Filed: 11/13/2025ACC: 0001104659-25-111225
📋 What this filing means
BRUCE & CO., INC. filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $322.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$322.94M
Total AUM (reported)
7.04M
Total Shares
Allocation by class
COMMON$322.94M100.0%
Portfolio Concentration
Top 3$80.24M24.8%
4–10$129.05M40.0%
11–25$98.09M30.4%
Rest$15.56M4.8%
Top 3 weight
24.8%
Top 10 weight
64.8%
Voting Authority Distribution
Total shares with voting rights: 7.04M
Sole
Full voting authority
7.04M
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)
Sole39
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings39
Rows:
Abbvie
SOLEShares127.50K
TypeSH
Market value$29.52M
9.14%
Sole
127.50K
Shared
0.00
None
0.00
Allstate
SOLEShares125.50K
TypeSH
Market value$26.94M
8.34%
Sole
125.50K
Shared
0.00
None
0.00
Nextera Energy
SOLEShares315K
TypeSH
Market value$23.78M
7.36%
Sole
315K
Shared
0.00
None
0.00
Uhaul B
SOLEShares452K
TypeSH
Market value$23.01M
7.12%
Sole
452K
Shared
0.00
None
0.00
AerCap Holdings
SOLEShares183.50K
TypeSH
Market value$22.20M
6.88%
Sole
183.50K
Shared
0.00
None
0.00
Duke Energy
SOLEShares155.82K
TypeSH
Market value$19.28M
5.97%
Sole
155.82K
Shared
0.00
None
0.00
Abbott
SOLEShares133.80K
TypeSH
Market value$17.92M
5.55%
Sole
133.80K
Shared
0.00
None
0.00
Merck
SOLEShares192.80K
TypeSH
Market value$16.18M
5.01%
Sole
192.80K
Shared
0.00
None
0.00
XCEL Energy
SOLEShares194.50K
TypeSH
Market value$15.69M
4.86%
Sole
194.50K
Shared
0.00
None
0.00
AT & T
SOLEShares523K
TypeSH
Market value$14.77M
4.57%
Sole
523K
Shared
0.00
None
0.00
Insteel
SOLEShares343.42K
TypeSH
Market value$13.17M
4.08%
Sole
343.42K
Shared
0.00
None
0.00
CMS Energy
SOLEShares156K
TypeSH
Market value$11.43M
3.54%
Sole
156K
Shared
0.00
None
0.00
Apple
SOLEShares38.90K
TypeSH
Market value$9.91M
3.07%
Sole
38.90K
Shared
0.00
None
0.00
Newmont
SOLEShares100K
TypeSH
Market value$8.43M
2.61%
Sole
100K
Shared
0.00
None
0.00
Avista
SOLEShares201.50K
TypeSH
Market value$7.62M
2.36%
Sole
201.50K
Shared
0.00
None
0.00
Pfizer
SOLEShares271.90K
TypeSH
Market value$6.93M
2.15%
Sole
271.90K
Shared
0.00
None
0.00
Bunge
SOLEShares80K
TypeSH
Market value$6.50M
2.01%
Sole
80K
Shared
0.00
None
0.00
Archer Daniels
SOLEShares100K
TypeSH
Market value$5.97M
1.85%
Sole
100K
Shared
0.00
None
0.00
Kodiak Sciences
SOLEShares279.31K
TypeSH
Market value$4.57M
1.42%
Sole
279.31K
Shared
0.00
None
0.00
Vicor
SOLEShares90K
TypeSH
Market value$4.47M
1.39%
Sole
90K
Shared
0.00
None
0.00
Uhaul
SOLEShares73.90K
TypeSH
Market value$4.22M
1.31%
Sole
73.90K
Shared
0.00
None
0.00
Darling Ingredients
SOLEShares131K
TypeSH
Market value$4.04M
1.25%
Sole
131K
Shared
0.00
None
0.00
Chemours
SOLEShares250K
TypeSH
Market value$3.96M
1.23%
Sole
250K
Shared
0.00
None
0.00
Supernus
SOLEShares82.11K
TypeSH
Market value$3.92M
1.22%
Sole
82.11K
Shared
0.00
None
0.00
Lyondellbasell
SOLEShares60K
TypeSH
Market value$2.94M
0.91%
Sole
60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AbbvieSOLE | Common | 127.50K | SH | $29.52M 9.14% | 127.50K | 0.00 | 0.00 |
AllstateSOLE | Common | 125.50K | SH | $26.94M 8.34% | 125.50K | 0.00 | 0.00 |
Nextera EnergySOLE | Common | 315K | SH | $23.78M 7.36% | 315K | 0.00 | 0.00 |
Uhaul BSOLE | Common | 452K | SH | $23.01M 7.12% | 452K | 0.00 | 0.00 |
AerCap HoldingsSOLE | Common | 183.50K | SH | $22.20M 6.88% | 183.50K | 0.00 | 0.00 |
Duke EnergySOLE | Common | 155.82K | SH | $19.28M 5.97% | 155.82K | 0.00 | 0.00 |
AbbottSOLE | Common | 133.80K | SH | $17.92M 5.55% | 133.80K | 0.00 | 0.00 |
MerckSOLE | Common | 192.80K | SH | $16.18M 5.01% | 192.80K | 0.00 | 0.00 |
XCEL EnergySOLE | Common | 194.50K | SH | $15.69M 4.86% | 194.50K | 0.00 | 0.00 |
AT & TSOLE | Common | 523K | SH | $14.77M 4.57% | 523K | 0.00 | 0.00 |
InsteelSOLE | Common | 343.42K | SH | $13.17M 4.08% | 343.42K | 0.00 | 0.00 |
CMS EnergySOLE | Common | 156K | SH | $11.43M 3.54% | 156K | 0.00 | 0.00 |
AppleSOLE | Common | 38.90K | SH | $9.91M 3.07% | 38.90K | 0.00 | 0.00 |
NewmontSOLE | Common | 100K | SH | $8.43M 2.61% | 100K | 0.00 | 0.00 |
AvistaSOLE | Common | 201.50K | SH | $7.62M 2.36% | 201.50K | 0.00 | 0.00 |
PfizerSOLE | Common | 271.90K | SH | $6.93M 2.15% | 271.90K | 0.00 | 0.00 |
BungeSOLE | Common | 80K | SH | $6.50M 2.01% | 80K | 0.00 | 0.00 |
Archer DanielsSOLE | Common | 100K | SH | $5.97M 1.85% | 100K | 0.00 | 0.00 |
Kodiak SciencesSOLE | Common | 279.31K | SH | $4.57M 1.42% | 279.31K | 0.00 | 0.00 |
VicorSOLE | Common | 90K | SH | $4.47M 1.39% | 90K | 0.00 | 0.00 |
UhaulSOLE | Common | 73.90K | SH | $4.22M 1.31% | 73.90K | 0.00 | 0.00 |
Darling IngredientsSOLE | Common | 131K | SH | $4.04M 1.25% | 131K | 0.00 | 0.00 |
ChemoursSOLE | Common | 250K | SH | $3.96M 1.23% | 250K | 0.00 | 0.00 |
SupernusSOLE | Common | 82.11K | SH | $3.92M 1.22% | 82.11K | 0.00 | 0.00 |
LyondellbasellSOLE | Common | 60K | SH | $2.94M 0.91% | 60K | 0.00 | 0.00 |
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