Robert Bruce

Bruce & Co

Robert Bruce manages Bruce & Co, a firm known for its strategic investments and thorough analysis of market opportunities. The firm has a diverse portfolio, with significant holdings in sectors like healthcare, utilities, and unclassified industries, reflecting a tactical approach to asset management. Bruce's latest disclosure record spans from August 9, 2024, to May 14, 2026, showcasing 326 filings with notable position increases and reductions, particularly in companies such as Darling Ingredients Inc. (DAR) and AT&T Inc. (T). The disclosed amounts range from $5.5 million to $23.2 million, with a largest move involving $7.6 million in AerCap Holdings N.V. (AER) on November 14, 2024.

History Trades

CompanyValueActionChangePriceLast Price
Viatris Inc.VTRS$-218.0KTrimQ1 2025 13F$218k$10.50$16.68
Robert Bruce (Bruce & Co) exit Unmapped 13F securityPORTFOLIO$-200.0KExitQ1 2025 13F$200k----
Robert Bruce (Bruce & Co) trim Unmapped 13F securityPORTFOLIO$889k15k sharesTrimQ1 2025 13F$183k$59.29--
Caribou Biosciences, Inc.CRBU$-170.0KTrimQ1 2025 13F$170k--$1.66
908 Devices Inc.MASS$155.7KAddQ1 2025 13F$156k--$7.41
FATE THERAPEUTICS INCFATE$-143.0KTrimQ1 2025 13F$143k--$2.73
Edap Tms S.a.EDAP$-138.4KTrimQ1 2025 13F$138k--$4.76
Eli Lilly and Company Common StockLLY$107.8KAddQ1 2025 13F$108k$832.09$1,163.08
Vicor CorporationVICR$-107.8KTrimQ1 2025 13F$108k--$214.70
Robert Bruce (Bruce & Co) trim Unmapped 13F securityPORTFOLIO$6M80k sharesTrimQ1 2025 13F$107k$76.42--
RLI Corp. Common Stock (RLI)RLI$-85.1KTrimQ1 2025 13F$85k$80.33$58.05
LAVA Therapeutics N.V.LVTX$-70.5KTrimQ1 2025 13F$71k--$1.74
SIRIUS XM HOLDINGS INCSIRIEUR$-16.6KTrimQ1 2025 13F$17k--$20.00
Organon & CoOGN$-936TrimQ1 2025 13F$936$14.79$13.49
AerCap Holdings NVAER$6.8MAddQ4 2024 13F$7M$95.92$148.03
U-Haul Holding CompanyUHALB$-6.6MTrimQ4 2024 13F$7M--$53.06
Robert Bruce (Bruce & Co) trim Unmapped 13F securityPORTFOLIO$23M315k sharesTrimQ4 2024 13F$6M$71.69--
AbbVie IncABBV$-4.5MTrimQ4 2024 13F$4M$183.86$253.30
AT&T IncT$-4.0MTrimQ4 2024 13F$4M$22.51$22.26
Robert Bruce (Bruce & Co) trim Unmapped 13F securityPORTFOLIO$21M212.8k sharesTrimQ4 2024 13F$3M$99.48--
CMS Energy CorpCMS$-2.8MTrimQ4 2024 13F$3M$68.80$74.03
Darling Ingredients Inc.DAR$-2.7MTrimQ4 2024 13F$3M$37.80$60.62
Robert Bruce (Bruce & Co) trim Unmapped 13F securityPORTFOLIO$1M171k sharesTrimQ4 2024 13F$2M$8.06--
Kodiak Sciences Inc.KOD$2.1MAddQ4 2024 13F$2M--$41.25
Newmont CorporationNEM$-1.6MTrimQ4 2024 13F$2M$45.58$90.29
Eli Lilly and Company Common StockLLY$1.5MOtherQ4 2024 13F$2M$828.01$1,163.08
Robert Bruce (Bruce & Co) trim Unmapped 13F securityPORTFOLIO$6M80k sharesTrimQ4 2024 13F$2M$77.76--
Duke Energy CorpDUK$-1.5MTrimQ4 2024 13F$1M$113.29$125.33
INSTEEL INDUSTRIES INCIIIN$-1.4MTrimQ4 2024 13F$1M--$30.02
Robert Bruce (Bruce & Co) trim Unmapped 13F securityPORTFOLIO$611k100k sharesTrimQ4 2024 13F$1M$6.11--
Archer-Daniels-Midland CompanyADM$-922.0KTrimQ4 2024 13F$922k$54.10$85.12
Pfizer IncPFE$-785.5KTrimQ4 2024 13F$786k$27.12$25.05
AmercoUHAL$-713.4KTrimQ4 2024 13F$713k$72.51$71.30
FATE THERAPEUTICS INCFATE$-647.5KTrimQ4 2024 13F$648k--$2.73
Robert Bruce (Bruce & Co) trim Unmapped 13F securityPORTFOLIO$17M148.3k sharesTrimQ4 2024 13F$590k$113.11--
LAVA Therapeutics N.V.LVTX$-548.0KTrimQ4 2024 13F$548k--$1.74
Apple IncAAPL$491.2KAddQ4 2024 13F$491k$235.68$325.89
Vicor CorporationVICR$435.4KAddQ4 2024 13F$435k--$214.70
Avista CorporationAVA$-427.2KTrimQ4 2024 13F$427k--$42.31
The Allstate CorporationALL$409.8KAddQ4 2024 13F$410k--$253.58
Supernus Pharmaceuticals, Inc. - Common StockSUPN$408.9KAddQ4 2024 13F$409k--$48.21
Xcel Energy Inc.XEL$333.8KAddQ4 2024 13F$334k$67.07$79.25
Robert Bruce (Bruce & Co) trim Unmapped 13F securityPORTFOLIO$1M15k sharesTrimQ4 2024 13F$233k$71.46--
Caribou Biosciences, Inc.CRBU$-190.5KTrimQ4 2024 13F$191k--$1.66
Edap Tms S.a.EDAP$-188.2KTrimQ4 2024 13F$188k--$4.76
Personalis, Inc.PSNL$-151.7KTrimQ4 2024 13F$152k--$15.58
Organon & CoOGN$-134.6KTrimQ4 2024 13F$135k--$13.49
RLI Corp. Common Stock (RLI)RLI$-109.0KTrimQ4 2024 13F$109k--$58.05
Warner Bros. Discovery, Inc.WBD$-97.8KExitQ4 2024 13F$98k$9.29$25.83
908 Devices Inc.MASS$-86.7KTrimQ4 2024 13F$87k--$7.41
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