American Family Investments, Inc.
CIK
2029723
Location
MADISON, WI
Portfolio Value
Small
$115,448,779
Diversification
Highly concentrated
Filing Date
Global Rank
#5,028
/ 8,232
▼ 114
Top Industry
Insurance - Property & Casualty
91.3%
3Y Alpha vs SPY
-49.9%
Period ended 2 months ago
Filed May 14, 2026 · 31d
8 quarters · since Jun 2024
Clone Performance
Aug 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-48.0%
SPY
+39.3%
Annualised alpha
-49.8%
Max drawdown
−61.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
2 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
91.3%
−4.4 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
8,416
Highly concentrated−758
Portfolio Trend
8 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 91.3% | $105,438,069 |
| Energy | 8.7% | $10,010,710 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$115,448,779 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BOW |
Bowhead Specialty Holdings Inc.
Financial Services
|
Held | 4,700,761 | $105,438,069 | 91.33% | |
| TDW |
Tidewater Inc
Energy
|
Held | 119,817 | $10,010,710 | 8.67% |