Filed: 5/14/2026ACC: 0001140361-26-021229
📋 What this filing means
AMERICAN SECURITIES LLC filed this quarterly 13F‑HR report disclosing 2 equity positions with a total reported market value of $3.93B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2
Positions
$3.93B
Total AUM (reported)
136.80M
Total Shares
Allocation by class
CLASS A COMMON STOCK$2.76B70.1%
COMMON STOCK$1.17B29.9%
Portfolio Concentration
Top 3$3.93B100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 136.80M
Sole
Full voting authority
136.80M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole2
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings2
Rows:
SOLV Energy Inc
SOLEShares91.77M
TypeSH
Market value$2.76B
70.12%
Sole
91.77M
Shared
0.00
None
0.00
Amentum Holdings, Inc.
SOLEShares45.03M
TypeSH
Market value$1.17B
29.88%
Sole
45.03M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SOLV Energy IncSOLE | Class A Common Stock | 91.77M | SH | $2.76B 70.12% | 91.77M | 0.00 | 0.00 |
Amentum Holdings, Inc.SOLE | Common Stock | 45.03M | SH | $1.17B 29.88% | 45.03M | 0.00 | 0.00 |