American Securities LLC 13F Holdings · Q2 2026
American Securities LLC reported 2 securities worth $3.75B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MWH (75.21%), AMTM (24.79%). Among its top 25 positions this quarter: 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MWH | SOLV Energy Inc | $2.82B | 75.21% | 82.9M | Trimmed |
| 2 | AMTM | Amentum Holdings, Inc. | $930.7M | 24.79% | 45.0M | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR