AMERICAN SECURITIES LLC

CIK 0001475483 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-26 · Open the SEC source ↗

AMERICAN SECURITIES LLC reported 2 positions worth $3.75B as of June 30, 2026 (13F filed August 26, 2026). Largest holding: MWH (75.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$3.75B

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

2 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	MWH	SOLV Energy Inc	SH	$2.82B	75.21%	82,920,401	—	—
▸ 2	AMTM	Amentum Holdings, Inc.	SH	$930.7M	24.79%	45,026,743	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does AMERICAN SECURITIES LLC hold as of Q2 2026?

AMERICAN SECURITIES LLC reported 2 positions worth $3.75B in its Q2 2026 13F filing. Largest positions: MWH (75.2%) and AMTM (24.8%).

What did AMERICAN SECURITIES LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did AMERICAN SECURITIES LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.