American Securities LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 26, 2026), American Securities LLC reported 2 stock positions worth $3.8 billion. Its top holding was Solv Energy Class A (MWH) at 75.2% of the portfolio, followed by Amentum (AMTM, 24.8%). Compared with Q1 2026, it reduced 1. The biggest sale was Solv Energy Class A (MWH, shares −10%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001475483
Portfolio Value
$3.8B (Q2 2026)
SEC Filing
0001140361-26-034405 ↗ filed Aug 26, 2026

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $0 Q1 2024 Q2 2024: $0 Q2 2024 Q3 2024: $0 Q3 2024 Q4 2024: $923.1M Q4 2024 Q1 2025: $798.9M Q1 2025 Q2 2025: $1.1B Q2 2025 Q3 2025: $1.1B Q3 2025 Q4 2025: $1.3B Q4 2025 Q1 2026: $3.9B Q1 2026 Q2 2026: $3.8B $3.8B Q2 2026

Holdings 2 stocks · $3.8B
MWH Solv Energy Inc. Class A 75.21% 82,920,401 $2.8B Reduce -9.7%
AMTM Amentum Holdings Inc. 24.79% 45,026,743 $930.7M No change

Portfolio Sells Q1 2026 → Q2 2026
MWH Solv Energy Inc. Class A Reduce -9.7% 75.21% +5.09

Portfolio Buys Q1 2026 → Q2 2026
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$3.8BMWH, AMTM
Q1 2026 2$3.9BMWH, AMTM
Q4 2025 1$1.3BAMTM
Q3 2025 1$1.1BAMTM
Q2 2025 1$1.1BAMTM
Q1 2025 1$798.9MAMTM
Q4 2024Amended 1$923.1MAMTM
Q3 2024 0$0
Q2 2024 0$0
Q1 2024 0$0