13F Insight
DOSSIER · 13F-HR · Q2 2026

AMERICAN SECURITIES LLC

$3.8B in tracked AUM across 2 positions as of Q2 2026.

AS
CIK 0001475483 · last filed Jun 30, 2026
Total AUM
$3.8B
as of Q2 2026
Holdings
2
—
positions
Whale Score
77
77
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

AMERICAN SECURITIES LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MWH
SOLV Energy Inc
$2.8B82.9M75.2%02
AMTM
Amentum Holdings, Inc.
$931M45.0M24.8%

Filing history

2026Q2Jun 30
$3.8B▼ 4.5%
2 positionsView →2026Q1Mar 31
$3.9B▲ 201.0%
2 positionsView →2025Q4Dec 31
$1.3B—
1 positionsView →2025Q3Sep 30
$0▼ 100.0%
0 positionsLocked2025Q2Jun 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 positionsLocked
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