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Institutional

AMERICAN SECURITIES LLC

CIK 0001475483
$3.93B
Reported AUM
2
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

MWH$2.76BAMTM$1.17BAL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1MWHSOLV Energy Inc$32.81-7.94%1.45%9.26%$2.76B70.12%+91,773,571NEW
2AMTMAmentum Holdings, Inc.$22.80-2.10%1.74%-23.34%$1.17B29.88%—HELD

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