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
WEC Energy Group, Inc.WEC$-62.7KTrimQ4 2024 13F$63k$96.96$112.97
SIRIUS XM HOLDINGS INCSIRIEUR$-45.4KTrimQ4 2024 13F$45k--$20.00
Viatris Inc.VTRS$42.5KAddQ4 2024 13F$43k$12.29$16.68
MannKind CorporationMNKD$33.6KAddQ4 2024 13F$34k$6.71$4.04
Robert Bruce (Bruce & Co) add Unmapped 13F securityPORTFOLIO$1M3.3M sharesAddQ4 2024 13F$32k$0.40--
AerCap Holdings NVAER$7.6MOtherQ3 2024 13F$8M$93.71$148.03
Robert Bruce (Bruce & Co) add Unmapped 13F securityPORTFOLIO$28M333.3k sharesAddQ3 2024 13F$5M$84.53--
U-Haul Holding CompanyUHALB$4.0MAddQ3 2024 13F$4M--$53.06
The Allstate CorporationALL$3.9MAddQ3 2024 13F$4M--$253.58
Robert Bruce (Bruce & Co) trim Unmapped 13F securityPORTFOLIO$24M214.5k sharesTrimQ3 2024 13F$3M$113.56--
Robert Bruce (Bruce & Co) trim Unmapped 13F securityPORTFOLIO$200k5M sharesTrimQ3 2024 13F$3M$0.04--
Archer-Daniels-Midland CompanyADM$3.0MAddQ3 2024 13F$3M$60.96$85.12
CMS Energy CorpCMS$2.8MAddQ3 2024 13F$3M$65.62$74.03
AT&T IncT$2.8MAddQ3 2024 13F$3M$19.90$22.26
Robert Bruce (Bruce & Co) add Unmapped 13F securityPORTFOLIO$8M80k sharesAddQ3 2024 13F$2M$96.64--
Xcel Energy Inc.XEL$2.3MAddQ3 2024 13F$2M$59.31$79.25
Darling Ingredients Inc.DAR$2.0MAddQ3 2024 13F$2M$37.16$60.62
Duke Energy CorpDUK$1.9MAddQ3 2024 13F$2M$111.30$125.33
Edap Tms S.a.EDAP$-1.6MTrimQ3 2024 13F$2M--$4.76
Robert Bruce (Bruce & Co) add Unmapped 13F securityPORTFOLIO$17M152.3k sharesAddQ3 2024 13F$2M$114.01--
Personalis, Inc.PSNL$1.3MAddQ3 2024 13F$1M$4.12$15.58
AbbVie IncABBV$1.2MAddQ3 2024 13F$1M$186.63$253.30
AmercoUHAL$1.2MAddQ3 2024 13F$1M$68.37$71.30
Newmont CorporationNEM$1.2MAddQ3 2024 13F$1M$49.68$90.29
Robert Bruce (Bruce & Co) add Unmapped 13F securityPORTFOLIO$2M100k sharesAddQ3 2024 13F$967k$16.54--
Apple IncAAPL$888.5KAddQ3 2024 13F$888k$223.32$325.89
Avista CorporationAVA$834.2KAddQ3 2024 13F$834k--$42.31
Vicor CorporationVICR$625.8KAddQ3 2024 13F$626k--$214.70
Supernus Pharmaceuticals, Inc. - Common StockSUPN$363.7KAddQ3 2024 13F$364k--$48.21
RLI Corp. Common Stock (RLI)RLI$320.1KAddQ3 2024 13F$320k--$58.05
Pfizer IncPFE$265.3KAddQ3 2024 13F$265k$29.17$25.05
SIRIUS XM HOLDINGS INCSIRIEUR$-259.4KTrimQ3 2024 13F$259k--$20.00
FATE THERAPEUTICS INCFATE$241.0KAddQ3 2024 13F$241k--$2.73
MannKind CorporationMNKD$202.4KAddQ3 2024 13F$202k$5.75$4.04
Robert Bruce (Bruce & Co) trim Unmapped 13F securityPORTFOLIO$4M450k sharesTrimQ3 2024 13F$162k$8.16--
908 Devices Inc.MASS$-114.7KTrimQ3 2024 13F$115k--$7.41
Robert Bruce (Bruce & Co) trim Unmapped 13F securityPORTFOLIO$1M15k sharesTrimQ3 2024 13F$113k$86.97--
Kodiak Sciences Inc.KOD$110.0KAddQ3 2024 13F$110k--$41.25
LAVA Therapeutics N.V.LVTX$-108.1KTrimQ3 2024 13F$108k--$1.74
Caribou Biosciences, Inc.CRBU$96.0KAddQ3 2024 13F$96k--$1.66
WEC Energy Group, Inc.WEC$79.9KAddQ3 2024 13F$80k$88.62$112.97
Viatris Inc.VTRS$57.7KAddQ3 2024 13F$58k$11.54$16.68
Organon & CoOGN$-49.3KTrimQ3 2024 13F$49k--$13.49
INSTEEL INDUSTRIES INCIIIN$44.6KAddQ3 2024 13F$45k--$30.02
Warner Bros. Discovery, Inc.WBD$9.6KAddQ3 2024 13F$9.6k$7.81$25.83
Robert Bruce (Bruce & Co) add Unmapped 13F securityPORTFOLIO$24M333.3k sharesAddQ2 2024 13F$5M$70.81--
Robert Bruce (Bruce & Co) trim Unmapped 13F securityPORTFOLIO$4M550k sharesTrimQ2 2024 13F$3M$6.97--
RLI Corp. Common Stock (RLI)RLI$2.9MAddQ2 2024 13F$3M--$58.05
AbbVie IncABBV$2.6MAddQ2 2024 13F$3M$165.65$253.30
INSTEEL INDUSTRIES INCIIIN$-2.5MTrimQ2 2024 13F$2M--$30.02
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