StockDrifts LogoStockDrifts

American Securities Llc

Portfolio Manager
American Securities LLC
Performance
-10.07% (2026 Q1)
AUM (13F)
$3.93B
# of Holdings
2
Performance Rank
Allocation (Top 20)
100%

American Securities Llc Holdings Map

Top 2 American Securities Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MWH
SOLV Energy Inc
70.12%91.77M$2.76Bnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 91.77M shares
$30.03(+44.66%)
2026-03-31
AMTM
Amentum Holdings, Inc.
29.88%45.03M$1.17B
+0.00%(+0)
2025-Q1: 43.89M shares2025-Q2: 45.03M shares2025-Q3: 45.03M shares2025-Q4: 45.03M shares2026-Q1: 45.03M shares
$26.49(-13.26%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track American Securities Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all