Robert Bruce's Strategic Moves in Q3 2024: Spotlight on AerCap …

2 days ago · Robert Bruce's Strategic Moves in Q3 2024: Spotlight on AerCap Holdings NV Summary of New Buys. During this quarter, Robert Bruce (Trades, Portfolio) introduced a new …

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Q4 2024 Market Outlook - Bruce Buck | Ameriprise Financial

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The Russell 2000 Index rose nearly +9% in Q3, finishing higher by over +12% year-to-date through September. A broadening stock rally, lower interest rates and growing prospects for …

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Bruce Berkowitz's Strategic Moves In Q3 2024: A Closer Look At …

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2 days ago · Bank OZK (NASDAQ:OZK) saw an addition of 104,552 shares, bringing the total to 653,102 shares. This increase of 19.06% in share count had a 0.31% impact on the current …

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FAQs about Robert Bruce's Strategic Moves in Q3 2024: Spotlight on AerCap … Coupon?

Who is Robert Bruce?

Robert Bruce (Trades, Portfolio), the seasoned investor behind Bruce & Co, has made notable adjustments to his investment portfolio in the third quarter of 2024, as revealed in the latest 13F filing. ...

How many stocks does Robert Bruce own?

As of the third quarter of 2024, Robert Bruce (Trades, Portfolio)'s portfolio comprised 39 stocks. The top holdings included 10.64% in U-Haul Holding Co (NYSE:UHAL.B), 8.42% in AbbVie Inc (NYSE:ABBV), 8.2% in NextEra Energy Inc (NYSE:NEE), 7.21% in Allstate Corp (NYSE:ALL), and 7.09% in Merck & Co Inc (NYSE:MRK). ...

How did Robert Bruce (trades & portfolio) perform?

Robert Bruce ( Trades, Portfolio) also bolstered positions in existing holdings, with a noteworthy increase in: IGM Biosciences Inc ( NASDAQ:IGMS ), where an additional 65,000 shares were acquired, bringing the total to 120,000 shares. ...

Does Robert Bruce invest in distressed stocks?

The firm, led by Robert Bruce (Trades, Portfolio) and his son, Robert Jeffrey Bruce, primarily targets small- and mid-cap stocks but does not shy away from large-cap, convertible, and distressed bonds. Their investment philosophy centers on acquiring distressed companies at a discount, aiming for a significant turnaround. Warning! ...

What is the Bruce fund (brufx)?

Bruce & Co., which advises the Bruce Fund (BRUFX), is a family-run firm with Robert Bruce ( Trades, Portfolio) and his son, Robert Jeffrey Bruce, at the helm. The fund's strategy is to invest in common stocks, high-yield and distressed debt, and occasionally long-term U.S. government securities when other attractive opportunities are scarce. ...

Did Robert Bruce increase his stakes in Archer-Daniels Midland Co (ADM)?

Robert Bruce (Trades, Portfolio) also strategically increased his stakes in several companies: Archer-Daniels Midland Co (NYSE:ADM) saw an addition of 50,000 shares, doubling the previous amount to 100,000 shares. This adjustment had a 0.88% impact on the current portfolio, with a total value of $5.97 million. ...