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.

Biggest Wins

PositionReported PriceLast PriceEst. P/LReturnEst. Value
Personalis, Inc.PSNL · Q1 2026$6.37$15.58+$2M+144.6%$4M
FATE THERAPEUTICS INCFATE · Q1 2026$1.20$2.73+$1M+127.5%$2M
Beta Bionics, Inc.BBNX · Q1 2026$10.02$16.90+$4M+68.7%$9M
MannKind CorporationMNKD · Q1 2026$2.45$4.04+$310k+64.9%$788k
AmercoUHAL · Q1 2026$47.78$71.30+$2M+49.2%$5M
Vicor CorporationVICR · Q1 2026$161.00$214.70+$3M+33.4%$14M
Apple IncAAPL · Q1 2026$253.79$327.50+$3M+29%$13M
Edap Tms S.a.EDAP · Q1 2026$3.72$4.76+$454k+27.8%$2M
Eli Lilly and Company Common StockLLY · Q1 2026$919.77$1,156.63+$474k+25.8%$2M
The Allstate CorporationALL · Q1 2026$204.34$253.58+$6M+24.1%$32M
Viatris Inc.VTRS · Q1 2026$13.51$16.68+$185k+23.5%$972k
Apogee Enterprises, Inc.APOG · Q1 2026$33.54$41.03+$375k+22.3%$2M
908 Devices Inc.MASS · Q1 2026$6.12$7.41+$88k+21.1%$506k
U-Haul Holding CompanyUHALB · Q1 2026$44.67$53.06+$4M+18.8%$24M
Archer-Daniels-Midland CompanyADM · Q1 2026$72.69$85.12+$1M+17.1%$9M
AbbVie IncABBV · Q1 2026$217.49$244.22+$3M+12.3%$30M
Kodiak Sciences Inc.KOD · Q1 2026$38.12$41.25+$454k+8.21%$6M
AerCap Holdings NVAER · Q1 2026$137.18$148.03+$2M+7.91%$27M
Avista CorporationAVA · Q1 2026$40.14$42.31+$437k+5.41%$9M
RLI Corp. Common Stock (RLI)RLI · Q1 2026$57.04$58.05+$41k+1.77%$2M