AMERICAN FINANCIAL GROUP INC

PublicCIK: 1042046
AFGNYSEAFGBNYSEAFGENYSE+2 more
Location

CINCINNATI, OH

71
Positions
$269.70M
Total AUM (reported)
11.98M
Total Shares

Allocation by class

TOTAL AUM$269.70M71 positions
COM$76.44M28.3%
COMMON STOCK$55.00M20.4%
COM NEW$35.72M13.2%
COM CL A$32.66M12.1%
CL A$15.37M5.7%
COM SHS$11.64M4.3%
UNIT LTD PARTN$9.21M3.4%

Portfolio Concentration

Top 336.3%4–1026.0%11–2524.1%Rest13.6%TOP 1062.3%0%100%
Top 3$97.79M36.3%
4–10$70.21M26.0%
11–25$65.08M24.1%
Rest$36.62M13.6%

Top 3 weight

36.3%

Top 10 weight

62.3%

Voting Authority Distribution

Total shares with voting rights: 11.98M

Sole

Full voting authority

11.98M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other71
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings71
Rows:

NEXSTAR MEDIA GROUP INC

DFND
COMMON STOCK
Shares227.48K
TypeSH
Market value$41.14M
15.25%
Sole
227.48K
Shared
0.00
None
0.00

CITIGROUP INC

DFND
COM NEW
Shares315K
TypeSH
Market value$35.72M
13.25%
Sole
315K
Shared
0.00
None
0.00

VOYAGER TECHNOLOGIES INC

DFND
COM CL A
Shares894.94K
TypeSH
Market value$20.93M
7.76%
Sole
894.94K
Shared
0.00
None
0.00

ALBERTSONS COS INC

DFND
COMMON STOCK
Shares786.79K
TypeSH
Market value$13.41M
4.97%
Sole
786.79K
Shared
0.00
None
0.00

BLUE OWL CAPITAL INC

DFND
COM CL A
Shares1.18M
TypeSH
Market value$10.77M
3.99%
Sole
1.18M
Shared
0.00
None
0.00

ENTERPRISE PRODS PARTNERS L

DFND
COM
Shares255K
TypeSH
Market value$9.65M
3.58%
Sole
255K
Shared
0.00
None
0.00

KIMBERLY-CLARK CORP

DFND
COM
Shares100K
TypeSH
Market value$9.65M
3.58%
Sole
100K
Shared
0.00
None
0.00

PLAINS ALL AMERN PIPELINE L

DFND
UNIT LTD PARTN
Shares412.50K
TypeSH
Market value$9.21M
3.42%
Sole
412.50K
Shared
0.00
None
0.00

MORGAN STANLEY DIRECT LENDIN

DFND
COM SHS
Shares631.50K
TypeSH
Market value$8.82M
3.27%
Sole
631.50K
Shared
0.00
None
0.00

ENERGY TRANSFER L P

DFND
COM UT LTD PTN
Shares450.90K
TypeSH
Market value$8.70M
3.23%
Sole
450.90K
Shared
0.00
None
0.00

TALOS ENERGY INC

DFND
COM
Shares487.64K
TypeSH
Market value$7.69M
2.85%
Sole
487.64K
Shared
0.00
None
0.00

COMCAST CORP NEW

DFND
CL A
Shares267K
TypeSH
Market value$7.67M
2.84%
Sole
267K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

DFND
COM
Shares90K
TypeSH
Market value$6.47M
2.40%
Sole
90K
Shared
0.00
None
0.00

TORTOISE ENERGY INFRSTRCTR C

DFND
COM
Shares110.10K
TypeSH
Market value$5.49M
2.04%
Sole
110.10K
Shared
0.00
None
0.00

MNTN INC

DFND
CL A
Shares579.68K
TypeSH
Market value$5.10M
1.89%
Sole
579.68K
Shared
0.00
None
0.00

SALESFORCE INC

DFND
COM
Shares27K
TypeSH
Market value$5.04M
1.87%
Sole
27K
Shared
0.00
None
0.00

GOLDMAN SACHS BDC INC

DFND
SHS
Shares506.56K
TypeSH
Market value$4.50M
1.67%
Sole
506.56K
Shared
0.00
None
0.00

RIDGEPOST CAP INC

DFND
CL A COM
Shares540K
TypeSH
Market value$3.92M
1.45%
Sole
540K
Shared
0.00
None
0.00

BRISTOL-MYERS SQUIBB CO

DFND
COM
Shares60K
TypeSH
Market value$3.64M
1.35%
Sole
60K
Shared
0.00
None
0.00

KAYNE ANDERSON BDC INC

DFND
COM SHS
Shares205.90K
TypeSH
Market value$2.82M
1.05%
Sole
205.90K
Shared
0.00
None
0.00

FRANKLIN RESOURCES INC

DFND
COM
Shares119.15K
TypeSH
Market value$2.81M
1.04%
Sole
119.15K
Shared
0.00
None
0.00

WORKDAY INC

DFND
CL A
Shares20K
TypeSH
Market value$2.60M
0.96%
Sole
20K
Shared
0.00
None
0.00

PHENIXFIN CORP

DFND
COM
Shares64.33K
TypeSH
Market value$2.51M
0.93%
Sole
64.33K
Shared
0.00
None
0.00

KRAFT HEINZ CO

DFND
COM
Shares110K
TypeSH
Market value$2.47M
0.92%
Sole
110K
Shared
0.00
None
0.00

GRAY MEDIA INC

DFND
COM
Shares540.20K
TypeSH
Market value$2.34M
0.87%
Sole
540.20K
Shared
0.00
None
0.00
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