American Financial Group
American Financial Group reported 73 stocks worth $284M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are C (15.6%), NXST (14.3%) and KMB (4.6%). Compared with Q1 2026, the fund opened new positions in GPN, FISV and ACN, added to KMB, CMCSA and PAA, trimmed VOYG, CRM and WDAY and sold out of ICLR and IHRT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  C Citigroup Inc | $44.1M | 15.6% | 315K | No change | 8 of 8 | |
| 2 |  NXST Nexstar Media Group Inc Class Class A | $40.6M | 14.3% | 227K | No change | 8 of 8 | |
| 3 |  KMB Kimberly Clark Corp | $13.2M | 4.6% | 120K | +20K (+20%) | 3 of 8 | |
| 4 |  ACI Albertsons Cos Inc | $10.6M | 3.8% | 787K | No change | 8 of 8 | |
| 5 |  OWL Blue Owl Capital Inc | $10.3M | 3.6% | 1.2M | No change | 3 of 8 | |
| 6 |  VOYG Voyager Technologies Inc Com CL A | $9.7M | 3.4% | 300K | −595K (−66%) | 5 of 8 | |
| 7 |  MSDL Morgan Stanley Direct Lendin Com SH | $9.5M | 3.4% | 632K | No change | 3 of 8 | |
| 8 |  CMCSA Comcast Corp New | $9.5M | 3.4% | 387K | +120K (+45%) | 8 of 8 | |
| 9 |  EPD Enterprise Products | $9.4M | 3.3% | 255K | No change | 8 of 8 | |
| 10 |  PAA Plains All Amern Pipeline L | $9.3M | 3.3% | 419K | +6,500 (+2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →American Financial Group 13F FAQ
What does American Financial Group own?
American Financial Group reported 73 stocks worth $284M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are C (15.6%), NXST (14.3%) and KMB (4.6%). The table above lists every position in the filing (the top 10 without an account).
What did American Financial Group buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 8 added to, 3 trimmed and 3 sold out. New positions include GPN, FISV and ACN. It sold all of ICLR and IHRT.
When will American Financial Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is American Financial Group's portfolio worth?
The Q2 2026 filing reports $284M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.