AMERICAN SECURITIES LLC

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Institutional

CIK 0001475483

$3.93B

Reported AUM

Positions

Q1 2026

Period

2026-05-14

Filed

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.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	MWH	SOLV Energy Inc	$23.86	-6.28%	-26.22%	-20.55%	$2.76B	70.12%	—	HELD
2	AMTM	Amentum Holdings, Inc.	$21.80	-7.08%	-9.77%	-26.70%	$1.17B	29.88%	—	HELD

Source: SEC EDGAR · accession 0001140361-26-021229. 13F discloses long positions only — shorts, foreign equities, and options are excluded.