American Securities LLC holds a concentrated book of 2 stocks worth $3.9B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened SOLV Energy Inc. Their largest long position is SOLV Energy Inc at 70% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1475483/holdings"
Use Arkolith to show AMERICAN SECURITIES LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No trims or exits this quarter.
Other tracked managers holding the same core names as American Securities LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 2 / 2 | $484.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2 / 2 | $229.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | 2 / 2 | $202.5M |
| STATE STREET CORP | 2 / 2 | $135.4M |
| Steve Cohen | 2 / 2 | $101.9M |
| GEODE CAPITAL MANAGEMENT, LLC | 2 / 2 | $83.2M |
| BANK OF AMERICA CORP /DE/ | 2 / 2 | $63.7M |
| MORGAN STANLEY | 2 / 2 | $59.6M |
Ranked by how many of American Securities LLC's top 2 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SOLV Energy Inc Class A Common Stock | $2.8B | 91.77M | 70.1% | ▲New New position | |
| 2 | Amentum Holdings, Inc. Common Stock | $1.2B | 45.03M | 29.9% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 2 | $3.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 1 | $1.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 1 | $1.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 1 | $1.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 1 | $798.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 1 | $923.1M | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 1 | $0 | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 12, 2024 | 1 | $0 | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 1 | $0 | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 1 | $109.0M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 1 | $139.7M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 4, 2023 | 1 | $175.5M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 1 | $194.7M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 1 | $102.1M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 1 | $79.6M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 1 | $179.4M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 1 | $149.1M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 1 | $198.8M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 1 | $236.9M | 13F-HR/A |
| Q1 2021 | Mar 31, 2021 | May 12, 2021 | 1 | $238.5M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 4, 2021 | 1 | $201.4M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 12, 2020 | 1 | $134.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.