AMERICAN FINANCIAL GROUP INC

data from 31/03/2026

Capitalization

$ 269.704 M

-2.22%

Performance

$ 130.528 M

22.34%

Average holding period

21 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in AMERICAN FINANCIAL GROUP INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 NXST NEXSTAR MEDIA GROUP INC 15.25% 41.136 M $ 227482 2017/12/31 -5.055 M $ -10.94 %
2026/03/31 C CITIGROUP INC 13.25% 35.724 M $ 315000 2013/06/30 -1.033 M $ -2.81 %
2026/03/31 VOYG VOYAGER TECHNOLOGIES INC 7.76% 20.933 M $ 894941 2025/06/30 -2.461 M $ -10.52 %
2026/03/31 ACI ALBERTSONS COS INC 4.97% 13.407 M $ 786786 2023/03/31 -102.282 K $ -0.76 %
2026/03/31 OWL BLUE OWL CAPITAL INC 3.99% 10.773 M $ 1180000 2025/12/31 -3.486 M $ -38.89 %
2026/03/31 EPD ENTERPRISE PRODS PARTNERS L 3.58% 9.649 M $ 255000 2018/12/31 1.474 M $ 18.03 %
2026/03/31 KMB KIMBERLY-CLARK CORP 3.58% 9.647 M $ 100000 2025/12/31 -353.600 K $ -4.38 %
2026/03/31 PAA PLAINS ALL AMERN PIPELINE L 3.42% 9.211 M $ 412500 2019/06/30 1.803 M $ 24.33 %
2026/03/31 MSDL MORGAN STANLEY DIRECT LENDIN 3.27% 8.816 M $ 631500 2025/12/31 -1.339 M $ -15.29 %
2026/03/31 ET ENERGY TRANSFER L P 3.23% 8.702 M $ 450896 2018/12/31 1.267 M $ 17.04 %
2026/03/31 TALO TALOS ENERGY INC 2.85% 7.685 M $ 487637 2023/03/31 7.051 M $ 43.01 %
2026/03/31 CMCSA COMCAST CORP NEW 2.84% 7.666 M $ 267000 2013/06/30 189.570 K $ 2.38 %
2026/03/31 UBER UBER TECHNOLOGIES INC 2.40% 6.474 M $ 90000 2024/12/31 -880.199 K $ -11.97 %
2026/03/31 TYG TORTOISE ENERGY INFRSTRCTR C 2.04% 5.489 M $ 110102 2020/06/30 985.412 K $ 21.88 %
2026/03/31 MNTN MNTN INC 1.89% 5.101 M $ 579683 2026/03/31 0.000 $ 0.00 %
2026/03/31 CRM SALESFORCE INC 1.87% 5.040 M $ 27000 2026/03/31 0.000 $ 0.00 %
2026/03/31 GSBD GOLDMAN SACHS BDC INC 1.67% 4.498 M $ 506562 2025/12/31 -202.624 K $ -4.31 %
2026/03/31 PX RIDGEPOST CAP INC 1.45% 3.920 M $ 540000 2026/03/31 0.000 $ 0.00 %
2026/03/31 BMY BRISTOL-MYERS SQUIBB CO 1.35% 3.639 M $ 60000 2019/12/31 402.600 K $ 12.44 %
2026/03/31 KBDC KAYNE ANDERSON BDC INC 1.05% 2.825 M $ 205903 2026/03/31 0.000 $ 0.00 %
2026/03/31 BEN FRANKLIN RESOURCES INC 1.04% 2.814 M $ 119150 2015/09/30 -32.170 K $ -1.13 %
2026/03/31 WDAY WORKDAY INC 0.96% 2.598 M $ 20000 2026/03/31 0.000 $ 0.00 %
2026/03/31 PFX PHENIXFIN CORP 0.93% 2.513 M $ 64327 2021/03/31 -329.354 K $ -11.59 %
2026/03/31 KHC KRAFT HEINZ CO 0.92% 2.474 M $ 110000 2018/12/31 -193.600 K $ -7.26 %
2026/03/31 GTN GRAY MEDIA INC 0.87% 2.344 M $ 540202 2018/12/31 -270.101 K $ -10.33 %
2026/03/31 OKE ONEOK INC NEW 0.84% 2.275 M $ 25172 2019/06/30 425.155 K $ 22.98 %
2026/03/31 ICLR ICON PLC 0.82% 2.213 M $ 20000 2026/03/31 0.000 $ 0.00 %
2026/03/31 LCNB LCNB CORP 0.54% 1.459 M $ 93582 2013/12/31 -74.865 K $ -4.88 %
2026/03/31 MPLX MPLX LP 0.53% 1.427 M $ 25000 2018/12/31 92.500 K $ 6.93 %
2026/03/31 VTRS VIATRIS INC 0.50% 1.351 M $ 100000 2020/12/31 106.000 K $ 8.51 %
2026/03/31 SHEL SHELL PLC 0.50% 1.349 M $ 14500 2022/03/31 283.039 K $ 26.57 %
2026/03/31 SUN SUNOCO LP/SUNOCO FIN CORP 0.48% 1.299 M $ 20000 2019/12/31 251.200 K $ 23.96 %
2026/03/31 EFC ELLINGTON FINANCIAL INC 0.44% 1.185 M $ 100000 2019/03/31 -173.000 K $ -12.74 %
2026/03/31 AMWD AMERICAN WOODMARK CORP 0.43% 1.152 M $ 28924 2018/09/30 -406.960 K $ -26.10 %
2026/03/31 PSX PHILLIPS 66 0.42% 1.139 M $ 6250 2022/03/31 332.125 K $ 41.18 %
2026/03/31 CLPR CLIPPER RLTY INC 0.42% 1.124 M $ 372044 2017/06/30 -297.635 K $ -20.94 %
