13F HOLDINGS REPORT
ENGINE NO. 1 LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001420506-25-001179
Total Value
$78.3M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTEL CORP | INTC | 2,420,000 | $55.0M | 70.15% |
| 2 | POWELL INDS INC | 739128106 | 72,000 | $12.3M | 15.65% |
| 3 | ANTERO RESOURCES CORP | AR | 138,000 | $5.6M | 7.12% |
| 4 | EATON CORP PLC | ETN | 20,400 | $5.5M | 7.08% |