Filed: 8/14/2025ACC: 0001104659-25-078312
📋 What this filing means
BRUCE & CO., INC. filed this quarterly 13F‑HR report disclosing 41 equity positions with a total reported market value of $308.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$308.47M
Total AUM (reported)
10.91M
Total Shares
Allocation by class
COMMON$307.81M99.8%
CV 5.0%$658.5K0.2%
Portfolio Concentration
Top 3$73.51M23.8%
4–10$130.60M42.3%
11–25$90.01M29.2%
Rest$14.35M4.7%
Top 3 weight
23.8%
Top 10 weight
66.2%
Voting Authority Distribution
Total shares with voting rights: 10.91M
Sole
Full voting authority
10.91M
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)
Sole41
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings41
Rows:
Allstate
SOLEShares125.50K
TypeSH
Market value$25.26M
8.19%
Sole
125.50K
Shared
0.00
None
0.00
Uhaul B
SOLEShares452K
TypeSH
Market value$24.58M
7.97%
Sole
452K
Shared
0.00
None
0.00
Abbvie
SOLEShares127.50K
TypeSH
Market value$23.67M
7.67%
Sole
127.50K
Shared
0.00
None
0.00
Nextera Energy
SOLEShares315K
TypeSH
Market value$21.87M
7.09%
Sole
315K
Shared
0.00
None
0.00
AerCap Holdings
SOLEShares183.50K
TypeSH
Market value$21.47M
6.96%
Sole
183.50K
Shared
0.00
None
0.00
Duke Energy
SOLEShares175.82K
TypeSH
Market value$20.75M
6.73%
Sole
175.82K
Shared
0.00
None
0.00
AT & T
SOLEShares673K
TypeSH
Market value$19.48M
6.31%
Sole
673K
Shared
0.00
None
0.00
Abbott
SOLEShares133.80K
TypeSH
Market value$18.20M
5.90%
Sole
133.80K
Shared
0.00
None
0.00
Merck
SOLEShares192.80K
TypeSH
Market value$15.26M
4.95%
Sole
192.80K
Shared
0.00
None
0.00
CMS Energy
SOLEShares196K
TypeSH
Market value$13.58M
4.40%
Sole
196K
Shared
0.00
None
0.00
XCEL Energy
SOLEShares194.50K
TypeSH
Market value$13.25M
4.29%
Sole
194.50K
Shared
0.00
None
0.00
Insteel
SOLEShares343.42K
TypeSH
Market value$12.78M
4.14%
Sole
343.42K
Shared
0.00
None
0.00
Apple
SOLEShares38.90K
TypeSH
Market value$7.98M
2.59%
Sole
38.90K
Shared
0.00
None
0.00
Avista
SOLEShares201.50K
TypeSH
Market value$7.65M
2.48%
Sole
201.50K
Shared
0.00
None
0.00
Pfizer
SOLEShares271.90K
TypeSH
Market value$6.59M
2.14%
Sole
271.90K
Shared
0.00
None
0.00
Bunge
SOLEShares80K
TypeSH
Market value$6.42M
2.08%
Sole
80K
Shared
0.00
None
0.00
Newmont
SOLEShares100K
TypeSH
Market value$5.83M
1.89%
Sole
100K
Shared
0.00
None
0.00
Archer Daniels
SOLEShares100K
TypeSH
Market value$5.28M
1.71%
Sole
100K
Shared
0.00
None
0.00
Darling Ingredients
SOLEShares131K
TypeSH
Market value$4.97M
1.61%
Sole
131K
Shared
0.00
None
0.00
Uhaul
SOLEShares73.90K
TypeSH
Market value$4.48M
1.45%
Sole
73.90K
Shared
0.00
None
0.00
Vicor
SOLEShares90K
TypeSH
Market value$4.08M
1.32%
Sole
90K
Shared
0.00
None
0.00
RLI
SOLEShares40.80K
TypeSH
Market value$2.95M
0.96%
Sole
40.80K
Shared
0.00
None
0.00
Chemours
SOLEShares250K
TypeSH
Market value$2.86M
0.93%
Sole
250K
Shared
0.00
None
0.00
Supernus
SOLEShares82.11K
TypeSH
Market value$2.59M
0.84%
Sole
82.11K
Shared
0.00
None
0.00
Lyondellbasell
SOLEShares40K
TypeSH
Market value$2.31M
0.75%
Sole
40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AllstateSOLE | Common | 125.50K | SH | $25.26M 8.19% | 125.50K | 0.00 | 0.00 |
Uhaul BSOLE | Common | 452K | SH | $24.58M 7.97% | 452K | 0.00 | 0.00 |
AbbvieSOLE | Common | 127.50K | SH | $23.67M 7.67% | 127.50K | 0.00 | 0.00 |
Nextera EnergySOLE | Common | 315K | SH | $21.87M 7.09% | 315K | 0.00 | 0.00 |
AerCap HoldingsSOLE | Common | 183.50K | SH | $21.47M 6.96% | 183.50K | 0.00 | 0.00 |
Duke EnergySOLE | Common | 175.82K | SH | $20.75M 6.73% | 175.82K | 0.00 | 0.00 |
AT & TSOLE | Common | 673K | SH | $19.48M 6.31% | 673K | 0.00 | 0.00 |
AbbottSOLE | Common | 133.80K | SH | $18.20M 5.90% | 133.80K | 0.00 | 0.00 |
MerckSOLE | Common | 192.80K | SH | $15.26M 4.95% | 192.80K | 0.00 | 0.00 |
CMS EnergySOLE | Common | 196K | SH | $13.58M 4.40% | 196K | 0.00 | 0.00 |
XCEL EnergySOLE | Common | 194.50K | SH | $13.25M 4.29% | 194.50K | 0.00 | 0.00 |
InsteelSOLE | Common | 343.42K | SH | $12.78M 4.14% | 343.42K | 0.00 | 0.00 |
AppleSOLE | Common | 38.90K | SH | $7.98M 2.59% | 38.90K | 0.00 | 0.00 |
AvistaSOLE | Common | 201.50K | SH | $7.65M 2.48% | 201.50K | 0.00 | 0.00 |
PfizerSOLE | Common | 271.90K | SH | $6.59M 2.14% | 271.90K | 0.00 | 0.00 |
BungeSOLE | Common | 80K | SH | $6.42M 2.08% | 80K | 0.00 | 0.00 |
NewmontSOLE | Common | 100K | SH | $5.83M 1.89% | 100K | 0.00 | 0.00 |
Archer DanielsSOLE | Common | 100K | SH | $5.28M 1.71% | 100K | 0.00 | 0.00 |
Darling IngredientsSOLE | Common | 131K | SH | $4.97M 1.61% | 131K | 0.00 | 0.00 |
UhaulSOLE | Common | 73.90K | SH | $4.48M 1.45% | 73.90K | 0.00 | 0.00 |
VicorSOLE | Common | 90K | SH | $4.08M 1.32% | 90K | 0.00 | 0.00 |
RLISOLE | Common | 40.80K | SH | $2.95M 0.96% | 40.80K | 0.00 | 0.00 |
ChemoursSOLE | Common | 250K | SH | $2.86M 0.93% | 250K | 0.00 | 0.00 |
SupernusSOLE | Common | 82.11K | SH | $2.59M 0.84% | 82.11K | 0.00 | 0.00 |
LyondellbasellSOLE | Common | 40K | SH | $2.31M 0.75% | 40K | 0.00 | 0.00 |
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