Fund HoldingsBruce & Co., Inc.

Total Portfolio Value
$311.43M
Total Bought
$8.32M
Total Sold
$37.61M
Net Transaction
-$29.29M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
AerCap Holdings(AER)80,000150,000+70,0007,57814,3554.61%+6,777
Kodiak Sciences(KOD)423,000323,000-100,0001,1043,2141.03%+2,110
Eli Lilly(LLY)02,000+2,00001,5440.50%+1,544
Apple(AAPL)39,70038,900-8009,2509,7413.13%+491
Vicor(VICR)70,00070,00002,9473,3821.09%+435
Allstate(ALL)130,500130,500024,74925,1598.08%+410
Supernus(SUPN)82,10582,10502,5602,9690.95%+409
XEL Energy(XEL)196,000194,500-1,50012,79913,1334.22%+334
Viatris(VTRS)58,83358,279-5546837260.23%+43
Mannkind(MNKD)195,073195,07301,2211,2540.40%+34
Accelerate Diagnostic0001,2851,3170.42%+32
Acorda Theraputics0002002000.06%0
XM Sirius(SIRI)55,78455,78401,3191,2740.41%-45
WEC Energy(WEC)4,5093,945-5644343710.12%-63
908 Devices68,28668,28602371500.05%-87
Warner Bros. Discovery(WBD)11,8510-11,851980-98
RLI(RLI)22,40020,400-2,0003,4723,3631.08%-109
Organon(OGN)31,37031,200-1706004660.15%-135
Personalis(PSNL)300,000253,000-47,0001,6141,4620.47%-152
EDAP553,652553,65201,4121,2240.39%-188
Caribou Biosciences300,000250,000-50,0005883980.13%-190
Ashland15,00015,00001,3051,0720.34%-233
Avista(AVA)201,500201,50007,8087,3812.37%-427
Lava Theraputics771,874771,87401,2817330.24%-548
Abbott152,300148,300-4,00017,36416,7745.39%-590
Fate Theraputics350,000350,00001,2255780.19%-647
Uhaul75,10573,900-1,2055,8195,1061.64%-713
Pfizer(PFE)276,400271,900-4,5007,9997,2142.32%-786
Archer Daniels100,000100,00005,9745,0521.62%-922
IGM Bioscience100,000100,00001,6546110.20%-1,043
Insteel343,423343,423010,6779,2762.98%-1,401
Duke Energy(DUK)195,816195,816022,57821,0976.77%-1,480
Bunge(BG)80,00080,00007,7316,2212.00%-1,510
Newmont(NEM)100,000100,00005,3453,7221.20%-1,623
Bausch Health450,000171,000-279,0003,6721,3780.44%-2,294
Darling Ingredients(DAR)201,000141,000-60,0007,4694,7501.53%-2,719
CMS Energy(CMS)310,000286,000-24,00021,89519,0626.12%-2,833
Merck(MRK)214,500212,800-1,70024,35921,1696.80%-3,189
AT & T(T)984,000773,000-211,00021,64817,6015.65%-4,047
Abbvie(ABBV)146,500137,500-9,00028,93124,4347.85%-4,497
Nextera Energy333,300315,000-18,30028,17422,5827.25%-5,591
Uhaul B507,550467,000-40,55036,54429,9119.60%-6,632
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