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Bruce & Co., Inc.

CIK: 0001358331

Chicago 20 n. wacker drive suite 2414
Zip Code: 60606
LATEST PORTFOLIO VALUE
$308.47 M
-1.08%
06/30/2025
TOTAL ASSETS HELD
$41
0
06/30/2025
LATEST REPORT DATE
2025 Q2
06/30/2025
TOP 10 CONCENTRATION
66.31%

About Bruce & Co., Inc.

Bruce & Co., Inc. (CIK: 0001358331) is a financial institution headquartered at 20 n. wacker drive, suite 2414, Chicago, ILLINOIS 60606. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-06-30), the institution manages a portfolio valued at $308,468,802, comprising 41 distinct securities. Over its filing history, it has submitted 49 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Portfolio Summary (2025 Q2)

Top Buys

2025 Q2

Top Sells

2025 Q2
2. MERCK & CO INC
−$791,600
−$464,568

Asset Allocation

Stocks/ETFs
-0.87%
$307.81 M 99.79%
Options
$0 0.00%
Debt
-50.00%
$658,515 0.21%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (2025 Q2)

Name Shares Market Value Weight Change Activity
125,500 $25,264,405 8.19%
452,000 $24,575,240 7.97%
127,500 $23,666,550 7.67%
315,000 $21,867,300 7.09%
183,500 $21,469,500 6.96%
175,816 $20,746,288 6.73%
673,000 $19,476,620 6.31%
133,800 $18,198,138 5.90%
192,800 $15,262,048 4.95% ▼ 10,000 Reduce -4.9%
196,000 $13,578,880 4.40% ▼ 30,000 Reduce -13.3%

Historical Portfolio Charts