Fund HoldingsAMERICAN FINANCIAL GROUP INC

Total Portfolio Value
$219.60M
Total Bought
$6.21M
Total Sold
$3.31M
Net Transaction
+$2.90M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
NEXSTAR MEDIA GROUP INC(NXST)227,482227,48203835,93516.36%+35,898
CITIGROUP INC(C)315,000315,00002022,17310.10%+22,153
ALBERTSONS COS INC786,786786,78601515,4527.04%+15,438
TALOS ENERGY INC(TALO)1,487,6371,487,63701514,4456.58%+14,430
SINCLAIR INC(SBGI)658,420658,42001010,6274.84%+10,617
GENERAL MTRS CO(GM)190,000190,0000910,1214.61%+10,113
ENERGY TRANSFER L P(ET)450,896450,896078,8334.02%+8,826
ENTERPRISE PRODS PARTNERS L(EPD)255,000255,000077,9973.64%+7,989
COMCAST CORP NEW(CCZ)207,000207,000097,7693.54%+7,760
PLAINS ALL AMERN PIPELINE L(PAA)412,500412,500077,0463.21%+7,038
WARNER BROS DISCOVERY INC(WBD)661,665661,665056,9943.18%+6,988
TWO HARBORS INVENTMENT CORPO(TWO)00065,9252.70%+5,919
UBER TECHNOLOGIES INC(UBER)090,000+90,00005,4292.47%+5,429
TORTOISE ENERGY INFRA CORP(TYG)110,102110,102044,6242.11%+4,620
INVESCO LTD(IVZ)245,000245,000044,2831.95%+4,278
BRISTOL-MYERS SQUIBB CO(BMY)60,00060,000033,3941.55%+3,390
KRAFT HEINZ CO(KHC)110,000110,000043,3781.54%+3,374
EOS ENERGY ENTERPRISES INC(EOSE)1,979,620679,620-1,300,00063,3031.50%+3,297
PHENIXFIN CORP64,32764,327033,2581.48%+3,255
ARCELORMITTAL SA LUXEMBOURG(MT)133,333133,333043,0841.40%+3,080
READY CAPITAL CORP386,120386,120032,6331.20%+2,630
ONEOK INC NEW(OKE)25,17225,172022,5271.15%+2,525
FRANKLIN RESOURCES INC(BEN)119,150119,150022,4181.10%+2,415
AMERICAN WOODMARK CORPORATIO28,92428,924032,3001.05%+2,298
CLIPPER RLTY INC372,044372,044021,7040.78%+1,702
GRAY TELEVISION INC540,202540,202031,7020.77%+1,699
MOLSON COORS BEVERAGE CO(TAP)25,00025,000011,4330.65%+1,432
LCNB CORP93,58293,582011,4160.64%+1,414
VIATRIS INC(VTRS)100,000100,000011,2450.57%+1,244
ELLINGTON FINANCIAL INC(EFC)100,000100,000011,2120.55%+1,211
MPLX LP(MPLX)25,00025,000011,1970.54%+1,195
SUNOCO LP/SUNOCO FIN CORP(SUN)19,50019,500011,0030.46%+1,002
WESTERN MIDSTREAM PARTNERS L(WES)25,00025,000019610.44%+960
APOLLO COML REAL EST FIN INC(ARI)105,154105,154019110.41%+910
SHELL PLC(SHEL)14,50014,500019080.41%+907
XPERI INC81,07181,071018330.38%+832
USA COMPRESSION PARTNERS LP(USAC)35,15035,150018280.38%+827
GLOBAL PARTNERS LP(GLP)17,50017,500018150.37%+814
HESS MIDSTREAM LP(HESM)21,50021,500017960.36%+795
LIBERTY LATIN AMERICA LTD(LILA)125,000125,000017930.36%+791
KINETIK HOLDINGS INC(KNTK)13,50013,500017660.35%+765
PHILLIPS 66(PSX)6,2506,250017120.32%+711
JOURNEY MED CORP180,000180,000017040.32%+703
CONOCOPHILLIPS(COP)7,0007,000016940.32%+693
ALLIANCE RESOURCE PARTNERS L(ARLP)25,50025,500016700.31%+670
OMEROS CORP(OMER)64,11364,113006330.29%+633
BRIGHTHOUSE FINL INC(BHF)11,36211,362015460.25%+545
DELEK LOGISTICS PARTNERS LP(DKL)10,00012,000+2,00005070.23%+507
IHEARTMEDIA INC162,091162,091003210.15%+321
ANTERO MIDSTREAM CORP(AM)21,00021,000003170.14%+317
CROSSAMERICA PARTNERS LP(CAPL)14,00014,000003080.14%+308
FLEX LNG LTD(FLNG)012,000+12,00002750.13%+275
BM TECHNOLOGIES INC51,26251,262002510.11%+250
GRANITE PT MTG TR INC81,02181,021002260.10%+226
CAPITOL FED FINL INC(CFFN)36,00036,000002130.10%+213
TWO HBRS INVT CORP(TWO)13,89713,897001640.07%+164
KEROS THERAPEUTICS INC10,10510,105011600.07%+159
FULL HSE RESORTS INC35,33135,331001440.07%+144
COGNITION THERAPEUTICS INC205,000205,000001440.07%+144
PRECIGEN INC(PGEN)66,11466,11400740.03%+74
CURIOSITYSTREAM INC27,93227,93200430.02%+43
ONCONETIX INC36,02336,02300230.01%+23
BIOLIFE SOLUTIONS INC(BLFS)30,9180-30,91810-1
AUGMEDIX INC500,0000-500,00010-1
TEGNA INC100,0000-100,00020-2
NEXTNAV INC(NN)500,0000-500,00040-4
ALTENERGY ACQUISITION CORP500,0000-500,00060-6
PENNYMAC CORP(PMT)00070-7
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