American Securities Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 26, 2026, American Securities Llc disclosed 2 stock positions valued at approximately $3.75B as of quarter-end June 30, 2026. The largest holdings include SOLV Energy Inc and Amentum Holdings, Inc..

Report Period: June 30, 2026
No. of Stocks: 2
Portfolio Value: $3.75B

Holdings by Sector

American Securities Llc Portfolio Holdings in Q2 2026

Company	Symbol	Sector	Portfolio %	Shares	Change (Shares)	Change %	Value
SOLV Energy Inc	MWH	Other	75.21%	82,920,401	-8,853,170	-9.65%	$2,823,439,654
Amentum Holdings, Inc.	AMTM	Other	24.79%	45,026,743	-	-	$930,702,778

Showing 2 of 2 holdings in the latest reporting period.