American Financial Group Inc.
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$267.2M
Holdings
71
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NXST
NEXSTAR MEDIA GROUP INC
Q1 2026: Exited (was 25.2k shares)
15.4%
02
$C
CITIGROUP INC
Q1 2026: Exited (was 14.0k shares)
13.4%
03
$VOYG
VOYAGER TECHNOLOGIES INC
Q1 2026: Exited (was 894.9k shares)
7.8%
04
$ACI
ALBERTSONS COS INC
Q1 2026: Exited (was 786.8k shares)
5.0%
05
$OWL
BLUE OWL CAPITAL INC
Q1 2026: Exited (was 600.0k shares)
4.0%
06
$EPD
ENTERPRISE PRODS PARTNERS L
Q1 2026: Exited (was 255.0k shares)
3.6%
07
$KMB
KIMBERLY-CLARK CORP
Q1 2026: Exited (was 80.0k shares)
3.6%
08
$PAA
PLAINS ALL AMERN PIPELINE L
Q1 2026: Exited (was 412.5k shares)
3.4%
09
$MSDL
MORGAN STANLEY DIRECT LENDIN
Q1 2026: Exited (was 531.5k shares)
3.3%
10
$ET
ENERGY TRANSFER L P
Q1 2026: Exited (was 154.8k shares)
3.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:24 UTC.