American Financial

Latest statistics and disclosures from American Financial's latest quarterly 13F-HR filing:

Companies in the American Financial portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Citigroup Inc 4.77 635000 72.74
General Motors Company (GM) 4.54 1.09M 40.38
Apple (AAPL) 3.85 242000 -24% 154.12
General Cable Corporation (BGC) 3.73 1.92M 18.85
Colony Northstar 3.44 2.65M 12.56
Pdvwireless 3.36 1.09M 29.80
Cys Investments 2.97 3.33M 8.64
Mtge Invt Corp Com reit 2.47 1.23M 19.40
Sutherland Asset Management reit 2.40 1.48M 15.70
Great Ajax Corp reit 2.29 1.57M 14.09
Two Harbors Investment (TWO) 2.25 2.16M 10.08
Century Communities 2.17 851000 24.70
KKR & Co (KKR) 2.16 1.03M 20.33
Carlyle Group L P 2.12 869150 -17% 23.60
Prudential Financial (PRU) 2.07 188823 106.32
Via (VIA.B) 2.00 695000 27.84
Ally Financial 1.98 790000 24.26
Arlington Asset Investment (AI) 1.84 1.40M 12.73
Agnc Invt Corp Com reit 1.80 804800 21.68
Nmi Hldgs Inc cl a 1.78 1.39M 12.40
Mallinckrodt Pub 1.77 458100 37.37
Colony Finl Inc note 5.00% 1.74 16.50M NEW 1.02
Ellington Financial Llc 1.71 1.05M 15.79
Coach (COH) 1.60 385000 40.28
Verisk Analytics (VRSK) 1.60 186191 83.19
Omeros Corporation (OMER) 1.60 715101 21.62
Energy Transfer Partners 1.58 835000 +54% 18.29
Chubb 1.56 105734 142.55
Medley Capital Corporation 1.36 2.20M 5.97
Blackstone (BX) 1.35 392000 33.37
Prospect Capital Corp conv 1.27 12.20M 1.01
Cisco Systems (CSCO) 1.25 360000 33.63
Clipper Realty Inc Reit equities - reit 1.23 1.11M 10.71
Revolution Lighting Technolo 1.21 1.81M 6.50
Franklin Resources (BEN) 1.06 230000 -30% 44.52
Gilead Sciences (GILD) 1.00 120000 81.02
Legg Mason (LM) 0.91 225000 39.31
Anworth Mortgage Asset Corporation (ANH) 0.88 1.42M 6.01
Comcast Corporation (CMCSA) 0.82 207000 38.48
Barclays (BCS) 0.81 758000 10.35
W.R. Berkley Corporation (WRB) 0.81 117000 66.74
Tortoise Energy Infrastructure (TYG) 0.74 248716 28.96
Royal Dutch Shell (RDS.B) 0.71 110000 62.54
Endo International 0.71 807880 8.56
Arcelormittal Cl A Ny Registry 0.71 266666 25.76
Apollo Commercial Real Est. Finance (ARI) 0.70 375226 18.11
Wells Fargo & Company (WFC) 0.69 122000 55.15
Tribune Co New Cl A 0.69 163106 NEW 40.86
Medtronic 0.68 85000 77.76
MetLife (MET) 0.67 125000 51.95
Resolute Fst Prods In 0.67 1.28M 5.05
Mylan Nv 0.65 200000 31.38
Select Energy Svcs Inc cl a 0.62 375000 15.92
Liberty Global 0.60 250000 23.30
Macy's (M) 0.57 255000 NEW 21.82
Peak Resorts 0.56 1.25M 4.35
Hc2 Holdings 0.55 1.01M 5.28
New York Community Ban (NYB) 0.47 350000 12.89
Deutsche Bank Ag-registered 0.43 239999 17.27
Dell Technologies Inc Class V equity 0.40 50155 77.21
Sinclair Broadcast (SBGI) 0.39 117649 NEW 32.05
Delta Air Lines (DAL) 0.38 76048 48.23
Celgene Corporation (CELG) 0.38 25000 145.80
Medley Mgmt 0.37 579100 6.15
Invesco Mortgage Capital (IVR) 0.36 203700 17.13
BP (BP) 0.33 82500 38.42
Teva Pharmaceutical Industries (TEVA) 0.33 180000 17.60
Marathon Oil Corporation (MRO) 0.28 198000 13.56
Verizon Communications (VZ) 0.27 52994 49.50
Twenty-first Century Fox 0.27 100000 26.38
Potbelly 0.26 200000 12.40
Kellogg Company (K) 0.25 38850 62.37
LCNB (LCNB) 0.24 109285 20.95
Oaktree Cap 0.24 50000 47.05
Biogen Idec (BIIB) 0.23 7000 313.14
Usa Compression Partners 0.22 129871 16.72
Allergan 0.21 10000 205.00
Affiliated Managers (AMG) 0.20 10000 189.80
Northstar Realty Europe 0.20 149166 12.81
Annaly Capital Management (NLY) 0.19 148260 12.19
Dycom Industries (DY) 0.18 20000 NEW 85.90
Insteel Industries (IIIN) 0.13 46825 26.13
Axovant Sciences 0.12 172395 6.88
Vanguard S&p 500 Etf idx fd 0.11 4432 230.82
Prospect Capital Corporation note 5.875 0.11 1000000 1.02
Enbridge Energy Partners (EEP) 0.08 50000 15.98
Starwood Property Trust (STWD) 0.07 30000 21.73
Vanguard Extended Market ETF (VXF) 0.07 5909 107.12
Brighthouse Finl Inc Com 0.07 11362 NEW 60.79
Vanguard FTSE All-World ex-US ETF (VEU) 0.06 10290 52.67
Organovo Holdings 0.06 251500 2.22
MFA Mortgage Investments (MFA) 0.05 50000 8.76
Capitol Federal Financial (CFFND) 0.05 36000 14.69
Vanguard REIT ETF (VNQ) 0.05 6279 83.13
Leucadia National (LUK) 0.04 16474 25.20
ConocoPhillips (COP) 0.04 7000 50.00
Royal Dutch Shell (RDS.A) 0.04 6500 60.62
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.04 3418 114.98
Global X Fds glb x mlp enr 0.04 26146 13.81
Pjt Partners 0.04 9800 38.32
Vanguard High Dividend Yield ETF (VYM) 0.03 3903 80.96
Full House Resorts (FLL) 0.02 66948 2.80
Starwood Waypoint Homes 0.02 6000 NEW 36.33
Infinity Pharmaceuticals (INFI) 0.01 40000 1.35
Nii Holdings 0.00 106865 0.44

Past 13F-HR SEC Filings by American Financial

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