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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
  2. Super Investors/
  3. Robert Bruce (Bruce & Co)
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Robert Bruce

Bruce & Co
Share
  • Asset Manager · CIK 0001358331
  • Boutique

Robert Bruce runs Bruce & Co, an asset manager overseeing $322.5M in disclosed equity holdings (SEC CIK 0001358331). The latest portfolio (2025Q4) discloses 39 positions across 9 sectors, with the largest positions in ABBV, AERCAP HOLDINGS NV and ALL. On a mark-to-market basis the tracked portfolio has returned 27.8% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Robert's filingsView holdings↓
Portfolio
$322.53M
Positions
39
Quarter
2025Q4
Filings tracked
8
Since filing+27.8%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1

Holdings

Sorted by value · 2024Q1
39 positions
1
U
UHAL/BU HAUL HOLDING COMPANY
10.91%
of portfolio
Number of shares
493,350 sh
Holdings current value
$32.90M
Avg closing price
$66.07
Last action
Trimmed 3.0%
2025Q1
Current —
2
5
589331107Merck
9.66%
of portfolio
Number of shares
220,700 sh
Holdings current value
$29.12M
Avg closing price
$131.81
Last action
Trimmed 4.3%
2025Q2
Current —
3
A
ABBVABBVIE INC
Healthcare·Drug Manufacturers - General
8.34%
of portfolio
Number of shares
138,000 sh
Holdings current value
$25.13M
Avg closing price
$180.56
+11.3%
Last action
Trimmed 3.5%
2025Q4
Current $200.95
4
A
ALLALLSTATE CORP
Financial Services·Insurance - Property & Casualty
7.30%
of portfolio
Number of shares
127,200 sh
Holdings current value
$22.01M
Avg closing price
$172.67
+25.4%
Last action
Trimmed 3.8%
2025Q1
Current $216.56
5
D
DUKDUKE ENERGY CORP NEW
Utilities·Utilities - Regulated Electric
6.54%
of portfolio
Number of shares
203,890 sh
Holdings current value
$19.72M
Avg closing price
$96.74
+32.4%
Last action
Trimmed 8.9%
2025Q3
Current $128.04
6
C
CMSCMS ENERGY CORP
Utilities·Utilities - Regulated Electric
6.32%
of portfolio
Number of shares
316,000 sh
Holdings current value
$19.07M
Avg closing price
$60.33
+27.0%
Last action
Trimmed 11.2%
2025Q3
Current $76.62
7
3
302571104Nextera Energy
6.22%
of portfolio
Number of shares
293,600 sh
Holdings current value
$18.76M
Avg closing price
$64.73
Last action
Trimmed 1.6%
2025Q4
Current —
8
A
ABTABBOTT LABS
Healthcare·Medical Devices
5.65%
of portfolio
Number of shares
150,000 sh
Holdings current value
$17.05M
Avg closing price
$113.51
-18.5%
Last action
Trimmed 11.8%
2025Q4
Current $92.48
9
T
TAT&T INC
Communication Services·Telecom Services
5.61%
of portfolio
Number of shares
961,000 sh
Holdings current value
$16.91M
Avg closing price
$17.64
+50.9%
Last action
Trimmed 13.5%
2025Q3
Current $26.61
10
I
IIININSTEEL INDS INC
Industrials·Metal Fabrication
4.35%
of portfolio
Number of shares
343,423 sh
Holdings current value
$13.13M
Avg closing price
$38.22
-32.7%
Last action
—
Current $25.72
11
X
XELXCEL ENERGY INC
Utilities·Utilities - Regulated Electric
3.44%
of portfolio
Number of shares
193,000 sh
Holdings current value
$10.37M
Avg closing price
$53.74
+47.9%
Last action
Trimmed 0.8%
2024Q4
Current $79.48
12
P
PFEPFIZER INC
Healthcare·Drug Manufacturers - General
2.47%
of portfolio
Number of shares
268,500 sh
Holdings current value
$7.45M
Avg closing price
$27.76
-3.9%
Last action
Trimmed 1.6%
2024Q4
Current $26.67
13
A
AVAAVISTA CORP
Utilities·Utilities - Diversified
2.34%
of portfolio
Number of shares
201,500 sh
Holdings current value
$7.06M
Avg closing price
$35.02
+17.8%
Last action
—
Current $41.25
14
D
DARDARLING INGREDIENTS INC
Consumer Defensive·Packaged Foods
2.31%
of portfolio
Number of shares
150,000 sh
Holdings current value
$6.98M
Avg closing price
$44.14
+38.1%
Last action
Trimmed 14.3%
2025Q4
Current $60.94
15
9
91911K102VALEANT PHARMACEUTICALS INTL
2.27%
of portfolio
Number of shares
644,000 sh
Holdings current value
$6.83M
Avg closing price
$10.61
Last action
Trimmed 6.8%
2025Q4
Current —
16
A
AAPLAPPLE INC
Technology·Consumer Electronics
2.00%
of portfolio
Number of shares
35,100 sh
Holdings current value
$6.02M
Avg closing price
$176.02
+55.3%
Last action
Trimmed 2.2%
2024Q4
Current $273.43
17
H
H11356104BUNGE GLOBAL SA
1.70%
of portfolio
Number of shares
50,000 sh
Holdings current value
$5.13M
Avg closing price
$100.31
Last action
Trimmed 16.7%
2025Q4
Current —
18
U
UHALAMERCO
