ENGINE NO. 1 LLC 13F Holdings
CIK 0001835549 · San Francisco, CA
As of Sep 30, 2025, ENGINE NO. 1 LLC reported 6 positions worth $88.6M in its SEC Form 13F filing.
Top 6 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| POWELL INDUSTRIES INC | POWL | Industrials | 119,000 | $36.3M | 40.95% |
| VERTIV HOLDINGS CO | VRT | Industrials | 160,000 | $24.1M | 27.25% |
| FIRST SOLAR INC | FSLR | Technology | 48,000 |