13F Pro

AMERICAN SECURITIES LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1475483
Institutional-grade research for retail investors

13F Reported Value

ⓘ

$3.9B

Holdings

2

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

AMERICAN SECURITIES LLC disclosed 2 positions worth $3.9B in its Form 13F-HR for Q1 2026, led by $MWH (SOLV Energy, Inc.) at 70.1% of the equity portfolio, followed by $AMTM. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $MWH. The portfolio is most concentrated in Industrials (100.0% of disclosed assets). All figures are sourced directly from AMERICAN SECURITIES LLC’s Form 13F-HR filing with the SEC under CIK 1475483.

AI Fund Analysis

Stable
AMTM$AMTM
29.9% weight
Held 6 quarters

Sector Allocation

Industrials

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

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32-signal composite ranking on each of AMERICAN SECURITIES LLC's 2 positions.

Showing top 2 of 2 holdings.

Sector Allocation

Industrials

$3.9B

Full Holdings — AMERICAN SECURITIES LLC (Q1 2026)

All 2 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1MWH$MWHSOLV Energy, Inc.$2.8B70.1%NEW—
2AMTM$AMTMAmentum Holdings, Inc.$1.2B29.9%+0%55.6

New Positions (1)

MWH$MWH SOLV Energy, Inc.$2.8B

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Available Analysis

13F Pro tracks comprehensive institutional data for AMERICAN SECURITIES LLC including:

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Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
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AI-Powered Hedge Fund Analysis: AMERICAN SECURITIES LLC

13F Pro is an AI hedge fund tracker and stock research platform. For AMERICAN SECURITIES LLC (SEC CIK: 1475483), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in AMERICAN SECURITIES LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.