Engine No. 1 LLC
- SEC CIK
- 0001835549
- Latest filing
- Nov 14, 2025
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 6
- +2 vs. Q2 2025
- Portfolio value
- $88.6M
- +$33.4M (+60.6%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| POWLPowell Industries Inc | Stock | 119,000 | $36.3M | 40.9% | 00.0% | Unchanged | History |
| VRTVertiv Holdings Co | COM CL A | 160,000 | $24.1M | 27.2% | +38,000+31.1% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 48,000 | $10.6M | 11.9% | +48,000 | New | History |
| HRIHerc Holdings Inc | COM | 74,000 | $8.63M | 9.7% | +74,000 | New | History |
| GLDSPDR Gold Trust | ETF | 13,100 | $4.66M | 5.3% | +13,100 | New | History |
| HUBBHubbell Inc | COM | 10,000 | $4.30M | 4.9% | 00.0% | Unchanged | History |
Sold out since Q2 2025 (1)
Positions held at the end of Q2 2025 that are gone from this filing.