Manager
ENGINE NO. 1 LLC
All 13F filings
This quarter’s activity
2025 Q3 vs 2025 Q2 · filed 11/14/2025
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| New | FIRST SOLAR INC | +48,000 | +11.95 pp |
| Exit | EATON CORP PLC | -29,000 | -18.77 pp |
| New | HERC HLDGS INC | +74,000 | +9.74 pp |
| Add | VERTIV HOLDINGS CO | +38,000 | -1.16 pp |
| New | SPDR GOLD TR | +13,100 | +5.26 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000142050625003257 | Q3 2025 | 6 | 88,588,027 | 13F-HR | 11/14/2025 | ENGINE NO. 1 LLC |
| 000142050625002032 | Q2 2025 | 4 | 55,146,380 | 13F-HR | 8/14/2025 | ENGINE NO. 1 LLC |
| 000142050625001179 | Q1 2025 | 4 | 78,348,012 | 13F-HR | 5/15/2025 | ENGINE NO. 1 LLC |
| 000142050625000499 | Q4 2024 | 5 | 37,578,508 | 13F-HR | 2/14/2025 | ENGINE NO. 1 LLC |
| 000142050624002430 | Q3 2024 | 6 | 50,515,737 | 13F-HR | 11/14/2024 | ENGINE NO. 1 LLC |