AMERICAN FINANCIAL GROUP INC 13F Holdings

CIK 0001042046 · CINCINNATI, OH

As of Sep 30, 2025, AMERICAN FINANCIAL GROUP INC reported 59 positions worth $259.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NEXSTAR MEDIA GROUP INCNXSTCommunication Services227,482$45.0M17.34%
CITIGROUP INCCFinancial Services315,000$32.0M12.32%
VOYAGER TECHNOLOGIES INCVOYGIndustrials1,044,941$31.1M11.99%
TALOS ENERGY INCTALOEnergy1,487,637 4.3M5.50%
ALBERTSONS COMPANIES INCACIConsumer Defensive786,786 3.8M5.31%
GENERAL MOTORS COGMConsumer Cyclical190,000 1.6M4.46%
EOS ENERGY ENTERPRISES INCEOSEIndustrials981,628 1.2M4.31%
UBER TECHNOLOGIES INCUBERTechnology90,000$8.8M3.40%
COMCAST CORPCMCSACommunication Services267,000$8.4M3.23%
ENTERPRISE PRODUCTS PARTNERS LPEPDEnergy255,000$8.0M3.07%
ENERGY TRANSFER LPETEnergy450,896$7.7M2.98%
PLAINS ALL AMERICAN PIPELINE LPPAAEnergy412,500$7.0M2.71%
TWO HARBORS INVENTMENT CORPO——6,000,000$5.9M2.28%
INVESCO LTDIVZFinancial Services245,000$5.6M2.17%
TORTOISE ENERGY INFRA CORP——110,102$4.7M1.83%
GRAY MEDIA INCGTNCommunication Services540,202$3.1M1.20%
PHENIXFIN CORPPFXFinancial Services64,327$3.1M1.18%
KRAFT HEINZ CO/THEKHCConsumer Defensive110,000$2.9M1.10%
FRANKLIN RESOURCES INCBENFinancial Services119,150$2.8M1.06%
BRISTOL MYERS SQUIBB COBMYHealthcare60,000$2.7M1.04%
AMERICAN WOODMARK CORPAMWDConsumer Cyclical28,924 .9M0.74%
ONEOK INCOKEEnergy25,172 .8M0.71%
READY CAPITAL CORPRCReal Estate386,120 .5M0.58%
CLIPPER REALTY INCCLPRReal Estate372,044 .4M0.54%
LCNB CORPLCNBFinancial Services93,582 .4M0.54%