Industrials·Rental & Leasing Services
1.59%
of portfolio
Number of shares
70,805 sh
Holdings current value
$4.78M
Avg closing price
$67.21
-20.7%
Last action
Trimmed 1.7%
2024Q4
Current $53.29
19
E
EDAPEDAP TMS S AADR
1.35%
of portfolio
Number of shares
553,652 sh
Holdings current value
$4.07M
Avg closing price
$7.35
-55.2%
Last action
Trimmed 17.2%
2025Q3
Current $3.29
20
A
ADMARCHER DANIELS MIDLAND CO
Consumer Defensive·Farm Products
1.04%
of portfolio
Number of shares
50,000 sh
Holdings current value
$3.14M
Avg closing price
$61.27
+14.3%
Last action
Added
2024Q3
Current $70.03
21
0
00484MAB2Acorda Theraputics
0.95%
of portfolio
Number of shares
5,000,000 sh
Holdings current value
$2.85M
Avg closing price
$0.57
Last action
Exited
2025Q1
Current —
22
S
SUPNSUPERNUS PHARMACEUTICALS INC
Healthcare·Drug Manufacturers - Specialty & Generic
0.93%
of portfolio
Number of shares
82,105 sh
Holdings current value
$2.80M
Avg closing price
$34.11
+47.7%
Last action
—
Current $50.39
23
N
N51517105LAVA THERAPEUTICS NV
0.85%
of portfolio
Number of shares
771,874 sh
Holdings current value
$2.57M
Avg closing price
$3.33
Last action
Exited
2025Q3
Current —
24
N
NEMNEWMONT CORP
Basic Materials·Gold
0.78%
of portfolio
Number of shares
65,600 sh
Holdings current value
$2.35M
Avg closing price
$37.91
+192.9%
Last action
Added 110.3%
2024Q2
Current $111.06
25
K
KODKODIAK SCIENCES INC
Healthcare·Biotechnology
0.74%
of portfolio
Number of shares
423,000 sh
Holdings current value
$2.22M
Avg closing price
$5.26
+759.5%
Last action
Trimmed 21.3%
2025Q4
Current $45.21
26
S
SIRIEURSIRIUS XM HOLDINGS INC
0.72%
of portfolio
Number of shares
557,843 sh
Holdings current value
$2.16M
Avg closing price
$3.88
Last action
Trimmed 47.4%
2024Q3
Current —
27
V
VICRVICOR CORP
Technology·Electronic Components
0.57%
of portfolio
Number of shares
45,000 sh
Holdings current value
$1.72M
Avg closing price
$38.41
+577.2%
Last action
Added 80.0%
2025Q2
Current $260.13
28
A
AXDX 5 12/15/26Accelerate Diagnostic
0.50%
of portfolio
Number of shares
3,133,920 sh
Holdings current value
$1.51M
Avg closing price
$0.48
Last action
Exited
2025Q3
Current —
29
0
044209104ASHLAND INC NEW
0.48%
of portfolio
Number of shares
15,000 sh
Holdings current value
$1.46M
Avg closing price
$97.37
Last action
—
Current —
30
F
FATEFATE THERAPEUTICS INC
Healthcare·Biotechnology
0.35%
of portfolio
Number of shares
143,000 sh
Holdings current value
$1.05M
Avg closing price
$2.55
-48.2%
Last action
Added
2025Q3
Current $1.32
31
C
CRBUCARIBOU BIOSCIENCES INC
Healthcare·Biotechnology
0.34%
of portfolio
Number of shares
200,000 sh
Holdings current value
$1.03M
Avg closing price
$3.97
-43.1%
Last action
Trimmed 20.0%
2024Q4
Current $2.26
32
M
MNKDMANNKIND CORP
Healthcare·Biotechnology
0.29%
of portfolio
Number of shares
195,073 sh
Holdings current value
$883.7K
Avg closing price
$4.53
-40.2%
Last action
—
Current $2.71
33
V
VTRSVIATRIS INC
Healthcare·Drug Manufacturers - Specialty & Generic
0.23%
of portfolio
Number of shares
58,252 sh
Holdings current value
$695.5K
Avg closing price
$11.93
+23.7%
Last action
Trimmed 0.9%
2024Q4
Current $14.75
34
1
1K0IGM BIOSCIENCES INC
0.21%
of portfolio
Number of shares
65,000 sh
Holdings current value
$627.3K
Avg closing price
$8.68
Last action
Exited
2025Q2
Current —
35
O
OGNORGANON & CO
Healthcare·Drug Manufacturers - General
0.19%
of portfolio
Number of shares
31,190 sh
Holdings current value
$586.4K
Avg closing price
$18.81
-54.3%
Last action
Exited
2025Q2
Current $8.60
36
M
MASS908 DEVICES INC
Healthcare·Medical Devices
0.17%
of portfolio
Number of shares
68,286 sh
Holdings current value
$515.6K
Avg closing price
$7.55
-10.5%
Last action
—
Current $6.76
37
P
PSNLPERSONALIS INC
Healthcare·Diagnostics & Research
0.15%
of portfolio
Number of shares
300,000 sh
Holdings current value
$447.0K
Avg closing price
$1.49
+296.0%
Last action
Trimmed 6.3%
2025Q4
Current $5.90
38
R
RLIRLI CORP
Financial Services·Insurance - Property & Casualty
0.10%
of portfolio
Number of shares
2,000 sh
Holdings current value
$296.9K
Avg closing price
$110.86
-50.4%
Last action
Added
2025Q1
Current $54.94
39
W
WBDWARNER BROS DISCOVERY INC
Communication Services·Entertainment
0.03%
of portfolio
Number of shares
10,642 sh
Holdings current value
$92.9K
Avg closing price
$8.60
+212.8%
Last action
Exited
2024Q4
Current $26.90

