ENGINE NO. 1 LLC

CIK: 0001835549SEC EDGAR →

Portfolio Value

$88.6B

Holdings

6

As of

Q3 2025

New Positions

3

Closed Positions

1

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
POWL

POWELL INDS INC

119,000$36.3B
40.95%
2
VRT

VERTIV HOLDINGS CO

160,000$24.1B
27.25%
3
FSLR

FIRST SOLAR INC

48,000$10.6B
11.95%
4
HRI

HERC HLDGS INC

74,000$8.6B
9.74%
5
GQ9

SPDR GOLD TR

13,100$4.7B
5.26%
6
HUBB

HUBBELL INC

10,000$4.3B
4.86%

Quarterly Changes

Top Buys

FSLRNEW
$10.6B
HRINEW
$8.6B
VRT↑ Increased
$8.5B
GQ9NEW
$4.7B

Top Sells

ETNCLOSED
$10.4B

New Positions (3)

FSLR
$10.6B · 48K shares
HRI
$8.6B · 74K shares
GQ9
$4.7B · 13K shares

Closed Positions (1)

ETN
$10.4B · 29K shares

Sector Breakdown

Sector# HoldingsValue%
Industrials4$73.3B82.8%
Energy1$10.6B11.9%
Unknown1$4.7B5.3%