AMERICAN FINANCIAL GROUP INC

PublicCIK: 1042046
AFGNYSEAFGBNYSEAFGENYSE+2 more
Location

CINCINNATI, OH

73
Positions
$283.59M
Total AUM (reported)
11.84M
Total Shares

Allocation by class

TOTAL AUM$283.59M73 positions
COM$87.98M31.0%
COMMON STOCK$53.47M18.9%
COM NEW$44.09M15.5%
COM CL A$20.46M7.2%
CL A$20.05M7.1%
COM SHS$13.39M4.7%
UNIT LTD PARTN$9.33M3.3%

Portfolio Concentration

Top 334.5%4–1024.1%11–2525.6%Rest15.7%TOP 1058.6%0%100%
Top 3$97.89M34.5%
4–10$68.40M24.1%
11–25$72.72M25.6%
Rest$44.59M15.7%

Top 3 weight

34.5%

Top 10 weight

58.6%

Voting Authority Distribution

Total shares with voting rights: 11.84M

Sole

Full voting authority

11.84M

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
Other73
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings73
Rows:

CITIGROUP INC

DFND
COM NEW
Shares315K
TypeSH
Market value$44.09M
15.55%
Sole
315K
Shared
0.00
None
0.00

NEXSTAR MEDIA GROUP INC

DFND
COMMON STOCK
Shares227.48K
TypeSH
Market value$40.63M
14.33%
Sole
227.48K
Shared
0.00
None
0.00

KIMBERLY-CLARK CORP

DFND
COM
Shares120K
TypeSH
Market value$13.17M
4.64%
Sole
120K
Shared
0.00
None
0.00

ALBERTSONS COMPANIES INC

DFND
COMMON STOCK
Shares786.79K
TypeSH
Market value$10.65M
3.75%
Sole
786.79K
Shared
0.00
None
0.00

BLUE OWL CAPITAL INC

DFND
COM CL A
Shares1.18M
TypeSH
Market value$10.32M
3.64%
Sole
1.18M
Shared
0.00
None
0.00

VOYAGER TECHNOLOGIES INC

DFND
COM CL A
Shares300K
TypeSH
Market value$9.68M
3.41%
Sole
300K
Shared
0.00
None
0.00

MORGAN STANLEY DIRECT LENDIN

DFND
COM SHS
Shares631.50K
TypeSH
Market value$9.55M
3.37%
Sole
631.50K
Shared
0.00
None
0.00

COMCAST CORP NEW

DFND
CL A
Shares387K
TypeSH
Market value$9.50M
3.35%
Sole
387K
Shared
0.00
None
0.00

ENTERPRISE PRODS PARTNERS L

DFND
COM
Shares255K
TypeSH
Market value$9.37M
3.31%
Sole
255K
Shared
0.00
None
0.00

PLAINS ALL AMERN PIPELINE L

DFND
UNIT LTD PARTN
Shares419K
TypeSH
Market value$9.33M
3.29%
Sole
419K
Shared
0.00
None
0.00

ENERGY TRANSFER L P

DFND
COM UT LTD PTN
Shares450.90K
TypeSH
Market value$8.62M
3.04%
Sole
450.90K
Shared
0.00
None
0.00

GLOBAL PMTS INC

DFND
COM
Shares95.50K
TypeSH
Market value$6.93M
2.44%
Sole
95.50K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

DFND
COM
Shares90K
TypeSH
Market value$6.49M
2.29%
Sole
90K
Shared
0.00
None
0.00

TALOS ENERGY INC

DFND
COM
Shares487.64K
TypeSH
Market value$6.30M
2.22%
Sole
487.64K
Shared
0.00
None
0.00

MNTN INC

DFND
CL A
Shares629.68K
TypeSH
Market value$5.79M
2.04%
Sole
629.68K
Shared
0.00
None
0.00

GOLDMAN SACHS BDC INC

DFND
SHS
Shares506.56K
TypeSH
Market value$4.80M
1.69%
Sole
506.56K
Shared
0.00
None
0.00

TORTOISE ENERGY INFRSTRCTR C

DFND
COM
Shares110.10K
TypeSH
Market value$4.72M
1.66%
Sole
110.10K
Shared
0.00
None
0.00

FISERV INC

DFND
COM
Shares95K
TypeSH
Market value$4.66M
1.64%
Sole
95K
Shared
0.00
None
0.00

RIDGEPOST CAP INC

DFND
CL A COM
Shares540K
TypeSH
Market value$4.25M
1.50%
Sole
540K
Shared
0.00
None
0.00

FRANKLIN RESOURCES INC

DFND
COM
Shares119.15K
TypeSH
Market value$3.96M
1.40%
Sole
119.15K
Shared
0.00
None
0.00

KAYNE ANDERSON BDC INC

DFND
COM SHS
Shares283.90K
TypeSH
Market value$3.84M
1.35%
Sole
283.90K
Shared
0.00
None
0.00

BRISTOL-MYERS SQUIBB CO

DFND
COM
Shares60K
TypeSH
Market value$3.46M
1.22%
Sole
60K
Shared
0.00
None
0.00

ACCENTURE PLC IRELAND

DFND
SHS CLASS A
Shares25K
TypeSH
Market value$3.11M
1.10%
Sole
25K
Shared
0.00
None
0.00

ECHOSTAR CORP

DFND
CL A
Shares30K
TypeSH
Market value$3.04M
1.07%
Sole
30K
Shared
0.00
None
0.00

PHENIXFIN CORP

DFND
COM
Shares64.33K
TypeSH
Market value$2.74M
0.97%
Sole
64.33K
Shared
0.00
None
0.00
Page 1 of 3