2026/03/31 ARI APOLLO COML REAL ESTATE FIN 0.41% 1.110 M $ 105154 2016/09/30 92.535 K $ 9.09 %
2026/03/31 LILAK LIBERTY LATIN AMERICA LTD 0.41% 1.103 M $ 125000 2018/03/31 170.000 K $ 18.23 %
2026/03/31 IVZ INVESCO LTD 0.41% 1.093 M $ 45000 2018/12/31 -188.100 K $ -7.54 %
2026/03/31 TAP MOLSON COORS BEVERAGE CO 0.40% 1.077 M $ 25000 2018/06/30 -90.499 K $ -7.75 %
2026/03/31 WES WESTERN MIDSTREAM PARTNERS L 0.39% 1.050 M $ 25500 2019/03/31 42.585 K $ 4.23 %
2026/03/31 KVUE KENVUE INC 0.38% 1.034 M $ 60000 2025/12/31 -600.000 $ -0.06 %
2026/03/31 USAC USA COMPRESSION PARTNERS LP 0.35% 953.268 K $ 35150 2014/12/31 144.818 K $ 17.91 %
2026/03/31 COP CONOCOPHILLIPS 0.34% 924.000 K $ 7000 2013/06/30 268.730 K $ 41.01 %
2026/03/31 HESM HESS MIDSTREAM LP 0.32% 855.140 K $ 22000 2019/12/31 96.139 K $ 12.67 %
2026/03/31 DKL DELEK LOGISTICS PARTNERS LP 0.31% 845.920 K $ 17000 2024/06/30 87.380 K $ 11.52 %
2026/03/31 DERM JOURNEY MED CORP 0.31% 844.200 K $ 180000 2021/12/31 -543.599 K $ -39.17 %
2026/03/31 KNTK KINETIK HOLDINGS INC 0.29% 774.560 K $ 16000 2022/09/30 197.760 K $ 34.29 %
2026/03/31 GLP GLOBAL PARTNERS LP 0.27% 736.750 K $ 17500 2023/09/30 4.375 K $ 0.60 %
2026/03/31 TVRD TVARDI THERAPEUTICS INC 0.26% 711.236 K $ 223659 2025/12/31 -250.498 K $ -26.05 %
2026/03/31 ARLP ALLIANCE RESOURCE PARTNERS L 0.26% 705.075 K $ 25500 2023/06/30 112.709 K $ 19.03 %
2026/03/31 BHF BRIGHTHOUSE FINL INC 0.25% 680.356 K $ 11362 2017/09/30 -55.787 K $ -7.58 %
2026/03/31 OMER OMEROS CORP 0.25% 677.033 K $ 64113 2013/06/30 -424.428 K $ -38.54 %
2026/03/31 RC READY CAPITAL CORP 0.23% 625.515 K $ 386120 2018/12/31 -216.227 K $ -25.69 %
2026/03/31 NOW SERVICENOW INC 0.19% 522.750 K $ 5000 2026/03/31 0.000 $ 0.00 %
2026/03/31 FLNG FLEX LNG LTD 0.18% 490.215 K $ 16500 2024/12/31 78.540 K $ 19.08 %
2026/03/31 AM ANTERO MIDSTREAM CORP 0.18% 478.800 K $ 21000 2019/03/31 105.210 K $ 28.16 %
2026/03/31 IHRT IHEARTMEDIA INC 0.18% 473.306 K $ 162091 2022/06/30 -200.992 K $ -29.81 %
2026/03/31 XPER XPERI INC 0.17% 453.996 K $ 81071 2022/12/31 -21.078 K $ -4.44 %
2026/03/31 VSNT VERSANT MEDIA GROUP INC 0.15% 395.374 K $ 10680 2026/03/31 0.000 $ 0.00 %
2026/03/31 WMB WILLIAMS COS INC 0.13% 363.900 K $ 5000 2025/12/31 63.350 K $ 21.08 %
2026/03/31 CAPL CROSSAMERICA PARTNERS LP 0.12% 311.700 K $ 15000 2020/09/30 2.699 K $ 0.87 %
2026/03/31 CFFN CAPITOL FED FINL INC 0.10% 256.680 K $ 36000 2013/06/30 11.520 K $ 4.70 %
2026/03/31 PGEN PRECIGEN INC 0.09% 255.861 K $ 66114 2022/12/31 -20.495 K $ -7.42 %
2026/03/31 TWO TWO HARBORS INVENTMENT CORPO 0.06% 158.707 K $ 13897 2022/12/31 12.785 K $ 8.76 %
2026/03/31 CGTX COGNITION THERAPEUTICS INC 0.06% 155.698 K $ 205000 2021/12/31 -121.052 K $ -43.74 %
2026/03/31 KRP KIMBELL RTY PARTNERS LP 0.05% 144.700 K $ 10000 2026/03/31 0.000 $ 0.00 %
2026/03/31 GPMT GRANITE PT MTG TR INC 0.04% 117.480 K $ 81021 2017/12/31 -76.969 K $ -39.58 %
2026/03/31 KROS KEROS THERAPEUTICS INC 0.04% 111.559 K $ 10105 2021/06/30 -94.178 K $ -45.78 %
2026/03/31 CURI CURIOSITYSTREAM INC 0.03% 82.679 K $ 27932 2020/12/31 -23.462 K $ -22.11 %
2026/03/31 FLL FULL HSE RESORTS INC 0.03% 79.495 K $ 35331 2013/06/30 -12.719 K $ -13.79 %
2026/03/31 EOSE EOS ENERGY ENTERPRISES INC 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %
2026/03/31 TWO HARBORS INVENTMENT CORPO 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %