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Institutional portfolios / 13F

AMERICAN SECURITIES LLC

A closer look at the portfolio, one quarter at a time.

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Portfolio snapshot

Q2 2026

Reported portfolio value
$3,754,142,432
As of June 30, 2026
Positions
2
Across disclosed securities
Top 5 weight
100.0%
Share of reported value

View SEC filing · Published 2026-08-26 13:55 UTC

Inside the portfolio

Reported holdings

By portfolio value ↓

Quarterly comparison unavailable: complete reports and corporate-action evidence are required. Reported holdings remain available below.

SecurityShares / principalReported valueWeightAdjusted quarterly change
SOLV Energy IncClass A Common Stock · MWH
Holding details

Reported CUSIP: 78475V103

Issuer filings on SEC

Reported row 2 · 0001140361-26-034405

Quarterly change unavailable. Security identity or split coverage is incomplete.

82,920,401 SH $2,823,439,654 75.21%75.21% —Comparison unavailable
Amentum Holdings, Inc.Common Stock · AMTM
Holding details

Reported CUSIP: 023939101

Issuer filings on SEC

Reported row 1 · 0001140361-26-034405

Quarterly change unavailable. Security identity or split coverage is incomplete.

45,026,743 SH $930,702,778 24.79%24.79% —Comparison unavailable