American Securities LLC
- SEC CIK
- 0001475483
- Latest filing
- Aug 26, 2026
The latest 13F from American Securities LLC covers Q2 2026 (filed Aug 26, 2026): 2 long positions worth $3.75B. The top 10 holdings make up 100.0% of the portfolio, and the largest is SOLV Energy, Inc. (MWH) at 75.2%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 0
- Added
- 0
- Reduced
- 1
- Est. −$301.5M
- Sold out
- 0
Top 5 holdings
Share of this quarter's portfolio value
Biggest buys
New and added positions, by estimated amount bought
None this quarter.
Largest weight increases
New and added positions, by percentage points of the portfolio gained
None this quarter.
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $3.75B
- −$176.1M (−4.5%) vs. prior quarter
- Positions
- 2
- 0 vs. prior quarter
- Top 10 concentration
- 100.0%
- Top 10 as share of value
- Turnover
- 0.0%
- Q2 2026, one quarter
- Average holding period
- 3.2 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.
13F filings by quarter
21 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $3.93B (Q1 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 26, 2026 | 2 | $3.75B | MWHAMTM | vs. Q1 2026 | SEC |
| Q1 2026 | May 14, 2026 | 2 | $3.93B | MWHAMTM | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 12, 2026 | 1 | $1.31B | AMTM | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 7, 2025 | 1 | $1.08B | AMTM | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 29, 2025 | 1 | $1.06B | AMTM | vs. Q1 2025 | SEC |
| Q1 2025 | May 12, 2025 | 1 | $798.9M | AMTM | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 14, 2025Amended | 1 | $923.1M | AMTM | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 12, 2024 | 0 | $0 | – | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 12, 2024 | 0 | $0 | – | vs. Q1 2024 | SEC |
| Q1 2024 | May 14, 2024 | 0 | $0 | – | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 13, 2024 | 1 | $109.0M | BLBD | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 14, 2023 | 1 | $139.7M | BLBD | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 4, 2023 | 1 | $175.5M | BLBD | vs. Q1 2023 | SEC |
| Q1 2023 | May 15, 2023 | 1 | $194.7M | BLBD | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 13, 2023 | 1 | $102.1M | BLBD | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 14, 2022 | 1 | $79.6M | BLBD | – | SEC |
| Q1 2022 | May 13, 2022 | 1 | $179.4M | BLBD | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 14, 2022 | 1 | $149.1M | BLBD | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 15, 2021 | 1 | $198.8M | BLBD | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 16, 2021Amended | 1 | $236.9M | BLBD | vs. Q1 2021 | SEC |
| Q1 2021 | May 12, 2021 | 1 | $238.5M | BLBD | – | SEC |
13D and 13G filings
Companies where American Securities LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.
Current stakes of 5% or more
1 company, largest stake first.
Latest filings
3 filings on file made by American Securities LLC or listing it as a reporting person, newest first.
| Company | Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|---|
| MWHSOLV Energy, Inc. | Aug 11, 20265:30 PM ET | American Securities LLCand 11 others | 13G/A | 79.40%157.8M shares | −8.70 ppfrom 88.10% | Jun 30, 2026 | SEC |
| MWHSOLV Energy, Inc. | May 7, 20265:30 PM ET | American Securities LLCand 11 others | 13G | 88.10%174.8M shares | New | Mar 31, 2026 | SEC |
| AMTMAmentum Holdings, Inc. | Dec 23, 20246:03 PM ET | ASP Manager Corp.and 2 others | 13D | 18.04%43.9M shares | New | Dec 17, 2024 | SEC |