Fund HoldingsBruce & Co., Inc.

Total Portfolio Value
$286.58M
Total Bought
$3.94M
Total Sold
$28.79M
Net Transaction
-$24.85M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
Uhaul B557,700536,350-21,35029,21837,78013.18%+8,563
Darling Ingredients(DAR)70,000140,000+70,0003,6546,9782.43%+3,324
Insteel343,423343,423011,14813,1504.59%+2,002
Merck(MRK)220,700220,700022,72124,0618.40%+1,340
Uhaul70,80570,80503,8645,0841.77%+1,220
Abbott160,000150,000-10,00015,49616,5115.76%+1,015
Duke Energy(DUK)213,890203,890-10,00018,87819,7856.90%+908
Avista(AVA)201,500201,50006,5237,2022.51%+679
Kodiak Sciences(KOD)473,000473,00008511,4380.50%+587
XM Sirius(SIRI)557,843557,84302,5213,0511.06%+530
Personalis(PSNL)150,000300,000+150,0001826300.22%+449
908 Devices68,28668,28604557660.27%+311
Allstate(ALL)157,200127,200-30,00017,51417,8056.21%+292
Newmont(NEM)65,60065,60002,4242,7150.95%+291
Caribu Biosciences200,000200,00009561,1460.40%+190
Vicor(VICR)20,00030,000+10,0001,1781,3480.47%+170
Supernus(SUPN)82,10582,10502,2642,3760.83%+112
Fate Theraputics200,000143,000-57,0004245350.19%+111
Lava Theraputics771,874771,87401,1501,2200.43%+69
Viatris(VTRS)58,25258,25205816310.22%+50
Ashland15,00015,00001,2251,2650.44%+39
RLI(RLI)2,0002,00002722660.09%-6
Warner Bros. Discovery(WBD)11,85110,642-1,2091291210.04%-8
Organon(OGN)31,19031,19005414500.16%-92
Mannkind(MNKD)195,073195,07308067100.25%-96
Apple(AAPL)40,30035,100-5,2006,9006,7582.36%-142
IGM Bioscience120,00065,000-55,0001,0025400.19%-462
Acorda Theraputics0002,9252,4380.85%-487
CMS Energy(CMS)356,000316,000-40,00018,90718,3506.40%-557
AT & T(T)1,111,000961,000-150,00016,68716,1265.63%-562
Nextera Energy323,600293,600-30,00018,53917,8336.22%-706
EDAP553,652553,65203,8872,9231.02%-963
Accelerate Diagnostic0003,0551,9110.67%-1,144
XEL Energy(XEL)343,000293,000-50,00019,62618,3976.42%-1,230
Bausch Health850,000644,000-206,0006,9875,1651.80%-1,822
Abbvie(ABBV)163,000138,000-25,00024,29721,3867.46%-2,911
Paratek0008,4150-8,415
Pfizer(PFE)519,500268,500-251,00017,2327,7302.70%-9,502
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