ENGINE NO. 1 LLC

San Francisco, CA · CIK 1835549 · 13F filing filed 2025-11-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityENGINE NO. 1 LLC (US)

Others nearbySan Francisco, CA

$88.6m reported value +60.6% vs Q2 2025

6positions

100.0%in top 10

3 new 1 added 0 reduced 1 sold out vs Q2 2025

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	POWELL INDS INC COM POWL	POWL	119,000	$36.3m40.95%	40.95%	Unchanged
2	VERTIV HOLDINGS CO COM CL A VRT	VRT	160,000	$24.1m27.25%	27.25%	Added +38.0k	+38,000 31.1%
3	FIRST SOLAR INC COM FSLR	FSLR	48,000	$10.6m11.95%	11.95%	New
4	HERC HLDGS INC COM HRI	HRI	74,000	$8.6m9.74%	9.74%	New
5	SPDR GOLD TR GOLD SHS GLD	GLD	13,100	$4.7m5.26%	5.26%	New
6	HUBBELL INC COM HUBB	HUBB	10,000	$4.3m4.86%	4.86%	Unchanged

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
EATON CORP PLC ETN	ETN	29,000	$10.4m29.0k shares