Investor
AMERICAN SECURITIES LLC
CIK 0001475483 · filed 2026-05-14 · SEC filing
13F book
$3.93B
Positions
2
1 new · 0 sold
Largest name
70.1%
SOLV Energy, Inc. · MWH
Est. mark
−$131.5M
Price effect on 1 names still held. Flow $2.76B.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| SOLV Energy, Inc. | MWH | 91.8M | $2.76B | 70.1% | — | New |
| Amentum Holdings, Inc. | AMTM | 45M | $1.17B | 29.9% | −$131.5M | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.