Manager activity
ENGINE NO. 1 LLC
This quarter’s activity: 2025 Q3 vs 2025 Q2 · filed 11/14/2025 · Full comparison · All filings
New · 3
Add · 1
Exit · 1
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| New | FIRST SOLAR INC | +48,000 | New | +11.95 pp | 11/14/2025 |
| Exit | EATON CORP PLC | -29,000 | Exit | -18.77 pp | 11/14/2025 |
| New | HERC HLDGS INC | +74,000 | New | +9.74 pp | 11/14/2025 |
| Add | VERTIV HOLDINGS CO | +38,000 | +31.1% | -1.16 pp | 11/14/2025 |
| New | SPDR GOLD TR | +13,100 | New | +5.26 pp | 11/14/2025 |