13F HOLDINGS REPORT
Standard Investments LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001061
Total Value
$1.85B
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SHELL PLC | RYDAF | 5,480,000 | $343.3M | 18.54% |
| 2 | PTC INC | PTC | 1,155,000 | $212.4M | 11.47% |
| 3 | AUTODESK INC | ADSK | 715,000 | $211.3M | 11.41% |
| 4 | AMAZON COM INC | AMZN | 765,000 | $167.8M | 9.06% |
| 5 | CDW CORP | CDW | 685,000 | $119.2M | 6.44% |
| 6 | HONEYWELL INTL INC | 438516106 | 485,000 | $109.6M | 5.92% |
| 7 | NATIONAL GRID PLC | NMPWP | 1,770,000 | $105.2M | 5.68% |
| 8 | MICROSOFT CORP | MSFT | 247,000 | $104.1M | 5.62% |
| 9 | DT MIDSTREAM INC | DTM | 965,000 | $95.9M | 5.18% |
| 10 | ADOBE INC | ADBE | 202,000 | $89.8M | 4.85% |
| 11 | JOHNSON CTLS INTL PLC | G51502105 | 1,060,000 | $83.7M | 4.52% |
| 12 | EVERCOMMERCE INC | EVCM | 6,115,000 | $67.3M | 3.64% |
| 13 | AVANTOR INC | AVTR | 2,890,000 | $60.9M | 3.29% |
| 14 | AUTODESK INC | ADSK | 130,000 | $38.4M | 2.07% |
| 15 | NEXTRACKER INC | NXT | 625,000 | $22.8M | 1.23% |
| 16 | SHELL PLC | RYDAF | 300,000 | $18.8M | 1.01% |
| 17 | ARCHER AVIATION INC | ACHR-WT | 416,666 | $1.3M | 0.07% |
| 18 | SOLID POWER INC | SLDPW | 266,666 | $112,666 | 0.01% |