American Securities LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), American Securities LLC reported 2 stock positions worth $3.9 billion. Its top holding was Solv Energy Class A (MWH) at 70.1% of the portfolio, followed by Amentum (AMTM, 29.9%). Compared with Q4 2025, it opened 1 new position. The biggest buy was a new position in Solv Energy Class A (MWH).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001475483
- Portfolio Value
- $3.9B (Q1 2026)
- SEC Filing
- 0001140361-26-021229 ↗ filed May 14, 2026
Holdings Value
Holdings 2 stocks · $3.9B
Portfolio Sells Q4 2025 → Q1 2026
| None this quarter. | |||
Portfolio Buys Q4 2025 → Q1 2026
| MWH Solv Energy Inc. Class A | New | 70.12% | +70.12 |