AMERICAN SECURITIES LLC — 13F Holdings

2026 Q2  ·  2 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, AMERICAN SECURITIES LLC maintained a portfolio of 2 distinct positions.
Position History hover any row below to update
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AMERICAN SECURITIES LLC New York, NY Private Equity / Asset Manager AUM $3,754M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
2
Quarter
2026 Q2
Top Holding
N/A (75.2%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
N/A
SOLV Energy Inc
Unknown 75.21% 70.12% #1
Prev: #1
6.5
—
-8,853,170 -9.6%
P
S
82,920,401 $2,823,439,654 — 13F Filing 2026-06-30 2026-08-26
AMTM
Amentum Holding...
Industrials 24.79% 29.88% #2
Prev: #2
6.5
—
no change no change
P
S
45,026,743 $930,702,778
$23.61 -14.0%
$20.67 -1.7%
2012 Q4 13F Filing 2026-06-30 2026-08-26
Showing 1-2 of 2 holdings

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