Investor Details
| Filer Name: | BRUCE & CO., INC. |
|---|---|
| CIK: | 1358331 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-11 |
| Number of Holdings: | 41 |
| Portfolio Value: | $0.31B |
Bruce & Co., Inc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| UHAL/B | US | U-HAUL HOLDING CO-NON VOTING | 467,000 | $30M | 9.60% | -8.0% | - |
| ALL | US | ALLSTATE CORP | 130,500 | $25M | 8.08% | - | - |
| ABBV | US | ABBVIE INC | 137,500 | $24M | 7.85% | -6.1% | - |
| 302571104 | - | NEXTERA ENERGY | 315,000 | $23M | 7.25% | -5.5% | - |
| 589331107 | - | MERCK & CO INC | 212,800 | $21M | 6.80% | -0.8% | - |
| DUK | US | DUKE ENERGY CORP | 195,816 | $21M | 6.77% | - | - |
| CMS | US | CMS ENERGY CORP | 286,000 | $19M | 6.12% | -7.7% | - |
| T | US | AT&T INC | 773,000 | $18M | 5.65% | -21.4% | - |
| ABT | US | ABBOTT LABORATORIES | 148,300 | $17M | 5.39% | -2.6% | - |
| AER | US | AERCAP HOLDINGS NV | 150,000 | $14M | 4.61% | 87.5% | - |
| XEL | US | XCEL ENERGY INC | 194,500 | $13M | 4.22% | -0.8% | - |
| AAPL | US | APPLE INC | 38,900 | $10M | 3.13% | -2.0% | - |
| IIIN | US | INSTEEL INDUSTRIES INC | 343,423 | $9M | 2.98% | - | - |
| AVA | US | AVISTA CORP | 201,500 | $7M | 2.37% | - | - |
| PFE | US | PFIZER INC | 271,900 | $7M | 2.32% | -1.6% | - |
| BG | US | BUNGE GLOBAL SA | 80,000 | $6M | 2.00% | - | - |
| UHAL | US | U-HAUL HOLDING CO | 73,900 | $5M | 1.64% | -1.6% | - |
| ADM | US | ARCHER-DANIELS-MIDLAND CO | 100,000 | $5M | 1.62% | - | - |
| DAR | US | DARLING INGREDIENTS INC | 141,000 | $5M | 1.53% | -29.9% | - |
| NEM | US | NEWMONT CORP | 100,000 | $4M | 1.20% | - | - |