BRUCE & CO., INC.

PrivateCIK: 1358331
Location

CHICAGO, IL

41
Positions
$369.50M
Total AUM (reported)
7.68M
Total Shares

Allocation by class

TOTAL AUM$369.50M41 positions
COMMON$369.50M100.0%

Portfolio Concentration

Top 323.4%4–1037.2%11–2532.4%Rest7.0%TOP 1060.6%0%100%
Top 3$86.57M23.4%
4–10$137.33M37.2%
11–25$119.73M32.4%
Rest$25.88M7.0%

Top 3 weight

23.4%

Top 10 weight

60.6%

Voting Authority Distribution

Total shares with voting rights: 7.68M

Sole

Full voting authority

7.68M

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:

Abbvie

SOLE
Common
Shares121K
TypeSH
Market value$30.45M
8.24%
Sole
121K
Shared
0.00
None
0.00

Allstate

SOLE
Common
Shares122.50K
TypeSH
Market value$29.15M
7.89%
Sole
122.50K
Shared
0.00
None
0.00

AerCap Holdings

SOLE
Common
Shares185K
TypeSH
Market value$26.97M
7.30%
Sole
185K
Shared
0.00
None
0.00

Nextera Energy

SOLE
Common
Shares294.30K
TypeSH
Market value$25.83M
6.99%
Sole
294.30K
Shared
0.00
None
0.00

Merck

SOLE
Common
Shares190.80K
TypeSH
Market value$24.52M
6.64%
Sole
190.80K
Shared
0.00
None
0.00

Uhaul B

SOLE
Common
Shares417K
TypeSH
Market value$24.06M
6.51%
Sole
417K
Shared
0.00
None
0.00

Duke Energy

SOLE
Common
Shares144.82K
TypeSH
Market value$18.33M
4.96%
Sole
144.82K
Shared
0.00
None
0.00

Vicor

SOLE
Common
Shares48K
TypeSH
Market value$18.23M
4.93%
Sole
48K
Shared
0.00
None
0.00

XCEL Energy

SOLE
Common
Shares182.50K
TypeSH
Market value$14.65M
3.97%
Sole
182.50K
Shared
0.00
None
0.00

CMS Energy

SOLE
Common
Shares153K
TypeSH
Market value$11.70M
3.17%
Sole
153K
Shared
0.00
None
0.00

AT & T

SOLE
Common
Shares518K
TypeSH
Market value$10.72M
2.90%
Sole
518K
Shared
0.00
None
0.00

Apple

SOLE
Common
Shares36.90K
TypeSH
Market value$10.68M
2.89%
Sole
36.90K
Shared
0.00
None
0.00

Beta Bionics

SOLE
Common
Shares665.70K
TypeSH
Market value$10.43M
2.82%
Sole
665.70K
Shared
0.00
None
0.00

Insteel

SOLE
Common
Shares343.42K
TypeSH
Market value$10.37M
2.81%
Sole
343.42K
Shared
0.00
None
0.00

Abbott

SOLE
Common
Shares112.30K
TypeSH
Market value$10.19M
2.76%
Sole
112.30K
Shared
0.00
None
0.00

Newmont

SOLE
Common
Shares100K
TypeSH
Market value$9.34M
2.53%
Sole
100K
Shared
0.00
None
0.00

Avista

SOLE
Common
Shares200K
TypeSH
Market value$8.18M
2.21%
Sole
200K
Shared
0.00
None
0.00

Archer Daniels

SOLE
Common
Shares100K
TypeSH
Market value$7.64M
2.07%
Sole
100K
Shared
0.00
None
0.00

Bunge

SOLE
Common
Shares70K
TypeSH
Market value$7.47M
2.02%
Sole
70K
Shared
0.00
None
0.00

Supernus

SOLE
Common
Shares150K
TypeSH
Market value$6.98M
1.89%
Sole
150K
Shared
0.00
None
0.00

Pfizer

SOLE
Common
Shares268.20K
TypeSH
Market value$6.46M
1.75%
Sole
268.20K
Shared
0.00
None
0.00

Darling Ingredients

SOLE
Common
Shares105K
TypeSH
Market value$5.74M
1.55%
Sole
105K
Shared
0.00
None
0.00

Kodiak Sciences

SOLE
Common
Shares145K
TypeSH
Market value$5.65M
1.53%
Sole
145K
Shared
0.00
None
0.00

Chemours

SOLE
Common
Shares250K
TypeSH
Market value$5.13M
1.39%
Sole
250K
Shared
0.00
None
0.00

Uhaul

SOLE
Common
Shares72.60K
TypeSH
Market value$4.75M
1.29%
Sole
72.60K
Shared
0.00
None
0.00
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