Ownership history in Bruce & Co., Inc. Β· 6 quarters on record
This page tracks every 13F SEC filing in which Bruce & Co., Inc. reported a position in AerCap Holdings (AER). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Bruce & Co., Inc. outperformed the S&P 500 by +20.7% annually on this AER position. Timing score: 100% (3/3 decisions correct). Average cost basis: $95.41. Maximum drawdown during holding period: β0.0%.
π₯ Exceptional β beat the S&P 500 by 20.7% per year on this position.
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct
Best entry: $93.51 (2024 Q3) Β· Worst: $101.41 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 0 trims. π Consistently bullish β fund kept accumulating this position.
π Bruce & Co., Inc. has been actively increasing its AER allocation β a bullish signal from insiders.
Currently 8.18% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size