AMERICAN SECURITIES LLC (auto-surfaced)
Tier None · cloneable
· 31-DEC-2025 → 31-MAR-2026
AUM $3,930,257,794 · 2 positions · top-10 100.0%
· SEC filing history →
13FScore 75/100 — cloning their disclosed top holdings over ~4.6y returned +16%/yr vs S&P +7%/yr (alpha +9%/yr), ahead of the market in 47% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.
New positions
| Issuer | % book | Value | Conviction | Business |
|---|
| $MWH · SOLV Energy Inc | 70.1% | $2,755,960,337 | High | |
Added to (≥+25% shares)
| Issuer | % book | Δ shares | Conviction | Business |
|---|
| none |
Top holdings now