AMERICAN SECURITIES LLC — Q1 2026 13F-HR

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Q1 2026 · 13F-HR

AMERICAN SECURITIES LLCholdings as filed

Filed 2026-05-14 · accession 0001140361-26-021229

$3.93B

Reported value

Positions

2026-03-31

Period end

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The Brief · AMERICAN SECURITIES LLC · Q1 2026

AI · grounded in 13F

AMERICAN SECURITIES LLC established a new position in SOLV Energy Inc MWH valued at $2.76B. This addition increased the fund's total position count to two. The fund's total assets under management reached $3.93B.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
78475V103	MWH	SOLV Energy Inc	$2.76B	70.1%	91,773,571	Common	SOLE
023939101	AMTM	Amentum Holdings, Inc.	$1.17B	29.9%	45,026,743	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.