13F HOLDINGS REPORT
ENGINE NO. 1 LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001420506-24-002430
Total Value
$50.5M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VERTIV HOLDINGS CO | VRT | 133,000 | $13.2M | 26.19% |
| 2 | POWELL INDS INC | 739128106 | 59,500 | $13.2M | 26.15% |
| 3 | FIRST SOLAR INC | FSLR | 31,800 | $7.9M | 15.70% |
| 4 | HUBBELL INC | HUBB | 15,563 | $6.7M | 13.20% |
| 5 | EXXON MOBIL CORP | XOM | 46,333 | $5.4M | 10.75% |
| 6 | COHERENT CORP | COHR | 45,500 | $4.0M | 8.01% |