Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BRUCE & CO INC | 08-09-2024 | 06-30-2024 | 40 | 303,972,345 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Uhaul B | Common | 1 | $32,587,859 | 542,950 | 0.01 | 0.01 | 49,600 | 10.05 | 06-30-2024 |
Merck | Common | 2 | $27,793,100 | 224,500 | 0.01 | 0.01 | 3,800 | 1.72 | 06-30-2024 |
Abbvie | Common | 3 | $27,700,480 | 161,500 | 0.01 | 0.01 | 23,500 | 17.03 | 06-30-2024 |
Nextera Energy | Common | 4 | $23,600,973 | 333,300 | 0.01 | 0.01 | 39,700 | 13.52 | 06-30-2024 |