Funds › American Financial Group, Inc.
American Financial Group, Inc.
13F for Q3 2026, filed Nov 12, 2026. 71 positions worth $286.3M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | C Citigroup, Inc. | 315,000 | $40.8M | 14.2% | Unchanged | 13F ↗ |
| 2 | NXST Nexstar Media Group, Inc. | 227,482 | $36.8M | 12.8% | Unchanged | 13F ↗ |
| 3 | KMB Kimberly-Clark Corporation | 120,000 | $11.7M | 4.1% | Unchanged | 13F ↗ |
| 4 | OWL Blue Owl Capital Inc. | 1.18M | $10.7M | 3.7% | Unchanged | 13F ↗ |
| 5 | PAA Plains All American Pipeline, L.P. · Units | 419,500 | $10.0M | 3.5% | +0.1% | 13F ↗ |
| 6 | ACI Albertsons Companies, Inc. | 786,786 | $9.1M | 3.2% | Unchanged | 13F ↗ |
| 7 | EPD Enterprise Products Partners L.P. | 255,000 | $9.1M | 3.2% | Unchanged | 13F ↗ |
| 8 | VOYG Voyager Technologies, Inc. | 300,000 | $9.1M | 3.2% | Unchanged | 13F ↗ |
| 9 | ET Energy Transfer LP · Com Ut Ltd Ptn | 450,896 | $8.9M | 3.1% | Unchanged | 13F ↗ |
| 10 | MSDL Morgan Stanley Direct Lending Fund | 631,500 | $8.6M | 3.0% | Unchanged | 13F ↗ |
| 11 | CMCSA Comcast Corporation | 387,000 | $8.4M | 2.9% | Unchanged | 13F ↗ |
| 12 | KBDC Kayne Anderson BDC, Inc. | 667,303 | $8.4M | 2.9% | +135% | 13F ↗ |
| 13 | GPN Global Payments Inc. | 95,500 | $7.8M | 2.7% | Unchanged | 13F ↗ |
| 14 | UBER Uber Technologies, Inc. | 110,000 | $7.5M | 2.6% | +22.2% | 13F ↗ |
| 15 | MNTN MNTN, Inc. | 629,683 | $6.4M | 2.2% | Unchanged | 13F ↗ |
| 16 | GSBD Goldman Sachs BDC, Inc. | 686,562 | $6.2M | 2.2% | +35.5% | 13F ↗ |
| 17 | TALO Talos Energy, Inc. | 307,637 | $5.0M | 1.8% | -36.9% | 13F ↗ |
| 18 | CPT Camden Property Trust · Sh Ben Int | 50,000 | $4.8M | 1.7% | New | 13F ↗ |
| 19 | MAA Mid-America Apartment Communities, Inc. | 40,000 | $4.7M | 1.6% | New | 13F ↗ |
| 20 | ACN Accenture plc | 25,000 | $4.6M | 1.6% | Unchanged | 13F ↗ |
| 21 | ECHO EchoStar Corporation | 50,000 | $4.5M | 1.6% | +66.7% | 13F ↗ |
| 22 | FISV Fiserv, Inc. | 95,000 | $4.3M | 1.5% | Unchanged | 13F ↗ |
| 23 | TYG Tortoise Energy Infrastructure Corporation | 110,102 | $4.2M | 1.5% | Unchanged | 13F ↗ |
| 24 | RPC Ridgepost Capital, Inc. | 540,000 | $4.0M | 1.4% | Unchanged | 13F ↗ |
| 25 | BEN Franklin Templeton, Inc. | 119,150 | $3.8M | 1.3% | Unchanged | 13F ↗ |
| 26 | PFX PhenixFIN Corporation | 64,327 | $2.8M | 1.0% | Unchanged | 13F ↗ |
| 27 | CRM Salesforce, Inc. | 12,000 | $2.8M | 1.0% | Unchanged | 13F ↗ |
