Engine No. 1 LLC 13F Holdings · last filed Q3 2025
Engine No. 1 LLC reported 6 securities worth $88.59M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: POWL (40.95%), VRT (27.25%), FSLR (11.95%). Among its top 25 positions this quarter: 3 new, 1 added, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | POWL | POWELL INDS INC | $36.3M | 40.95% | 119,000 | Hold |
| 2 | VRT | VERTIV HOLDINGS CO | $24.1M | 27.25% | 160,000 | Added |
| 3 | FSLR | FIRST SOLAR INC | $10.6M | 11.95% | 48,000 | New |
| 4 | HRI | HERC HLDGS INC | $8.6M | 9.74% | 74,000 | New |
| 5 | GLD | SPDR GOLD TR | $4.7M | 5.26% | 13,100 | New |
| 6 | HUBB | HUBBELL INC | $4.3M | 4.86% | 10,000 | Hold |
| 7 | ETN | EATON CORP PLC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2025-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR