13F HOLDINGS REPORT
ENGINE NO. 1 LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001420506-25-003257
Total Value
$88.6M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | POWELL INDS INC | 739128106 | 119,000 | $36.3M | 40.95% |
| 2 | VERTIV HOLDINGS CO | VRT | 160,000 | $24.1M | 27.25% |
| 3 | FIRST SOLAR INC | FSLR | 48,000 | $10.6M | 11.95% |
| 4 | HERC HLDGS INC | HRI | 74,000 | $8.6M | 9.74% |
| 5 | SPDR GOLD TR | GLD | 13,100 | $4.7M | 5.26% |
| 6 | HUBBELL INC | HUBB | 10,000 | $4.3M | 4.86% |