Engine No. 1 LLC
- SEC CIK
- 0001835549
- Latest filing
- Nov 14, 2025
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 4
- −1 vs. Q4 2024
- Portfolio value
- $78.3M
- +$40.8M (+108.5%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| INTCIntel Corp | Stock | 2,420,000 | $55.0M | 70.1% | +2,420,000 | New | History |
| POWLPowell Industries Inc | Stock | 72,000 | $12.3M | 15.7% | +22,700+46.0% | Added | History |
| ARAntero Resources Corp | COM | 138,000 | $5.58M | 7.1% | +138,000 | New | History |
| ETNEaton Corp plc | Stock | 20,400 | $5.55M | 7.1% | +20,400 | New | History |
Sold out since Q4 2024 (4)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| BKRBaker Hughes Co | CL A | 208,000 | $8.53M | 22.7% | History |
| HUBBHubbell Inc | COM | 19,763 | $8.28M | 22.0% | History |
| FLSFlowserve Corp | COM | 128,000 | $7.36M | 19.6% | History |
| CENXCentury Aluminum Co | COM | 136,000 | $2.48M | 6.6% | History |