Bruce & Co., Inc. Historic Quarter Change: USA Other Stocks, New

Bruce & Co., Inc. historic quarter change: USA Other Stocks, New

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, Bruce & Co., Inc. opened 13 positions, added to 12, reduced 36 and sold out of 21.

Q2 2016: Stock Allergan; Country of operation —; Class Common; Shares before 0.
Q2 2016: Stock Petroquest; Country of operation —; Class Common; Shares before 0.
Q4 2015: Stock Goldcorp; Country of operation —; Class Common; Shares before 0.
Q2 2015: Stock WEC Energy; Country of operation —; Class Common; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1358331), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-15); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2005-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

Quarter	Stock	Country of operation	Class	Shares after	Share change	Value before	Value after	Value change	Filed
Q2 2016	Allergan CUSIP G1077J108		Common	25,000	+25,000	$0	$5,777,000	+$5,777,000	2016-08-15
Q2 2016	Petroquest CUSIP 716748306		Common	62,870	+62,870	$0	$209,000	+$209,000	2016-08-15
Q4 2015	Goldcorp CUSIP 380956409		Common	50,000	+50,000	$0	$578,000	+$578,000	2016-02-12
Q2 2015	WEC Energy CUSIP 976657106		Common	24,252	+24,252	$0	$1,090,000	+$1,090,000	2015-08-13
Q4 2014	XM Sirius CUSIP 82968B103	United States	Common	2,172,548	+2,172,548	$0	$7,603,000	+$7,603,000	2015-02-13
Q2 2014	Phoenix Cos. CUSIP 71902E604		Common	157,252	+157,252	$0	$7,609,000	+$7,609,000	2014-08-14
Q1 2014	Intrepid Potash CUSIP 46121Y102		Common	150,000	+150,000	$0	$2,319,000	+$2,319,000	2014-05-15
Q4 2013	Ashland CUSIP 044209104		Common	25,000	+25,000	$0	$2,425,000	+$2,425,000	2014-02-14
Q4 2013	Perrigo CUSIP BGH1M56		Common	9,926	+9,926	$0	$1,523,000	+$1,523,000	2014-02-14
Q3 2013	AMERCO CUSIP 23586100		Common	249,600	+249,600	$0	$40,410,000	+$40,410,000	2013-11-15
Q3 2013	Allstate CUSIP 20002101		Common	327,000	+327,000	$0	$15,735,000	+$15,735,000	2013-11-15
Q3 2013	Abbott CUSIP 2824100		Common	234,300	+234,300	$0	$8,172,000	+$8,172,000	2013-11-15
Q3 2013	Ashland CUSIP 44209104		Common	25,000	+25,000	$0	$2,087,000	+$2,087,000	2013-11-15

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