AMERICAN SECURITIES LLC

NEW YORK, NY · CIK 1475483 · 13F filing filed 2026-08-26

SEC-registered investment adviser since 2012 · limited liability company

Assets managed$18.9bn
Staff150 · 90 in investment roles
Main clients (by assets)Private funds 100%
Private funds22 · $18.9bn gross assets
Form ADV · 2026-05-14SEC adviser record

$3.8bn reported value -4.5% vs Q1 2026

2positions

100.0%in top 10

0 new 0 added 1 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SOLV ENERGY INC COM SHS CL A MWH	MWH	82,920,401	$2.8bn75.21%	75.21%	Reduced -8.9m	-8,853,170 -9.7%
2	AMENTUM HOLDINGS INC COM AMTM	AMTM	45,026,743	$930.7m24.79%	24.79%	Unchanged

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
SOLV ENERGY INC MWH · 13G · filed 2026-08-11	MWH	79.4%≈ $5.4bn	-8.7 pts	13G	2026-08-11

Trades reported as a company insider since 1 Apr 2026

Owning 10% or more of a company, or having someone on its board, makes this manager an insider there: it reports its trades in that company's shares on Form 4 within two business days. Open-market and private purchases and sales only.

Date	Company	Ticker	Trade	Shares	Value	Their holding
2026-08-19	SOLV ENERGY INC 10% owner · See Notes	MWH	Sold	7,939,153	—7.9m shares	-9%
2026-08-19	SOLV ENERGY INC 10% owner · See Notes	MWH	Sold	7,939,153	—7.9m shares	-9%
2026-06-04	SOLV ENERGY INC 10% owner · See Notes	MWH	Sold	1,154,760	—1.2m shares	-1%
2026-06-04	SOLV ENERGY INC 10% owner · See Notes	MWH	Sold	1,154,760	—1.2m shares	-1%
2026-06-01	SOLV ENERGY INC 10% owner · See Notes	MWH	Sold	7,698,410	—7.7m shares	-8%
2026-06-01	SOLV ENERGY INC 10% owner · See Notes	MWH	Sold	7,698,410	—7.7m shares	-8%