13F Insight
DOSSIER · 13F-HR · Q1 2026

AMERICAN SECURITIES LLC

$3.9B in tracked AUM across 2 positions as of Q1 2026.

AS
CIK 0001475483 · last filed Mar 31, 2026
Total AUM
$3.9B
as of Q1 2026
Holdings
2
—
positions
Whale Score
77
77
strong
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

AMERICAN SECURITIES LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MWH
SOLV Energy Inc
$2.8B91.8M70.1%02
AMTM
Amentum Holdings, Inc.
$1.2B45.0M29.9%

Filing history

2026Q1Mar 31
$3.9B▲ 201.0%
2 positionsView →2025Q4Dec 31
$1.3B—
1 positionsView →2025Q3Sep 30
$0▼ 100.0%
0 positionsView →2025Q2Jun 30
$1.1B—
1 positionsLocked2025Q1Mar 31
$0▼ 100.0%
0 positionsLocked2024Q4Dec 31
$923M—
1 positionsLocked2024Q3Sep 30
$0—
0 positionsLocked2024Q2Jun 30
$0—
0 positionsLocked2024Q1Mar 31
$0▼ 100.0%
0 positionsLocked2023Q4Dec 31
$109M▼ 22.0%
1 positionsLocked2023Q3Sep 30
$140M▼ 20.4%
1 positionsLocked2023Q2Jun 30
$175M▼ 9.9%
1 positionsLocked
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