Portfolio heatmap

Box size = % of portfolio · color = return since filing
UHAL/B
10.91%
Merck
9.66%
ABBV
8.34% · +10.4%
ALL
7.30% · +25.2%
DUK
6.54% · +32.4%
CMS
6.32% · +27.0%
Nextera Energy
6.22%
ABT
5.65% · -18.6%
T
5.61% · +51.2%
IIIN
4.35% · -32.7%
XEL
3.44% · +47.9%
PFE
2.47% · -3.9%
AVA
2.34% · +17.8%
DAR
2.31% · +31.0%
VALEANT PHARMACEUTICALS INTL
2.27%
AAPL
2.00% · +59.5%
BUNGE GLOBAL SA
1.70%
UHAL
1.59% · -21.1%
EDAP
1.35% · -55.2%
ADM
1.04% · +11.5%
Acorda Theraputics
0.95%
SUPN
0.93% · +47.7%
LAVA THERAPEUTICS NV
0.85%
NEM
0.78% · +209.9%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare12 pos$59.9M30.9%
  • Utilities4 pos$56.2M29.1%
  • Financial Services2 pos$22.3M11.5%
  • Industrials2 pos$17.9M9.3%
  • Communication Services2 pos$17.0M8.8%
  • Consumer Defensive2 pos$10.1M5.2%
  • Technology2 pos$7.7M4.0%
  • Basic Materials1 pos$2.4M1.2%
(35.8% unclassified, excluded from %)