Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BRUCE & CO INC 08-09-2024 06-30-2024 40 303,972,345
Institutional Holdings
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
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