Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BRUCE & CO INC 02-12-2024 12-31-2023 37 286,579,366
Institutional Holdings
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
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