The Analysis of ENGINE NO. 1 LLC's Holdings


Currently, ENGINE NO. 1 LLC holds 6 types of securities in its portfolio with a total value $88.6M. In the most recent quarter, they have increased their positions in FSLR (+48.0K shares, valued at $10.6M), HRI (+74.0K shares, valued at $8.6M), VRT (+38.0K shares, valued at $5.7M); initiated new positions in FSLR (+48.0K shares, valued at $10.6M), HRI (+74.0K shares, valued at $8.6M), GLD (+13.1K shares, valued at $4.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
POWL POWELL INDS INC119.0K shares0.00%2025-09-302025-11-14history
VRT VERTIV HOLDINGS CO160.0K shares31.15%2025-09-302025-11-14history
FSLR FIRST SOLAR INC48.0K sharesnew addition2025-09-302025-11-14history
HRI HERC HLDGS INC74.0K sharesnew addition2025-09-302025-11-14history
GLD SPDR GOLD TR13.1K sharesnew addition2025-09-302025-11-14history
HUBB HUBBELL INC10.0K shares0.00%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available