AMERICAN SECURITIES LLC

Holdings as of 2026-06-30, filed 2026-08-26

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 57 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
2
Value reported by manager
$3.8B
Sum of our stored positions
$3.8B
should match the line above
Disclosure lag
57 d
quarter end to filing
Top 5 concentration
100.0%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

2 largest shown
IssuerClassValueSharesTypeCUSIP
SOLV Energy IncClass A Common Stock$2.8B82,920,40178475V103
Amentum Holdings, Inc.Common Stock$930.7M45,026,743023939101
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-26