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AMERICAN FUNDAMENTAL INVESTORS CLASS A
AMERICAN FUNDAMENTAL INVESTORS CLASS A. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 5 Institutional holders with a total value of $1,326,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 LATHROP INVESTMENT MANAGEMENT CO 7,176 387,000 29.19%
2 OUTFITTER ADVISORS, LTD. 7,094 383,000 28.88%
3 M&R CAPITAL MANAGEMENT INC 5,847 315,000 23.76%
4 ROTHSCHILD INVESTMENT LLC /IL 4,265 230,000 17.35%
5 TOCQUEVILLE ASSET MANAGEMENT L.P. 204 11,000 0.83%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.