Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ENGINE NO. 1 LLC (CIK 1835549) reported $88.6M across 6 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: POWL ($36.3M, 40.95%), VRT ($24.1M, 27.25%), FSLR ($10.6M, 11.95%), HRI ($8.6M, 9.74%), GLD ($4.7M, 5.26%). Source: SEC Form 13F.
| 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