AMERICAN SECURITIES LLC (auto-surfaced)
cloneable
· 31-DEC-2025 → 31-MAR-2026
AUM $3,930,257,794 · 2 positions · top-10 100.0%
· SEC filing history →
13FScore 70/100 — cloning their disclosed top holdings over ~4.7y returned +13%/yr vs S&P +7%/yr (alpha +6%/yr), ahead of the market in 47% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.
New positions
| Issuer | % book | Value | Since entry | Conviction | Business | Tags |
|---|
| $MWH · SOLV Energy Inc | 70.1% | $2,755,960,337 | -5% | High | SOLV Energy is a US engineering, procurement and construction contractor specializing in the development, building and servicing of utility-scale solar and energy-storage projects. | NASDAQ |
Added to (≥+25% shares)
| Issuer | % book | Δ shares | Since add | Conviction | Business | Tags |
|---|
| none |
Top holdings now
| Issuer | % book | Since entry | Business | Tags |
|---|
| $MWH · SOLV Energy Inc | 70.1% | -5% Q1 '26 | SOLV Energy is a US engineering, procurement and construction contractor specializing in the development, building and servicing of utility-scale solar and energy-storage projects. | NASDAQ |
| $AMTM · Amentum Holdings, Inc. | 29.9% | -2% Q4 '24 | Amentum provides engineering, technology, and mission-support services to U.S. government agencies and commercial clients in defense, intelligence, and infrastructure. | |