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

Institutional Holders (2016Q1)
Portfolio Summary: 6 Institutional holders with a total value of $2,008,477.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 INDEPENDENT INVESTORS INC 18,956 963,000 47.95%
2 OUTFITTER ADVISORS, LTD. 7,094 360,000 17.92%
3 LATHROP INVESTMENT MANAGEMENT CO 4,849 246,000 12.25%
4 Arvest Bank Trust Division 4,309 219,000 10.90%
5 CATAWBA CAPITAL MANAGEMENT /VA 3,963 201,000 10.01%
6 CT Financial Advisors LLC 384 19,477 0.97%

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.