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.
Performance
Estimated 1Y return chains four quarterly returns using each quarter's disclosed 13F holdings and available quarter-end prices from Mar 30, 2025, 8:00 PM EDT through Mar 30, 2026, 8:00 PM EDT. Unpriced positions are excluded, price coverage is shown, and a missing 13F period is treated as an empty disclosed portfolio. Adjusted prices are used when available. It is not an official fund return.