AS
American Securities LLC
13F filer · CIK 0001475483Reported Aug 26, 2026
Net seller this quarter
13F portfolio value$3.75BU.S. long equity reported on 13F
Positions20 new · 0 closed
Net flow last quarter-$301MBuys minus sells
Top 10 positions weight100.0%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 26, 20262 positions | |||||
| $2.82B | 75.21% | Not reported | -9.7% | Q1 2026 | |
| $931M | 24.79% | 18.43% | Not reported | Q4 2024 | |
| Q1 2026Reported May 14, 20262 positions | |||||
| $2.76B | 70.12% | Not reported | New | Q1 2026 | |
| $1.17B | 29.88% | 18.46% | Not reported | Q4 2024 | |
| Q4 2025Reported Feb 12, 20261 positions | |||||
| $1.31B | 100.00% | 18.48% | Not reported | Q4 2024 | |
| Q3 2025Reported Nov 7, 20251 positions | |||||
| $1.08B | 100.00% | 18.50% | Not reported | Q4 2024 | |
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