Engine No. 1 LLC
- SEC CIK
- 0001835549
- Latest filing
- Nov 14, 2025
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 4
- 0 vs. Q1 2025
- Portfolio value
- $55.1M
- −$23.2M (−29.6%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| POWLPowell Industries Inc | Stock | 119,000 | $25.0M | 45.4% | +47,000+65.3% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 122,000 | $15.7M | 28.4% | +122,000 | New | History |
| ETNEaton Corp plc | Stock | 29,000 | $10.4M | 18.8% | +8,600+42.2% | Added | History |
| HUBBHubbell Inc | COM | 10,000 | $4.08M | 7.4% | +10,000 | New | History |
Sold out since Q1 2025 (2)
Positions held at the end of Q1 2025 that are gone from this filing.