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
Apple IncAAPL$2.3MAddQ2 2024 13F$2M$186.49$325.89
AT&T IncT$1.9MAddQ2 2024 13F$2M$17.39$22.26
Newmont CorporationNEM$1.8MAddQ2 2024 13F$2M$40.89$90.29
Darling Ingredients Inc.DAR$-1.5MTrimQ2 2024 13F$1M$41.47$60.62
Robert Bruce (Bruce & Co) trim Unmapped 13F securityPORTFOLIO$28M224.5k sharesTrimQ2 2024 13F$1M$123.80--
Kodiak Sciences Inc.KOD$-1.2MTrimQ2 2024 13F$1M--$41.25
Robert Bruce (Bruce & Co) trim Unmapped 13F securityPORTFOLIO$16M152.3k sharesTrimQ2 2024 13F$1M$103.91--
LAVA Therapeutics N.V.LVTX$-1.2MTrimQ2 2024 13F$1M--$1.74
The Allstate CorporationALL$-1.2MTrimQ2 2024 13F$1M$166.81$253.58
Edap Tms S.a.EDAP$-1.1MTrimQ2 2024 13F$1M--$4.76
Duke Energy CorpDUK$910.7KAddQ2 2024 13F$911k$100.02$125.33
Robert Bruce (Bruce & Co) add Unmapped 13F securityPORTFOLIO$4M5M sharesAddQ2 2024 13F$650k$0.70--
Supernus Pharmaceuticals, Inc. - Common StockSUPN$-604.3KTrimQ2 2024 13F$604k--$48.21
Vicor CorporationVICR$600.4KAddQ2 2024 13F$600k--$214.70
SIRIUS XM HOLDINGS INCSIRIEUR$-585.7KTrimQ2 2024 13F$586k--$20.00
Caribou Biosciences, Inc.CRBU$-536.0KTrimQ2 2024 13F$536k--$1.66
WEC Energy Group, Inc.WEC$353.8KOtherQ2 2024 13F$354k$81.23$112.97
U-Haul Holding CompanyUHALB$-308.7KTrimQ2 2024 13F$309k--$53.06
Pfizer IncPFE$282.8KAddQ2 2024 13F$283k$27.53$25.05
Robert Bruce (Bruce & Co) trim Unmapped 13F securityPORTFOLIO$1M3.2M sharesTrimQ2 2024 13F$225k$0.40--
Robert Bruce (Bruce & Co) add Unmapped 13F securityPORTFOLIO$5M50k sharesAddQ2 2024 13F$213k$106.77--
908 Devices Inc.MASS$-163.9KTrimQ2 2024 13F$164k--$7.41
AmercoUHAL$-145.9KTrimQ2 2024 13F$146k$65.09$71.30
MannKind CorporationMNKD$134.6KAddQ2 2024 13F$135k$4.54$4.04
Archer-Daniels-Midland CompanyADM$-118.0KTrimQ2 2024 13F$118k$61.30$85.12
Personalis, Inc.PSNL$-96.0KTrimQ2 2024 13F$96k--$15.58
Xcel Energy Inc.XEL$94.6KAddQ2 2024 13F$95k$54.40$79.25
Avista CorporationAVA$-82.6KTrimQ2 2024 13F$83k--$42.31
Viatris Inc.VTRS$-70.1KTrimQ2 2024 13F$70k$11.05$16.68
FATE THERAPEUTICS INCFATE$-65.6KTrimQ2 2024 13F$66k--$2.73
Organon & CoOGN$63.0KAddQ2 2024 13F$63k--$13.49
Robert Bruce (Bruce & Co) add Unmapped 13F securityPORTFOLIO$687k100k sharesAddQ2 2024 13F$60k$6.87--
Robert Bruce (Bruce & Co) trim Unmapped 13F securityPORTFOLIO$1M15k sharesTrimQ2 2024 13F$43k$94.49--
CMS Energy CorpCMS$-17.8KTrimQ2 2024 13F$18k$60.53$74.03
Warner Bros. Discovery, Inc.WBD$-4.7KTrimQ2 2024 13F$4.7k$8.01$25.83
Xcel Energy Inc.XEL$-8.0MTrimQ1 2024 13F$8M$57.10$79.25
Robert Bruce (Bruce & Co) other Unmapped 13F securityPORTFOLIO$5M50k sharesOtherQ1 2024 13F$5M$102.52--
Robert Bruce (Bruce & Co) add Unmapped 13F securityPORTFOLIO$29M220.7k sharesAddQ1 2024 13F$5M$131.95--
U-Haul Holding CompanyUHALB$-4.9MTrimQ1 2024 13F$5M--$53.06
The Allstate CorporationALL$4.2MAddQ1 2024 13F$4M$157.85$253.58
AbbVie IncABBV$3.7MAddQ1 2024 13F$4M$172.34$253.30
Archer-Daniels-Midland CompanyADM$3.1MOtherQ1 2024 13F$3M$58.70$85.12
Robert Bruce (Bruce & Co) add Unmapped 13F securityPORTFOLIO$7M644k sharesAddQ1 2024 13F$2M$10.61--
LAVA Therapeutics N.V.LVTX$1.4MAddQ1 2024 13F$1M--$1.74
Edap Tms S.a.EDAP$1.1MAddQ1 2024 13F$1M--$4.76
Robert Bruce (Bruce & Co) add Unmapped 13F securityPORTFOLIO$19M293.6k sharesAddQ1 2024 13F$931k$63.91--
SIRIUS XM HOLDINGS INCSIRIEUR$-887.0KTrimQ1 2024 13F$887k--$20.00
AT&T IncT$788.0KAddQ1 2024 13F$788k$17.08$22.26
Kodiak Sciences Inc.KOD$787.1KAddQ1 2024 13F$787k--$41.25
Apple IncAAPL$-738.9KTrimQ1 2024 13F$739k$181.83$325.89
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