Question 1

What is ENGINE NO. 1 LLC's portfolio value?

Accepted Answer

As of Q3 2025, ENGINE NO. 1 LLC manages $88.6M across 6 reported positions in their SEC 13F filing.

Question 2

What are ENGINE NO. 1 LLC's top holdings?

Accepted Answer

ENGINE NO. 1 LLC's largest 13F positions include POWL, VRT, FSLR, representing approximately 80.1% of the reported portfolio.

Question 3

How many stocks does ENGINE NO. 1 LLC hold?

Accepted Answer

ENGINE NO. 1 LLC holds 6 reported positions as of their Q3 2025 13F filing.

Question 4

When did ENGINE NO. 1 LLC last file a 13F?

Accepted Answer

The most recent 13F filing from ENGINE NO. 1 LLC reports positions as of Q3 2025. 13F filings are required within 45 days of each calendar quarter end.

Rank	Stock	Shares	Value	% of Portfolio
1	POWL POWELL INDS INC	119,000	$36.3M	40.95%
2	VRT VERTIV HOLDINGS CO	160,000	$24.1M	27.25%
3	FSLR FIRST SOLAR INC	48,000	$10.6M	11.95%
4	HRI HERC HLDGS INC	74,000	$8.6M	9.74%
5	GQ9 SPDR GOLD TR	13,100	$4.7M	5.26%
6	HUBB HUBBELL INC	10,000	$4.3M	4.86%

Sector	# Holdings	Value	%
Industrials	4	$73.3M	82.8%
Energy	1	$10.6M	11.9%
Unknown	1	$4.7M	5.3%

ENGINE NO. 1 LLC

Top 10 Holdings

Quarterly Changes

Top Buys

Top Sells

New Positions (3)

Closed Positions (1)

Sector Breakdown