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 $283.6M across 73 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: C ($44.1M, 15.55%), NXST ($40.6M, 14.33%), KMB ($13.2M, 4.64%), ACI ($10.6M, 3.75%), OWL ($10.3M, 3.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | C | CITIGROUP INC | $44.1M | 15.55% | 315,000 | Hold |
| 2 | NXST | NEXSTAR MEDIA GROUP INC | $40.6M | 14.33% | 227,482 | Hold |
| 3 | KMB | KIMBERLY-CLARK CORP | $13.2M | 4.64% | 120,000 | Added |
| 4 | ACI | ALBERTSONS COMPANIES INC | $10.6M | 3.75% | 786,786 | Hold |
| 5 | OWL | BLUE OWL CAPITAL INC | $10.3M | 3.64% | 1.2M | Hold |
| 6 | VOYG | VOYAGER TECHNOLOGIES INC | $9.7M | 3.41% | 300,000 | Trimmed |
| 7 | MSDL | MORGAN STANLEY DIRECT LENDIN | $9.5M | 3.37% | 631,500 | Hold |
| 8 | CMCSA | COMCAST CORP NEW | $9.5M | 3.35% | 387,000 | Added |
| 9 | EPD | ENTERPRISE PRODS PARTNERS L | $9.4M | 3.31% | 255,000 | Hold |
| 10 | PAA | PLAINS ALL AMERN PIPELINE L | $9.3M | 3.29% | 419,000 | Added |
| 11 | ET | ENERGY TRANSFER L P | $8.6M | 3.04% | 450,896 | Hold |
| 12 | GPN | GLOBAL PMTS INC | $6.9M | 2.44% | 95,500 | New |
| 13 | UBER | UBER TECHNOLOGIES INC | $6.5M | 2.29% | 90,000 | Hold |
| 14 | TALO | TALOS ENERGY INC | $6.3M | 2.22% | 487,637 | Hold |
| 15 | MNTN | MNTN INC | $5.8M | 2.04% | 629,683 | Added |
| 16 | GSBD | GOLDMAN SACHS BDC INC | $4.8M | 1.69% | 506,562 | Hold |
| 17 | TYG | TORTOISE ENERGY INFRSTRCTR C | $4.7M | 1.66% | 110,102 | Hold |
| 18 | FISV | FISERV INC | $4.7M | 1.64% | 95,000 | New |
| 19 | RPC | RIDGEPOST CAP INC | $4.2M | 1.50% | 540,000 | Hold |
| 20 | BEN | FRANKLIN RESOURCES INC | $4.0M | 1.40% | 119,150 | Hold |
| 21 | KBDC | KAYNE ANDERSON BDC INC | $3.8M | 1.35% | 283,903 | Added |
| 22 | BMY | BRISTOL-MYERS SQUIBB CO | $3.5M | 1.22% | 60,000 | Hold |
| 23 | ACN | ACCENTURE PLC IRELAND | $3.1M | 1.10% | 25,000 | New |
| 24 | SATS | ECHOSTAR CORP | $3.0M | 1.07% | 30,000 | New |
| 25 | PFX | PHENIXFIN CORP | $2.7M | 0.97% | 64,327 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30