Robert Bruce Portfolio Holdings Update | September 2025
Robert Bruce's top holdings (September 2025) include U-Haul Holding Company (UHAL.B), a provider of moving and storage services.
Robert Bruce is an investor known for his focus on value investing principles. He manages a portfolio that often features a concentrated selection of companies, reflecting his disciplined approach to identifying long-term opportunities.
U-Haul Holding Company (UHAL.B)
U-Haul Holding Company offers truck and trailer rentals, self-storage, and moving supplies across North America. Its primary services cater to individuals and families undertaking do-it-yourself moves. The current value of Robert Bruce's position in U-Haul Holding Company is $27.49 million.
Here's an overview of Robert Bruce's trades in U-Haul Holding Company:
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Abbvie Inc (ABBV)
AbbVie Inc. is a global biopharmaceutical company dedicated to the research, development, and commercialization of advanced therapies. The company's portfolio addresses a range of serious health issues, including immunology, oncology, neuroscience, and virology. AbbVie has a market capitalization of $371.68 billion, with Robert Bruce's position currently valued at $26.83 million. The company's discounted cash flow analysis suggests a value of $595.6 per share.
Here's an overview of Robert Bruce's trades in Abbvie Inc:
Allstate Corp (The) (ALL)
Allstate Corp. is one of the largest publicly held personal lines insurers in the United States. It provides property, casualty, and life insurance products, as well as financial protection services, to millions of households. The company's market cap stands at $53.61 billion, while the current value of Robert Bruce's holding is $25.53 million. Analysts have set a price target of $211.75 for Allstate, and its discounted cash flow analysis suggests a value of $341.91 per share.
Here's an overview of Robert Bruce's trades in Allstate Corp (The):
Aercap Holdings N.V. (AER)
AerCap Holdings N.V. is a global leader in aircraft leasing, owning and managing one of the largest fleets of commercial aircraft in the world. The company provides aircraft to airlines across the globe through leasing and financing solutions. AerCap Holdings N.V. has a market capitalization of $21.81 billion, and this holding in Robert Bruce's portfolio is currently worth $22.66 million. A discounted cash flow analysis for AerCap suggests a value of $2.82 per share.
Here's an overview of Robert Bruce's trades in Aercap Holdings N.V.:
Duke Energy Corp. (DUK)
Duke Energy Corporation is an energy holding company that provides electric power and natural gas services to millions of customers. Its operations span regulated utilities, as well as commercial renewable energy businesses. The company's market capitalization is $95.25 billion, and Robert Bruce's position in Duke Energy is currently valued at $21.54 million. Analysts have a price target of $132.0 for Duke Energy, while its discounted cash flow analysis indicates a value of $-87.43 per share.
Here's an overview of Robert Bruce's trades in Duke Energy Corp.: