Filed: 5/14/2025ACC: 0001104659-25-048350
📋 What this filing means
BRUCE & CO., INC. filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $311.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$311.83M
Total AUM (reported)
11.10M
Total Shares
Allocation by class
COMMON$310.51M99.6%
CV 5.0%$1.32M0.4%
Portfolio Concentration
Top 3$79.45M25.5%
4–10$134.48M43.1%
11–25$85.34M27.4%
Rest$12.55M4.0%
Top 3 weight
25.5%
Top 10 weight
68.6%
Voting Authority Distribution
Total shares with voting rights: 11.10M
Sole
Full voting authority
11.10M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole42
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings42
Rows:
Uhaul B
SOLEShares452K
TypeSH
Market value$26.75M
8.58%
Sole
452K
Shared
0.00
None
0.00
Abbvie
SOLEShares127.50K
TypeSH
Market value$26.71M
8.57%
Sole
127.50K
Shared
0.00
None
0.00
Allstate
SOLEShares125.50K
TypeSH
Market value$25.99M
8.33%
Sole
125.50K
Shared
0.00
None
0.00
Nextera Energy
SOLEShares315K
TypeSH
Market value$22.33M
7.16%
Sole
315K
Shared
0.00
None
0.00
Duke Energy
SOLEShares175.82K
TypeSH
Market value$21.44M
6.88%
Sole
175.82K
Shared
0.00
None
0.00
AT & T
SOLEShares673K
TypeSH
Market value$19.03M
6.10%
Sole
673K
Shared
0.00
None
0.00
AerCap Holdings
SOLEShares183.50K
TypeSH
Market value$18.75M
6.01%
Sole
183.50K
Shared
0.00
None
0.00
Merck
SOLEShares202.80K
TypeSH
Market value$18.20M
5.84%
Sole
202.80K
Shared
0.00
None
0.00
Abbott
SOLEShares133.80K
TypeSH
Market value$17.75M
5.69%
Sole
133.80K
Shared
0.00
None
0.00
CMS Energy
SOLEShares226K
TypeSH
Market value$16.97M
5.44%
Sole
226K
Shared
0.00
None
0.00
XEL Energy
SOLEShares194.50K
TypeSH
Market value$13.77M
4.42%
Sole
194.50K
Shared
0.00
None
0.00
Insteel
SOLEShares343.42K
TypeSH
Market value$9.03M
2.90%
Sole
343.42K
Shared
0.00
None
0.00
Apple
SOLEShares38.90K
TypeSH
Market value$8.64M
2.77%
Sole
38.90K
Shared
0.00
None
0.00
Avista
SOLEShares201.50K
TypeSH
Market value$8.44M
2.71%
Sole
201.50K
Shared
0.00
None
0.00
Pfizer
SOLEShares271.90K
TypeSH
Market value$6.89M
2.21%
Sole
271.90K
Shared
0.00
None
0.00
Bunge
SOLEShares80K
TypeSH
Market value$6.11M
1.96%
Sole
80K
Shared
0.00
None
0.00
Uhaul
SOLEShares73.90K
TypeSH
Market value$4.83M
1.55%
Sole
73.90K
Shared
0.00
None
0.00
Newmont
SOLEShares100K
TypeSH
Market value$4.83M
1.55%
Sole
100K
Shared
0.00
None
0.00
Archer Daniels
SOLEShares100K
TypeSH
Market value$4.80M
1.54%
Sole
100K
Shared
0.00
None
0.00
Darling Ingredients
SOLEShares141K
TypeSH
Market value$4.40M
1.41%
Sole
141K
Shared
0.00
None
0.00
RLI
SOLEShares40.80K
TypeSH
Market value$3.28M
1.05%
Sole
40.80K
Shared
0.00
None
0.00
Vicor
SOLEShares70K
TypeSH
Market value$3.27M
1.05%
Sole
70K
Shared
0.00
None
0.00
Chemours
SOLEShares200K
TypeSH
Market value$2.71M
0.87%
Sole
200K
Shared
0.00
None
0.00
Supernus
SOLEShares82.11K
TypeSH
Market value$2.69M
0.86%
Sole
82.11K
Shared
0.00
None
0.00
Eli Lilly
SOLEShares2K
TypeSH
Market value$1.65M
0.53%
Sole
2K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Uhaul BSOLE | Common | 452K | SH | $26.75M 8.58% | 452K | 0.00 | 0.00 |
AbbvieSOLE | Common | 127.50K | SH | $26.71M 8.57% | 127.50K | 0.00 | 0.00 |
AllstateSOLE | Common | 125.50K | SH | $25.99M 8.33% | 125.50K | 0.00 | 0.00 |
Nextera EnergySOLE | Common | 315K | SH | $22.33M 7.16% | 315K | 0.00 | 0.00 |
Duke EnergySOLE | Common | 175.82K | SH | $21.44M 6.88% | 175.82K | 0.00 | 0.00 |
AT & TSOLE | Common | 673K | SH | $19.03M 6.10% | 673K | 0.00 | 0.00 |
AerCap HoldingsSOLE | Common | 183.50K | SH | $18.75M 6.01% | 183.50K | 0.00 | 0.00 |
MerckSOLE | Common | 202.80K | SH | $18.20M 5.84% | 202.80K | 0.00 | 0.00 |
AbbottSOLE | Common | 133.80K | SH | $17.75M 5.69% | 133.80K | 0.00 | 0.00 |
CMS EnergySOLE | Common | 226K | SH | $16.97M 5.44% | 226K | 0.00 | 0.00 |
XEL EnergySOLE | Common | 194.50K | SH | $13.77M 4.42% | 194.50K | 0.00 | 0.00 |
InsteelSOLE | Common | 343.42K | SH | $9.03M 2.90% | 343.42K | 0.00 | 0.00 |
AppleSOLE | Common | 38.90K | SH | $8.64M 2.77% | 38.90K | 0.00 | 0.00 |
AvistaSOLE | Common | 201.50K | SH | $8.44M 2.71% | 201.50K | 0.00 | 0.00 |
PfizerSOLE | Common | 271.90K | SH | $6.89M 2.21% | 271.90K | 0.00 | 0.00 |
BungeSOLE | Common | 80K | SH | $6.11M 1.96% | 80K | 0.00 | 0.00 |
UhaulSOLE | Common | 73.90K | SH | $4.83M 1.55% | 73.90K | 0.00 | 0.00 |
NewmontSOLE | Common | 100K | SH | $4.83M 1.55% | 100K | 0.00 | 0.00 |
Archer DanielsSOLE | Common | 100K | SH | $4.80M 1.54% | 100K | 0.00 | 0.00 |
Darling IngredientsSOLE | Common | 141K | SH | $4.40M 1.41% | 141K | 0.00 | 0.00 |
RLISOLE | Common | 40.80K | SH | $3.28M 1.05% | 40.80K | 0.00 | 0.00 |
VicorSOLE | Common | 70K | SH | $3.27M 1.05% | 70K | 0.00 | 0.00 |
ChemoursSOLE | Common | 200K | SH | $2.71M 0.87% | 200K | 0.00 | 0.00 |
SupernusSOLE | Common | 82.11K | SH | $2.69M 0.86% | 82.11K | 0.00 | 0.00 |
Eli LillySOLE | Common | 2K | SH | $1.65M 0.53% | 2K | 0.00 | 0.00 |
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