AMERICAN SECURITIES LLC — 13F Holdings

2026 Q1  ·  2 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, AMERICAN SECURITIES LLC maintained a portfolio of 2 distinct positions. The most significant new addition was SOLV Energy Inc, now representing 70.12% of the total fund value.
Position History hover any row below to update
Loading…
AMERICAN SECURITIES LLC New York, NY Private Equity / Asset Manager AUM $3,930M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
2
Quarter
2026 Q1
Top Holding
N/A (70.1%)
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 70.12% — #1
Prev: #—
9.5
—
91,773,571 —
NEW
 91,773,571 $2,755,960,337 — 13F Filing 2026-03-31 2026-05-14
AMTM
Amentum Holding...
Industrials 29.88% 100.00% #2 1
Prev: #1
6.5
—
no change no change
P
S
45,026,743 $1,174,297,457 2012 Q4 13F Filing 2026-03-31 2026-05-14
Showing 1-2 of 2 holdings

Unlock Full AMERICAN SECURITIES LLC Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Upgrade to PRO
Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →