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SEC filer: Bruce & Co., Inc. · quarter ending 2026-03-31 · filed 2026-05-14 · $349.7M across 41 reported positions
| Beta Bionics | NEW POSITION | 0 → 550,700 sh | $5.5M |
| Apogee | NEW POSITION | 0 → 50,000 sh | $1.7M |
| Vicor | TRIMMED | 90,000 → 65,000 sh | $601K |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | Nextera Energyno ticker match — as filed | 8.0% | $27.9M | 300,300 | SHARES |
| 2 | Abbvieno ticker match — as filed | 7.6% | $26.6M | 122,500 | SHARES |
| 3 | Allstateno ticker match — as filed | 7.3% | $25.6M | 125,500 | SHARES |
| 4 | AerCap Holdingsno ticker match — as filed | 7.2% | $25.2M | 183,500 | SHARES |
| 5 | Merckno ticker match — as filed | 6.6% | $23.2M | 192,800 | SHARES |
| 6 | Uhaul Bno ticker match — as filed | 5.8% | $20.2M | 452,000 | SHARES |
| 7 | Duke Energyno ticker match — as filed | 5.5% | $19.1M | 145,816 | SHARES |
| 8 | AT & Tno ticker match — as filed | 4.3% | $15.2M | 523,000 | SHARES |
| 9 | XCEL Energyno ticker match — as filed | 4.2% | $14.7M | 184,500 | SHARES |
| 10 | CMS Energyno ticker match — as filed | 3.5% | $12.1M | 156,000 | SHARES |
| 11 | Abbottno ticker match — as filed | 3.3% | $11.7M | 113,800 | SHARES |
| 12 | Insteelno ticker match — as filed | 3.3% | $11.6M | 343,423 | SHARES |
| 13 | Newmontno ticker match — as filed | 3.1% | $10.8M | 100,000 | SHARES |
| 14 | Vicorno ticker match — as filed | 3.0% | $10.5M | 65,000 | SHARES |
| 15 | Appleno ticker match — as filed | 2.8% | $9.9M | 38,900 | SHARES |
| 16 | Bungeno ticker match — as filed | 2.5% | $8.9M | 70,000 | SHARES |
| 17 | Avistano ticker match — as filed | 2.3% | $8.1M | 201,500 | SHARES |
| 18 | Pfizerno ticker match — as filed | 2.2% | $7.6M | 271,900 | SHARES |
| 19 | Archer Danielsno ticker match — as filed | 2.1% | $7.3M | 100,000 | SHARES |
| 20 | Darling Ingredientsno ticker match — as filed | 1.9% | $6.6M | 106,000 | SHARES |
| 21 | Kodiak Sciencesno ticker match — as filed | 1.6% | $5.5M | 145,000 | SHARES |
| 22 | Beta Bionicsno ticker match — as filed | 1.6% | $5.5M | 550,700 | SHARES |
| 23 | Chemoursno ticker match — as filed | 1.6% | $5.5M | 250,000 | SHARES |
| 24 | Supernusno ticker match — as filed | 1.5% | $5.2M | 100,000 | SHARES |
| 25 | Lyondellbasellno ticker match — as filed | 1.4% | $4.8M | 60,000 | SHARES |
Values as reported in the filing's information table; duplicate issuer lines (share classes/lots) aggregated. 13Fs disclose long US positions only — shorts, futures, and most foreign holdings are invisible here. Educational only — not investment advice, and a quarter old by design.