AMERICAN FINANCIAL

Latest statistics and disclosures from AMERICAN FINANCIAL's latest quarterly 13F-HR filing:

AMERICAN FINANCIAL portfolio companies for March 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
NATL National Interstate Corporation 24.22 10200000 26.81 26.46
Cys Investments 2.51 3430000 8.26 0.00
TWO Two Harbors Investment 2.38 2625000 10.25 10.43
Stonegate Mortgage 2.38 +158.00% 1811111 14.86 0.00
Ellington Financial 2.22 1053853 23.82 0.00
AAPL Apple 2.19 46000 536.74 98.94
American Capital Mortgage In 2.09 1258300 18.77 0.00
Citi 1.92 +49.00% 455000 47.60 0.00
HPQ Hewlett-Packard Company 1.63 570000 32.36 36.09
MSFT Microsoft Corporation 1.62 446500 40.99 43.91
KSS Kohl's Corporation 1.61 320000 56.80 52.30
PEP Pepsi 1.59 215050 83.50 90.75
AGNC American Capital Agency 1.56 821600 21.49 23.90
MET MetLife 1.54 +43.00% 330200 52.80 54.43
GM General Motors Company 1.52 NEW 500000 34.42 34.98
American Homes 4 Rent-a reit 1.48 1000000 16.71 0.00
Nmi Hldgs Inc cl a 1.44 +6.00% 1388000 11.72 0.00
JPM JPMorgan Chase & Co. 1.40 260000 60.71 58.88
MRK Merck & Co 1.36 271000 56.77 58.82
Apollo Residential Mortgage 1.29 898594 16.23 0.00
PFE Pfizer 1.25 438000 32.12 30.11
K Kellogg Company 1.22 218850 62.71 65.53
INTC Intel Corporation 1.21 529000 25.81 34.33
WFC Wells Fargo & Company 1.20 272000 49.74 51.90
National Gen Hldgs 1.18 NEW 955000 14.00 0.00
GE General Electric Company 1.15 500000 25.89 25.66
MT ArcelorMittal 1.14 800000 16.15 15.27
BAC Bank of America Corporation 1.13 741600 17.20 15.47
Customers Ban 1.10 596429 20.87 0.00
EMC EMC Corporation 1.09 450000 27.41 29.62
COH Coach 1.08 245000 49.66 34.39
BCS Barclays 1.03 NEW 740000 15.70 15.01
VRSK Verisk Analytics 0.99 186191 59.96 62.19
PRU Prudential Financial 0.97 +22.00% 128823 84.65 88.41
Revolution Lighting Tech 0.96 -17.00% 3434404 3.15 0.00
ANH Anworth Mortgage Asset Corporation 0.95 2157452 4.96 5.21
BTU Peabody Energy Corporation 0.91 630000 16.34 15.49
FCX Freeport-McMoRan Copper & Gold 0.88 300000 33.07 38.06
Homestreet 0.87 +4.00% 500100 19.55 0.00
MYRG MYR 0.86 384615 25.32 25.15
PNC PNC Financial Services 0.85 110000 86.99 83.67
PBCT People's United Financial 0.83 630000 14.87 14.96
JNJ Johnson & Johnson 0.82 94200 98.23 102.04
WMT Wal-Mart Stores 0.81 120000 76.43 75.45
American Residential Pptys I 0.80 500000 17.98 0.00
TGT Target Corporation 0.75 140000 60.51 60.63
CSCO Cisco Systems 0.71 360000 22.42 25.98
Flagstar Ban 0.70 -46.00% 358208 22.22 0.00
Mondelez Int 0.68 223250 34.55 0.00
ARLP Alliance Resource Partners 0.67 90136 84.17 51.34
MRO Marathon Oil Corporation 0.62 198000 35.52 40.26
PG Procter & Gamble Company 0.57 79391 80.60 79.01
CB Chubb Corporation 0.56 71000 89.30 89.10
Ace Limited Cmn 0.55 63000 99.06 0.00
MDT Medtronic 0.55 100000 61.54 62.33
BP BP 0.54 127500 48.10 49.80
VIA.B Via 0.53 70000 84.99 0.00
Hldgs 0.51 130024 44.63 0.00
NYB New York Community Ban 0.50 350000 16.07 0.00
CMCSA Comcast Corporation 0.46 103500 50.04 56.09
WRB W.R. Berkley Corporation 0.43 117000 41.62 45.32
CVX Chevron Corporation 0.41 38800 118.92 133.44
Vodafone Group New Adr F 0.40 NEW 122726 36.81 0.00
FFBC First Financial Ban 0.37 231867 17.98 16.39
ACI Arch Coal 0.37 855000 4.82 3.00
TYY Tortoise Energy Capital Corporation 0.33 111700 33.14 0.00
IVR Invesco Mortgage Capital 0.30 203700 16.47 17.35
Carlyle Group L P 0.28 89300 35.15 0.00
OMER Omeros Corporation 0.27 255101 12.07 13.88
VZ Verizon Communications 0.25 NEW 59174 47.58 52.09
SPLS Staples 0.25 250000 11.34 11.03
DAL Delta Air Lines 0.25 81048 34.65 38.38
LINE Linn Energy 0.23 91631 28.32 31.12
Teck Resources Ltd cl b 0.22 114100 21.67 0.00
