Amentum Holdings Inc (AMTM) — 13F Holders Deep Dive (Q2 2026)

AMTM ranks #1276 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

AMTM is a top-conviction position for American Securities LLC — at 24.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

Fortitude Family Office, LLC has added to its AMTM position for two straight quarters, increasing it by $1.6K to reach $1.8K today.

Segra Capital Management, LLC has trimmed its AMTM position for two straight quarters, cutting it by $33.2M while still holding $14.0M.

AMTM is up 2.3% today, and institutions have been net buyers of $369.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

AMTM posted net income of $204.0M over the trailing twelve months.

• Profitable — net income of $204.0M over the trailing twelve months
• Revenue grew 11.4% year over year
• Net income improved year over year, from $52.0M to $204.0M
• Generated $543.0M in positive operating cash flow
• Current ratio of 1.32x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.52x equity — within a conventional range