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Bruce & Co., Inc.

SEC CIK
0001358331
Latest filing
Aug 14, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 16, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
31
0 vs. Q3 2021
Portfolio value
$500.1M
+$29.5M (+6.3%) vs. Q3 2021
Filed
Feb 16, 2022
SEC
Holdings of Bruce & Co., Inc. in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
UHALU-Haul Holding CoCOM75,355$54.7M10.9%−4,430−5.6%ReducedHistory
FPL Group Inc302571104COM490,400$45.8M9.2%−11,000−2.2%Reduced–
ABBVAbbVie Inc.Stock303,500$41.1M8.2%00.0%UnchangedHistory
Bausch Health91911K102Common1,381,000$38.1M7.6%00.0%Unchanged–
ALLAllstate CorpStock299,300$35.2M7.0%−500−0.2%ReducedHistory
PFEPfizer IncStock543,700$32.1M6.4%−1,000−0.2%ReducedHistory
CMSCMS Energy CorpCOM468,500$30.5M6.1%00.0%UnchangedHistory
DUKDuke Energy CORPStock286,200$30.0M6.0%00.0%UnchangedHistory
AAPLApple Inc.Stock167,400$29.7M5.9%−75,300−31.0%ReducedHistory
XELXcel Energy IncStock412,500$27.9M5.6%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock177,600$25.0M5.0%00.0%UnchangedHistory
MRKMerck & Co., Inc.COM323,700$24.8M5.0%00.0%UnchangedHistory
Paratek699374AA2Cv 4.75%–$15.3M3.1%–––
SUPNSupernus Pharmaceuticals, Inc.COM402,105$11.7M2.3%00.0%UnchangedHistory
GEGeneral Electric CoCOM104,375$9.86M2.0%00.0%UnchangedHistory
AVAAvista CorpCOM205,000$8.71M1.7%00.0%UnchangedHistory
PRTKParatek Pharmaceuticals, Inc.COM1,443,312$6.48M1.3%+100,000+7.4%AddedHistory
SIRISirius XM Holdings Inc.COM857,843$5.45M1.1%00.0%UnchangedHistory
Acorda Theraputics00484MAB2Cv 6.0%–$4.08M0.8%–––
NEMNEWMONT CorpStock65,000$4.03M0.8%00.0%UnchangedHistory
Amryt Pharma PLC03217L106SPONSORED ADS315,182$3.40M0.7%−92,258−22.6%Reduced–
FOCLEdap TMS SASPONSORED ADR565,652$3.39M0.7%00.0%UnchangedHistory
FATEFate Therapeutics IncCOM57,000$3.33M0.7%00.0%UnchangedHistory
ASHAshland Inc.COM25,000$2.69M0.5%00.0%UnchangedHistory
MNKDMannkind CorpCOM NEW395,073$1.73M0.3%00.0%UnchangedHistory
IGMSIGM Biosciences, Inc.COM55,000$1.61M0.3%00.0%UnchangedHistory
OGNOrganon & Co.Stock32,370$985.0K0.2%00.0%UnchangedHistory
VTRSViatris IncStock61,512$832.0K0.2%00.0%UnchangedHistory
Novavax Inc670002AB0NOTE 3.750% 2/0–$828.0K0.2%–––
FTKFlotek Industries IncCOM421,671$476.0K0.1%00.0%UnchangedHistory
RLIRli CorpCOM2,400$269.0K0.1%00.0%UnchangedHistory