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

Institutional Holders (2015Q4)
Portfolio Summary: 8 Institutional holders with a total value of $2,293,818.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 INDEPENDENT INVESTORS INC 18,956 961,000 41.90%
2 OUTFITTER ADVISORS, LTD. 7,094 360,000 15.69%
3 Arvest Bank Trust Division 5,126 260,000 11.33%
4 LATHROP INVESTMENT MANAGEMENT CO 5,095 258,000 11.25%
5 M&R CAPITAL MANAGEMENT INC 4,204 213,000 9.29%
6 CATAWBA CAPITAL MANAGEMENT /VA 3,963 201,000 8.76%
7 WEALTHPLAN PARTNERS, LLC 423 21,438 0.93%
8 CT Financial Advisors LLC 382 19,380 0.84%

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.