| 28 | KHC The Kraft Heinz Company | 110,000 | $2.5M | 0.9% | Unchanged | 13F ↗ |
| 29 | GTN Gray Media, Inc. | 540,202 | $2.4M | 0.8% | Unchanged | 13F ↗ |
| 30 | OKE ONEOK, Inc. | 25,172 | $2.1M | 0.7% | New | 13F ↗ |
| 31 | NOW ServiceNow, Inc. | 16,000 | $2.1M | 0.7% | Unchanged | 13F ↗ |
| 32 | VTRS Viatris Inc. | 100,000 | $1.8M | 0.6% | Unchanged | 13F ↗ |
| 33 | WDAY Workday, Inc. | 9,000 | $1.7M | 0.6% | -35.7% | 13F ↗ |
| 34 | PSX Phillips 66 | 6,250 | $1.6M | 0.6% | Unchanged | 13F ↗ |
| 35 | SUN Sunoco LP · Lp | 20,000 | $1.5M | 0.5% | Unchanged | 13F ↗ |
| 36 | MPLX Mplx LP · Comm | 25,000 | $1.4M | 0.5% | Unchanged | 13F ↗ |
| 37 | SHEL Shell PLC · ADR | 14,500 | $1.4M | 0.5% | Unchanged | 13F ↗ |
| 38 | IVZ Invesco Ltd | 45,000 | $1.4M | 0.5% | Unchanged | 13F ↗ |
| 39 | DERM Journey Medical Corporation | 180,000 | $1.2M | 0.4% | Unchanged | 13F ↗ |
| 40 | OMER Omeros Corporation | 64,113 | $1.2M | 0.4% | Unchanged | 13F ↗ |
| 41 | EFC Ellington Financial Inc. | 100,000 | $1.2M | 0.4% | Unchanged | 13F ↗ |
| 42 | CLPR Clipper Realty Inc. | 372,044 | $1.2M | 0.4% | Unchanged | 13F ↗ |
| 43 | WES Western Midstream Partners, LP · Units | 25,500 | $1.1M | 0.4% | Unchanged | 13F ↗ |
| 44 | KVUE Kenvue Inc | 60,000 | $1.1M | 0.4% | Unchanged | 13F ↗ |
| 45 | MBC MasterBrand, Inc. | 148,958 | $1.0M | 0.4% | Unchanged | 13F ↗ |
| 46 | LILAK Liberty Latin America Ltd. Class C | 125,000 | $1.0M | 0.4% | Unchanged | 13F ↗ |
| 47 | TAP Molson Coors Beverage Company Class B | 25,000 | $911.8K | 0.3% | Unchanged | 13F ↗ |
| 48 | DKL Delek Logistics Partners, L.P. | 17,000 | $904.6K | 0.3% | Unchanged | 13F ↗ |
| 49 | COP ConocoPhillips | 7,000 | $876.0K | 0.3% | Unchanged | 13F ↗ |
| 50 | USAC USA Compression Partners, LP · Units | 35,150 | $874.2K | 0.3% | Unchanged | 13F ↗ |
Changes since Q2 2026
3 new, 6 added to, 2 trimmed, 5 exited, 60 unchanged. By estimated dollars.
New positions (3)
Added to (6)
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 71 | $286.3M | Current | SEC ↗ |
| Q2 2026 | Aug 12, 2026 | 13F-HR | 73 | $283.6M | Current | SEC ↗ |
| Q1 2026 | May 13, 2026 | 13F-HR | 71 | $269.7M | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 64 | $275.8M | Current | SEC ↗ |
| Q3 2025 | Nov 10, 2025 | 13F-HR | 59 | $259.5M | Current | SEC ↗ |
| Q2 2025 | Aug 7, 2025 | 13F-HR | 61 | $266.6M | Current | SEC ↗ |
| Q1 2025 | May 8, 2025 | 13F-HR | 61 | $234.0M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer