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

GuruFocus.com06:56

Insight into the Investment Shifts of Bruce & Co Robert Bruce (Trades, Portfolio), the seasoned investor behind Bruce & Co, has made notable adjustments to his investment portfolio in the third ...

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Bruce & Co, which advises the Bruce Fund , is known for its focus on common stocks, high-yield and distressed debt, with occasional investments in long-term U.S. government securities. The firm, led by Robert Bruce  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.GuruFocus has detected 7 Warning Signs with UHAL.B.The standout addition was AerCap Holdings NV , with 80,000 shares, representing 2.21% of the portfolio, valued at $7.58 million.Bunge Global SA  experienced a 60% increase in shares, with an additional 30,000 shares bringing the total to 80,000, valued at $7.73 million.This arti","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","IE00BVYPNW00.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","IE00B3CCJ633.GBP":"GUINNESS SUSTAINABLE ENERGY \"C\" (GBP) ACC","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","AER":"Aercap飞机租赁","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","BG":"邦吉","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","NEE":"新纪元能源","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","UHAL":"U-Haul","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","UHAL.B":"U-Haul","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BMG7P702.HKD":"FTGF CLEARBRIDGE GLOBAL INFRASTRUCTURE INCOME \"A\" (HKD) INC","ABBV":"艾伯维公司","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1941712264.USD":"ALLIANZ PET AND ANIMAL WELLBEING \"A\" (USD) INC","ADM":"阿彻丹尼尔斯米德兰公司","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","IE00BMG7P694.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Mdis USD Plus","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4585":"ETF&股票定投概念","IE00B29SXK94.USD":"FIRST SENTIER GLOBAL LISTED INFRASTRUCTURE \"I\" (USD) ACC","BK4007":"制药","LU0109981661.USD":"FRANKLIN MUTUAL EUROPEAN \"A\" (USD) ACC","IE00B4R5TH58.HKD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (HKD) ACC","IE00BFTCPJ56.SGD":"Janus Henderson Global Life Sciences A Acc SGD","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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Bruce & Co, which advises the Bruce Fund (BRUFX), is known for its focus on common stocks, high-yield and distressed debt, with occasional investments in long-term U.S. government securities. 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.\n\nWarning! GuruFocus has detected 7 Warning Signs with UHAL.B.\n\n\nSummary of New Buys\nDuring this quarter, Robert Bruce (Trades, Portfolio) introduced a new position in his portfolio:\n\nThe standout addition was AerCap Holdings NV (NYSE:AER), with 80,000 shares, representing 2.21% of the portfolio, valued at $7.58 million.\n\nKey Position Increases\nRobert Bruce (Trades, Portfolio) also strategically increased his stakes in several companies:\n\nArcher-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.\nBunge Global SA (NYSE:BG) experienced a 60% increase in shares, with an additional 30,000 shares bringing the total to 80,000, valued at $7.73 million.\n\nKey Position Reductions\nConversely, reductions were made in several holdings:\n\nAbbVie Inc (NYSE:ABBV) was reduced by 15,000 shares, a 9.29% decrease, impacting the portfolio by -0.86%. The stock traded at an average price of $186.63 during the quarter and has seen a -11.39% return over the past three months, with a 13.48% gain year-to-date.\nU-Haul Holding Co (NYSE:UHAL.B) saw a reduction of 35,400 shares, a 6.52% decrease, impacting the portfolio by -0.71%. The stock traded at an average price of $64.99 during the quarter, with a -0.99% return over the past three months and a -10.91% decline year-to-date.\n\nPortfolio Overview\nAs 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). The investments are predominantly concentrated in eight industries: Healthcare, Utilities, Industrials, Financial Services, Communication Services, Consumer Defensive, Technology, and Basic Materials.\n\n\nThis article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.This article first appeared on \nGuruFocus.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Shareholding Changes","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2483354395"}