# AMERICAN SECURITIES LLC

> Institutional holdings reported to the SEC as of Q1 2026 on Form 13F. CIK 1475483. Source: https://holderbook.com/funds/1475483-american-securities-llc/

- Reported value: $3.9B
- Positions: 2
- Weight of the ten largest: 100.0%
- Filed: 2026-05-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SOLV ENERGY INC | [MWH](https://holderbook.com/stocks/MWH/) | $2.8B | 91,773,571 | 70.1% | 1 |
| AMENTUM HOLDINGS INC | [AMTM](https://holderbook.com/stocks/AMTM/) | $1.2B | 45,026,743 | 29.9% | 6 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q1 2026 | $3.9B | 2 |
| Q4 2025 | $1.3B | 1 |
| Q3 2025 | $1.1B | 1 |
| Q2 2025 | $1.1B | 1 |
| Q1 2025 | $798.9M | 1 |
| Q4 2024 | $923.1M | 1 |
| Q4 2023 | $109.0M | 1 |
| Q3 2023 | $139.7M | 1 |
| Q2 2023 | $175.5M | 1 |
| Q1 2023 | $194.7M | 1 |
| Q4 2022 | $102.1M | 1 |
| Q3 2022 | $79.6M | 1 |