS Energy(CMS)156,000156,000010,90912,1023.46%+1,193
Supernus(SUPN)82,105100,000+17,8954,0815,1691.48%+1,088
Kodiak Sciences(KOD)165,000145,000-20,0004,6135,5271.58%+914
Venture Global(VG)100,000100,00006821,5760.45%+894
Pfizer(PFE)271,900271,90006,7707,6352.18%+865
Newmont(NEM)100,000100,00009,98510,8253.10%+840
Duke Energy(DUK)155,816145,816-10,00018,26319,0935.46%+830
Insteel(IIIN)343,423343,423010,87611,6423.33%+766
Vicor(VICR)90,00065,000-25,0009,86410,4652.99%+601
Avista(AVA)201,500201,50007,7668,0882.31%+322
XCEL Energy(XEL)194,500184,500-10,00014,36614,6574.19%+291
Fate Theraputics(FATE)729,188789,188+60,0007179470.27%+231
EDAP(FOCL)438,652438,65201,4431,6320.47%+189
XM Sirius(SIRI)55,78455,78401,1151,2870.37%+172
Caribou Biosciences(CRBU)250,000250,00003984750.14%+78
Viatris(VTRS)58,27958,27907267870.23%+62
908 Devices(MASS)68,28668,28603594180.12%+59
WEC Energy(WEC)3,9453,94504164570.13%+41
Ashland15,00015,00008808340.24%-46
Bausch Health124,000124,00008626700.19%-192
Uhaul73,90073,90003,7253,5311.01%-194
RLI(RLI)40,80040,80002,6102,3270.67%-283
Eli Lilly(LLY)2,0002,00002,1491,8400.53%-310
Personalis(PSNL)233,000233,00001,8551,4840.42%-370
Allstate(ALL)125,500125,500026,12325,6457.33%-478
Mannkind(MNKD)195,073195,07301,1064780.14%-628
Apple(AAPL)38,90038,900010,5759,8722.82%-703
Uhaul B452,000452,000021,12620,1915.77%-936
AerCap Holdings(AER)183,500183,500026,38025,1737.20%-1,207
Abbvie(ABBV)122,500122,500027,99026,6437.62%-1,347
Abbott113,800113,800014,25811,6843.34%-2,574
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Bruce & Co., Inc. — 13F Holdings — Q1 2026 | TickerTrail