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13F-HR filed by ENGINE NO. 1 LLC

ENGINE NO. 1 LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 6 holding rows worth $88,588,027.

Accession
0001420506-25-003257
Filed
2025-11-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 6 entries on the cover page, a total value of $88,588,027 stated on the cover page (in dollars after the unit check, H1), rows summing to $88,588,027 with VALUE read as dollars as filed, 13F file number 028-20881. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
POWELL INDS INC739128106COM119,000$36,272,390dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock160,000$24,137,600dollars as filed
FIRST SOLAR INC COM336433107Stock48,000$10,585,440dollars as filed
HERC HLDGS INC COM42704L104Stock74,000$8,632,840dollars as filed
SPDR GOLD TR78463V107GOLD SHS13,100$4,656,657dollars as filed
HUBBELL INC COM443510607Stock10,000$4,303,100dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-25-003257this filing2025-11-14acceptance time not in the bulk data set