American Securities LLC 13F holdings
American Securities LLC reported 2 positions with a total reported value of $3.8B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-26. Top holdings by reported value: MWH SOLV Energy Inc (75.2%), AMTM Amentum Holdings, Inc. (24.8%). Against 2026-03-31 it opened 0 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
2 largest of 2 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| MWH SOLV Energy Inc | 82,920,401 | $2.8B | 75.2% |
| AMTM Amentum Holdings, Inc. | 45,026,743 | $930.7M | 24.8% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
No position was increased.
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| MWH SOLV Energy Inc | 91,773,571 | 82,920,401 | -9.6% | $2.8B |
CIK 1475483 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
