AMERICAN SECURITIES LLC

hedge fundUpdated 54 days ago

Managed by American Securities Llc • Latest filing Q2 2026

Portfolio value

$3.8B

Q2 2026

Filings

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

427.6%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table

2 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	? N/A SOLV Energy Inc	$2.8B	82.92M	75.21%	Trimmed(-9.7%)
2	A AMTM History → Amentum Holdings, Inc.	$930.7M	45.03M	24.79%	Unchanged

1.N/A

SOLV Energy Inc

-9.7%

Value

$2.8B

82.92M

% Port

75.21%

Amentum Holdings, Inc.

Unchanged

Value

$930.7M

45.03M

% Port

24.79%