National Bank Hldgsk 0.19 108900 20.07 0.00
Rexford Industrial Realty Inc reit 0.19 150000 14.18 0.00
LCNB LCNB 0.18 114285 17.30 15.81
GILD Gilead Sciences 0.17 NEW 27500 70.87 92.48
PWC PowerShares Dynamic Market 0.17 26391 71.35 73.21
Organovo Holdings 0.17 251500 7.64 0.00
Gilead Sciences 0.17 NEW 27500 70.87 0.00
NLY Annaly Capital Management 0.14 148260 10.97 11.48
CLNY Colony Financial 0.14 70000 21.96 22.92
IIIN Insteel Industries 0.08 46825 19.67 19.15
Eaton 0.08 11500 75.13 0.00
GIS General Mills 0.07 15000 51.80 52.99
WEC Wisconsin Energy Corporation 0.07 16000 46.56 45.40
STWD Starwood Property Trust 0.06 30000 23.60 23.81
T AT&T; 0.06 20500 35.07 36.53
SYY SYSCO Corporation 0.06 19000 36.11 36.75
PM Philip Morris International 0.05 6500 81.85 84.92
Thomson Reuters 0.05 18000 34.22 0.00
Ensco Plc Shs Class A 0.05 10500 52.76 0.00
LUK Leucadia National 0.04 16474 27.99 25.30
COP ConocoPhillips 0.04 7000 70.29 85.32
EFA iShares MSCI EAFE Index Fund 0.04 7464 67.26 68.16
INFI Infinity Pharmaceuticals 0.04 40000 11.90 9.48
CFFND Capitol Federal Financial 0.04 36000 12.56 0.00
Abbvie 0.04 9100 51.43 0.00
STC Stewart Information Services Corporation 0.03 8187 35.18 30.00
DD E.I. du Pont de Nemours & Company 0.03 5500 67.09 66.53
Domtar 0.03 2705 112.38 0.00
ORB Orbital Sciences 0.03 12378 27.87 25.51
MSCC Microsemi Corporation 0.03 +12.00% 11739 25.04 24.82
PQ PetroQuest Energy 0.03 67534 5.70 6.79
WNC Wabash National Corporation 0.03 22547 13.75 13.44
RPT Ramco-Gershenson Properties Trust 0.03 17345 16.32 16.88
ARGO GROUP INTERNATIONAL Holdi Com Stk 0.03 7377 45.82 0.00
MFA MFA Mortgage Investments 0.03 50000 7.76 8.35
IBKC IBERIABANK Corporation 0.03 4405 70.15 65.99
NICE Nice Systems 0.03 NEW 6556 44.69 40.44
OFC Corporate Office Properties Trust 0.03 11159 26.62 28.99
CAP CAI International 0.03 +13.00% 11760 24.66 20.68
Ltx Credence Corporation 0.03 32188 8.92 0.00
ADRE BLDRS Emerging Markets 50 ADR Index 0.03 10529 36.38 41.95
VNQ Vanguard REIT ETF 0.03 4694 70.52 76.36
PEY PowerShares High Yld. Dividend Achv 0.03 29947 12.19 12.56
GRES IQ ARB Global Resources ETF 0.03 9861 29.21 29.68
Capit Bk Fin A 0.03 -90.00% 14715 25.08 0.00
GXP Great Plains Energy Incorporated 0.02 NEW 7602 27.10 25.80
HI Hillenbrand 0.02 NEW 6484 32.39 30.61
MIG Meadowbrook Insurance 0.02 32873 5.84 6.28
SYKE Sykes Enterprises, Incorporated 0.02 +15.00% 11970 19.88 20.86
MGLN Magellan Health Services 0.02 3907 59.38 58.27
PGI Premiere Global Services 0.02 20924 12.04 13.21
RTEC Rudolph Technologies 0.02 20778 11.41 9.17
ENS EnerSys 0.02 3899 69.25 64.77
SYNA Synaptics, Incorporated 0.02 -33.00% 3369 59.96 75.56
CDR Cedar Shopping Centers 0.02 +14.00% 43193 6.11 6.36
CFNL Cardinal Financial Corporation 0.02 13804 17.82 17.62
FFIC Flushing Financial Corporation 0.02 12194 21.08 19.37
OMCL Omnicell 0.02 9329 28.62 27.30
RFMD RF Micro Devices 0.02 -21.00% 22837 7.88 11.27
HERO Hercules Offshore 0.02 NEW 51407 4.59 3.63
URS URS Corporation 0.02 4994 47.06 58.10
BAS Basic Energy Services 0.02 -57.00% 8324 27.39 26.03
FMER FirstMerit Corporation 0.02 +27.00% 12182 20.85 17.92
SRI Stoneridge 0.02 +18.00% 19563 11.25 10.98
AZZ AZZ Incorporated 0.02 4788 44.70 45.40
RWJ RevenueShares Small Cap Fund 0.02 4443 54.69 54.21
Cyrusone 0.02 10643 20.86 0.00
Sizmek 0.02 NEW 18796 10.64 0.00
BGFV Big 5 Sporting Goods Corporation 0.01 NEW 10484 16.02 11.32
JRN Journal Communications 0.01 NEW 17372 8.86 8.63
FLL Full House Resorts 0.01 66948 2.18 1.38
HYF Managed High Yield Plus Fund 0.00 10000 2.10 2.12
Voltari 0.00 14130 3.54 0.00

Past 13F-HR SEC Filings for AMERICAN FINANCIAL

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