Bruce & Co. Inc.
Bruce & Co., Inc. is an investment adviser firm based in Chicago, Illinois, in the United States. Established to manage the Bruce Fund, a registered management investment company (mutual fund), Bruce & Co., Inc. is regulated by the SEC and provides investment advisory services primarily to the Bruce Fund. The firm serves individual and institutional investors by offering a flexible, opportunistic investment approach through the Bruce Fund, and has a small professional staff and limited employee count.
Investment Strategy
Bruce & Co., Inc. manages the Bruce Fund using a flexible investment strategy unconstrained by typical asset class or sector limitations. It leverages independent fundamental research, aiming for long-term total returns through a broadly diversified portfolio of equities, fixed income, and convertible securities. The firm is known for contrarian, value-oriented investments and for prioritizing capital preservation while seeking opportunistic growth, without closely tracking common benchmarks like the S&P 500.
Latest 13F Filing Activity
Bruce & Co. Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 35 equity positions with a total 13F market value of $308M. The fund increased holdings in Insteel, Aercap Holdings, Lyondellbasell among other positions. Bruce & Co. Inc. reduced exposure to CMS Energy, Abbvie, Uhaul B among others.
Top Holdings
Equity Positions (35)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ALL | Allstate | 8.19% | $25.3M | 125,500 | $43.57 | $201.31 | -$722.9K |
| Uhaul B | 7.97% | $24.6M | 452,000 | $55.42 | $54.37 | -$2.2M | |
A ABBV | Abbvie | 7.67% | $23.7M | 127,500 | $76.95 | $185.62 | -$3.0M |
A AER | AerCap Holdings | 6.96% | $21.5M | 183,500 | $96.45 | $117.00 | +$2.7M |
D DUK | Duke Energy | 6.73% | $20.7M | 175,816 | $71.78 | $118.00 | -$698.0K |
Industry Allocation
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