American Securities LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), American Securities LLC reported 1 stock position worth $1.1 billion. Its top holding was Amentum (AMTM) at 100.0% of the portfolio. Compared with Q1 2025, it added to 1. The biggest buy was Amentum (AMTM, shares +3%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001475483
Portfolio Value
$1.1B (Q2 2025)
SEC Filing
0001140361-25-027743 ↗ filed Jul 29, 2025

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 $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 Q2 2026

Holdings 1 stocks · $1.1B

AMTM Amentum Holdings Inc. 100.00% 45,026,743 $1.1B Add +2.6%

Portfolio Sells Q1 2025 → Q2 2025

None this quarter.

Portfolio Buys Q1 2025 → Q2 2025

AMTM Amentum Holdings Inc. Add +2.6% 100.00% 0.00

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