13F HOLDINGS REPORT
ENGINE NO. 1 LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001420506-25-002032
Total Value
$55.1M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | POWELL INDS INC | 739128106 | 119,000 | $25.0M | 45.41% |
| 2 | VERTIV HOLDINGS CO | VRT | 122,000 | $15.7M | 28.41% |
| 3 | EATON CORP PLC | ETN | 29,000 | $10.4M | 18.77% |
| 4 | HUBBELL INC | HUBB | 10,000 | $4.1M | 7.41% |