Institutional Fund
American Securities LLC
New York, NYCIK 14754835 filings on record
Portfolio Value
$3.93B
Q1 2026
Holdings
2
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+201.0%
from $1.31B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Solv Energy Inc70.1%
- Amentum Holdings Inc29.9%
Portfolio Holdings
2 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Solv Energy Inc | 91.77M | $2.76B | 70.1% | +91.77M | New |
| 2 | Amentum Holdings Inc | 45.03M | $1.17B | 29.9% | 0 | Held |