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Who owns AFGWhat AFG owns

What American Financial Group, Inc. owns

The company's own 13F portfolio · as of 2026-03-31 · long US-listed stakes only — private holdings, bonds and cash are not disclosable on a 13F

$269.7M

disclosed stock portfolio

71

positions

15.3%

in NXST

Positions, as of 2026-03-31

ordered by filed value · % of book = share of the disclosed stock portfolio · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NXSTNEXSTAR MEDIA GROUP INC227,482$41.1M15.3%
2CCITIGROUP INC315,000$35.7M13.2%
3VOYGVOYAGER TECHNOLOGIES INC894,941$20.9M7.8%
4ACIALBERTSONS COS INC786,786$13.4M5%
5OWLBLUE OWL CAPITAL INC1.2M$10.8M4%
6EPDENTERPRISE PRODS PARTNERS L255,000$9.6M3.6%
7KMBKIMBERLY-CLARK CORP100,000$9.6M3.6%
8PAAPLAINS ALL AMERN PIPELINE L412,500$9.2M3.4%
9MSDLMORGAN STANLEY DIRECT LENDIN631,500$8.8M3.3%
10ETENERGY TRANSFER L P450,896$8.7M3.2%
11TALOTALOS ENERGY INC487,637$7.7M2.8%
12CMCSACOMCAST CORP NEW267,000$7.7M2.8%
13UBERUBER TECHNOLOGIES INC90,000$6.5M2.4%
14TORTOISE ENERGY INFRSTRCTR C110,102$5.5M2%
15MNTN INC579,683$5.1M1.9%
16CRMSALESFORCE INC27,000$5.0M1.9%
17GOLDMAN SACHS BDC INC506,562$4.5M1.7%
18RPCRIDGEPOST CAP INC540,000$3.9M1.5%
19BMYBRISTOL-MYERS SQUIBB CO60,000$3.6M1.3%
20KAYNE ANDERSON BDC INC205,903$2.8M1%
21BENFRANKLIN RESOURCES INC119,150$2.8M1%
22WDAYWORKDAY INC20,000$2.6M1%
23PHENIXFIN CORP64,327$2.5M0.9%
24KHCKRAFT HEINZ CO110,000$2.5M0.9%
25GRAY MEDIA INC540,202$2.3M0.9%
26OKEONEOK INC NEW25,172$2.3M0.8%
27ICON PLC20,000$2.2M0.8%
28LCNB CORP93,582$1.5M0.5%
29MPLXMPLX LP25,000$1.4M0.5%
30VTRSVIATRIS INC100,000$1.4M0.5%
31SHELSHELL PLC14,500$1.3M0.5%
32SUNSUNOCO LP/SUNOCO FIN CORP20,000$1.3M0.5%
33EFCELLINGTON FINANCIAL INC100,000$1.2M0.4%
34AHQAMERICAN WOODMARK CORP28,924$1.2M0.4%
35PSXPHILLIPS 666,250$1.1M0.4%
36CLIPPER RLTY INC372,044$1.1M0.4%
37ARIAPOLLO COML REAL ESTATE FIN105,154$1.1M0.4%
38LIBERTY LATIN AMERICA LTD125,000$1.1M0.4%
39INVESCO LTD45,000$1.1M0.4%
40TAPMOLSON COORS BEVERAGE CO25,000$1.1M0.4%
41WESWESTERN MIDSTREAM PARTNERS L25,500$1.0M0.4%
42KVUEKENVUE INC60,000$1.0M0.4%
43USACUSA COMPRESSION PARTNERS LP35,150$953,2680.4%
44COPCONOCOPHILLIPS7,000$924,0000.3%
45HESMHESS MIDSTREAM LP22,000$855,1400.3%
46DKLDELEK LOGISTICS PARTNERS LP17,000$845,9200.3%
47JOURNEY MED CORP180,000$844,2000.3%
48KNTKKINETIK HOLDINGS INC16,000$774,5600.3%
49GLPGLOBAL PARTNERS LP17,500$736,7500.3%
50TVARDI THERAPEUTICS INC223,659$711,2360.3%
51ARLPALLIANCE RESOURCE PARTNERS L25,500$705,0750.3%
52BHFBRIGHTHOUSE FINL INC11,362$680,3560.3%
53OMEROS CORP64,113$677,0330.3%
54READY CAPITAL CORP386,120$625,5150.2%
55NOWSERVICENOW INC5,000$522,7500.2%
56FLEX LNG LTD16,500$490,2150.2%
57AMANTERO MIDSTREAM CORP21,000$478,8000.2%
58IHEARTMEDIA INC162,091$473,3060.2%
59XPERI INC81,071$453,9960.2%
60VSNTVERSANT MEDIA GROUP INC10,680$395,3740.1%
61WMBWILLIAMS COS INC5,000$363,9000.1%
62CROSSAMERICA PARTNERS LP15,000$311,7000.1%
63CFFNCAPITOL FED FINL INC36,000$256,6800.1%
64PRECIGEN INC66,114$255,8610.1%
65TWOTWO HARBORS INVENTMENT CORPO13,897$158,7070.1%
66COGNITION THERAPEUTICS INC205,000$155,6980.1%
67KIMBELL RTY PARTNERS LP10,000$144,7000.1%
68GRANITE PT MTG TR INC81,021$117,4800%
69KEROS THERAPEUTICS INC10,105$111,5590%
70CURIOSITYSTREAM INC27,932$82,6790%
71FULL HSE RESORTS INC35,331$79,4950%

Source: SEC Form 13F-HR filed by AMERICAN FINANCIAL GROUP INC (CIK 1042046), reporting period 2026-03-31. Values are quarter-end filed marks. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.