Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BRUCE & CO INC | 02-12-2024 | 12-31-2023 | 37 | 286,579,366 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Uhaul B | Common | 1 | $37,780,494 | 536,350 | 0.01 | 0.01 | -21,350 | -3.83 | 12-31-2023 |
Merck | Common | 2 | $24,060,714 | 220,700 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
Abbvie | Common | 3 | $21,385,860 | 138,000 | 0.01 | 0.01 | -25,000 | -15.34 | 12-31-2023 |
Duke Energy | Common | 4 | $19,785,485 | 203,890 | 0.01 | 0.01 | -10,000 | -4.68 | 12-31-2023 |