Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AMERICAN FINANCIAL GROUP INC (CIK 1042046) reported $269.7M across 70 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NXST ($41.1M, 15.25%), C ($35.7M, 13.25%), VOYG ($20.9M, 7.76%), ACI ($13.4M, 4.97%), OWL ($10.8M, 3.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NXST | NEXSTAR MEDIA GROUP INC | $41.1M | 15.25% | 227,482 | Hold |
| 2 | C | CITIGROUP INC | $35.7M | 13.25% | 315,000 | Hold |
| 3 | VOYG | VOYAGER TECHNOLOGIES INC | $20.9M | 7.76% | 894,941 | Hold |
| 4 | ACI | ALBERTSONS COS INC | $13.4M | 4.97% | 786,786 | Hold |
| 5 | OWL | BLUE OWL CAPITAL INC | $10.8M | 3.99% | 1.2M | Added |
| 6 | KMB | KIMBERLY-CLARK CORP | $9.6M | 3.58% | 100,000 | Added |
| 7 | EPD | ENTERPRISE PRODS PARTNERS L | $9.6M | 3.58% | 255,000 | Hold |
| 8 | PAA | PLAINS ALL AMERN PIPELINE L | $9.2M | 3.42% | 412,500 | Hold |
| 9 | MSDL | MORGAN STANLEY DIRECT LENDIN | $8.8M | 3.27% | 631,500 | Added |
| 10 | ET | ENERGY TRANSFER L P | $8.7M | 3.23% | 450,896 | Hold |
| 11 | TALO | TALOS ENERGY INC | $7.7M | 2.85% | 487,637 | Trimmed |
| 12 | CMCSA | COMCAST CORP NEW | $7.7M | 2.84% | 267,000 | Hold |
| 13 | UBER | UBER TECHNOLOGIES INC | $6.5M | 2.40% | 90,000 | Hold |
| 14 | TYG | TORTOISE ENERGY INFRSTRCTR C | $5.5M | 2.04% | 110,102 | Hold |
| 15 | MNTN | MNTN INC | $5.1M | 1.89% | 579,683 | New |
| 16 | CRM | SALESFORCE INC | $5.0M | 1.87% | 27,000 | New |
| 17 | GSBD | GOLDMAN SACHS BDC INC | $4.5M | 1.67% | 506,562 | Hold |
| 18 | PX | RIDGEPOST CAP INC | $3.9M | 1.45% | 540,000 | New |
| 19 | BMY | BRISTOL-MYERS SQUIBB CO | $3.6M | 1.35% | 60,000 | Hold |
| 20 | KBDC | KAYNE ANDERSON BDC INC | $2.8M | 1.05% | 205,903 | New |
| 21 | BEN | FRANKLIN RESOURCES INC | $2.8M | 1.04% | 119,150 | Hold |
| 22 | WDAY | WORKDAY INC | $2.6M | 0.96% | 20,000 | New |
| 23 | PFX | PHENIXFIN CORP | $2.5M | 0.93% | 64,327 | Hold |
| 24 | KHC | KRAFT HEINZ CO | $2.5M | 0.92% | 110,000 | Hold |
| 25 | GTN | GRAY MEDIA INC | $2.3M | 0.87% | 540,202 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31