本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
AMERICAN SECURITIES LLC (CIK 1475483) reported $3.75B across 2 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MWH ($2.82B, 75.21%), AMTM ($930.7M, 24.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MWH | SOLV Energy Inc | $2.82B | 75.21% | 82.9M | Trimmed |
| 2 | AMTM | Amentum Holdings, Inc. | $930.7M | 24.79% | 45.0M | Hold |
来源：SEC 13F 申报文件 · 截至 2026-06-30