ENGINE NO. 1 LLC — 13F holdings

ENGINE NO. 1 LLC reported 6 holdings worth $88.6M in its 13F filing for Q3 2025, filed November 14, 2025.

Largest positions

1. POWL POWELL INDS INC — $36.3M (40.9%)
2. VRT VERTIV HOLDINGS CO — $24.1M (27.2%)
3. FSLR FIRST SOLAR INC — $10.6M (11.9%)
4. HRI HERC HLDGS INC — $8.63M (9.7%)
5. GLD SPDR GOLD TR — $4.66M (5.3%)
6. HUBB HUBBELL INC — $4.30M (4.9%)