UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Year Ended December 31, 2000 AMERICAN FINANCIAL GROUP, INC. One East Fourth Street, Cincinnati, Ohio 45202 ------------------------------------------------------------------------- (Name and Address of Institutional Investment Manager Filing this Report) Form 13F File Number: 28-4389 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Fred J. Runk Senior Vice President and Treasurer (513) 579-2489 ----------------------------------------------- (Name, Title and Phone Number of Person Signing this Report on Behalf of Reporting Manager) Signature: Fred J. Runk Cincinnati, Ohio February 9, 2001 - ---------------------------------- Fred J. Runk Senior Vice President and Treasurer Report Type: [X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. Page 1 of 3
FORM 13F SUMMARY PAGE --------------------- Number of Other Included Managers: 5 ---------- Form 13F Information Table Entry Total: 38 ---------- Form 13F Information Table Value Total (thousands): $1,002,467 ---------- Name and 13F file numbers of all Institutional Investment Managers with respect to which this schedule is filed (other than American Financial Group, Inc.): Number 13F File Number Name of Subsidiary ------ --------------- ------------------------------------ 1. 28-5042 AFC Holding Company 2. 28-497 American Financial Corporation 3. 28-2414 American Premier Underwriters, Inc. 4. 28-3978 Pennsylvania Company 5. 28-498 Great American Insurance Company Page 2
FORM 13F INFORMATION TABLE Column 4: Column 5: Column 8: Column 2: Market Shares or Column 6: Column 7: Voting Authority Column 1: Title of Column 3: Value Principal Investment Other --------------------------- Name of Issuer Class CUSIP (000's) Amount Discretion Managers Sole Shared None -------------- ---------------- ----------- ---------- ------------ ---------- --------- ---------- ------ --------- HOLDINGS OF GREAT AMERICAN INSURANCE COMPANY - ------------------------------ ADELPHIA COMMUNICATIONS CORP CL A 006848 10 5 $ 1,342 26,000SH Defined 1,2,5 26,000 GREAT AMERN FINL RES INC COM 389915 10 9 670,522 35,059,995SH Defined " 35,059,995 AT HOME CORP COM SER A 045919 10 7 55 10,000SH Defined " 10,000 CHIQUITA BRANDS INTL INC COM 170032 10 6 17,230 17,230,289SH Defined " 17,230,289 COMCAST CORP CL A 200300 10 1 785 19,000SH Defined " 19,000 COMCAST CORP CL A SPL 200300 20 0 1,461 35,000SH Defined " 35,000 MARSH SUPERMARKETS INC CL B 571783 20 8 2,393 189,543SH Defined " 189,543 MARSH SUPERMARKETS INC CL A 571783 30 7 618 39,543SH Defined " 39,543 METRICOM INC COM 591596 10 1 151 15,000SH Defined " 15,000 PROVIDENT FINL GROUP INC COM 743866 10 5 208,960 5,572,271SH Defined " 5,572,271 RCN CORP COM 749361 10 1 133 21,000SH Defined " 21,000 SEPRACOR INC COM 817315 10 4 2,949 36,800SH Defined " 36,800 TIME WARNER INC COM 887315 10 9 911 17,433SH Defined " 17,433 WASHINGTON MUT INC COM 939322 10 3 712 13,423SH Defined " 13,423 HOLDINGS OF OTHER SUBSIDIARIES OF AFG EACH HAVING LESS THAN $100 MILLION IN 13F SECURITIES - ------------------------------ ADELPHIA COMMUNICATIONS CORP CL A 006848 10 5 2,716 52,605SH Defined 1,2,3,4 52,605 AT HOME CORP COM SER A 045919 10 7 465 84,018SH Defined " 84,018 BERKLEY W R CORP COM 084423 10 2 1,493 31,630SH Defined " 31,630 BRISTOL MYERS SQUIBB CO COM 110122 10 8 1,479 20,000SH Defined 1,2,3,4,5 20,000 BROADWING INC COM 111620 10 0 744 32,611SH Defined 1,2,3,4 32,611 CABLEVISION SYS CORP CL A 12686C 10 9 425 5,000SH Defined " 5,000 CHIQUITA BRANDS INTL INC COM 170032 10 6 6,766 6,766,006SH Defined 1,2,3,4,5 6,766,006 COMCAST CORP CL A 200300 10 1 611 14,800SH Defined 1,2,3,4 14,800 COMCAST CORP CL A SPL 200300 20 0 574 13,760SH Defined " 13,760 JOHN HANCOCK BK &THRIFT OPP FD SH BEN INT 409735 10 7 463 52,200SH Defined " 52,200 HOST MARRIOTT CORP NEW COM 44107P 10 4 131 10,110SH Defined " 10,110 LEUCADIA NATL CORP COM 527288 10 4 934 26,352SH Defined 1,2 26,352 MARSH SUPERMARKETS INC CL B 571783 20 8 6,739 533,801SH Defined 1,2,3,4 533,801 MARSH SUPERMARKETS INC CL A 571783 30 7 10,786 690,301SH Defined " 690,301 METRICOM INC COM 591596 10 1 201 20,000SH Defined " 20,000 POPULAR INC COM 733174 10 6 4,981 189,320SH Defined 1,2,5 189,320 PROVIDENT FINL GROUP INC COM 743866 10 5 26,136 696,943SH Defined 1,2,3,4,5 696,943 RCN CORP COM 749361 10 1 443 70,250SH Defined " 70,250 RELIANCE GROUP HOLDINGS INC COM 759464 10 0 0 10,800SH Defined 1,2,5 10,800 SEPRACOR INC COM 817315 10 4 5,961 74,400SH Defined 1,2,3,4,5 74,400 US BANCORP DEL COM 902973 10 6 657 22,500SH Defined 1,2,3,4 22,500 WASHINGTON MUT INC COM 939322 10 3 2,306 43,453SH Defined 1,2,5 43,453 WESTPOINT STEVENS INC COM 961238 10 2 220 29,400SH Defined 1,2,3,4 29,400 ZENITH NATL INS CORP COM 989390 10 9 19,014 647,300SH Defined " 647,300 ---------- REPORT TOTAL $1,002,467 ==========