Fund Holdings — AMERICAN SECURITIES LLC

Total Portfolio Value:
$3.75B
Total Bought:
$0
Total Sold:
$67.48M
Net Transaction:
-$67.48M
Notable People:
Michael Gerald Fisch
Securities
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SharesValue
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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SOLV Energy, Inc.(MWH)91,773,57182,920,401-8,853,170$2.76B$2.82B75.21%+$67.48M
Amentum Holdings, Inc.45,026,74345,026,7430$1.17B$930.70M24.79%-$243.59M
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AMERICAN SECURITIES LLC — 13F Holdings — Q2 2026 | TickerTrail