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American Securities LLC

CIK 1475483 · latest 13F filed 26 August 2026 · Read the filing on EDGAR

American Securities LLC reported 2 US-listed holdings worth $3.75 billion in its 13F for the quarter ended 30 June 2026, filed 26 August 2026. Its largest: Solv Energy Inc. (75.2%) and Amentum Holdings, Inc. (24.8%). Against the quarter before, it opened 0 positions, added to 0, trimmed 1 and sold out of 0.

Reported holdings$3.75B-4.5% on Q1 2026
Positions2as many as Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 26 August 2026
Where the money is
HeldTrimmed
MWH75.2%AMTM24.8%

The 2 largest of its 2 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $0 in 1 positions$0Q3 24Q4 2024: $923.1 million in 1 positions$923MQ4 24Q1 2025: $798.9 million in 1 positions$799MQ1 25Q2 2025: $1.06 billion in 1 positions$1.06BQ2 25Q3 2025: $1.08 billion in 1 positions$1.08BQ3 25Q4 2025: $1.31 billion in 1 positions$1.31BQ4 25Q1 2026: $3.93 billion in 2 positions$3.93BQ1 26Q2 2026: $3.75 billion in 2 positions$3.75BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Held 1Trimmed 1
Held: 1Trimmed: 1

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Trimmed 1

  1. Solv Energy Inc. MWH-8.9 million shares · -10%

What it holds

CompanySharesValueOf its bookChange in shares
Solv Energy Inc. MWH82,920,401$2.82 billion75.21%-8,853,170
Amentum Holdings, Inc. AMTM45,026,743$930.7 million24.79%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before.