13F Insight
DOSSIER · 13F-HR · Q3 2025

ENGINE NO. 1 LLC

$89M in tracked AUM across 6 positions as of Q3 2025.

EN
CIK 0001835549 · last filed Sep 30, 2025
Total AUM
$89M
as of Q3 2025
Holdings
6
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

ENGINE NO. 1 LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
POWL
POWELL INDS INC
$36M119K40.9%02
VRT
VERTIV HOLDINGS CO
$24M160K27.2%03
FSLR
FIRST SOLAR INC
$11M48K11.9%04
HRI
HERC HLDGS INC
$9M74K9.7%05
GLD
SPDR GOLD TR
$5M13K5.3%06
HUBB
HUBBELL INC
$4M10K4.9%

Filing history

2025Q3Sep 30
$89M▲ 60.6%
6 positionsView →2025Q2Jun 30
$55M▲ 395.7%
4 positionsLocked2025Q1Mar 31
$11M▼ 70.4%
2 positionsLocked2024Q4Dec 31
$38M▼ 25.6%
5 positionsLocked2024Q3Sep 30
$51M▼ 47.0%
6 positionsLocked2024Q2Jun 30
$95M▲ 12.8%
11 positionsLocked2024Q1Mar 31
$84M▲ 54.0%
10 positionsLocked2023Q4Dec 31
$55M▼ 71.1%
7 positionsLocked2023Q3Sep 30
$190M▼ 10.9%
13 positionsLocked2023Q2Jun 30
$213M— 0.0%
16 positionsLocked2023Q1Mar 31
$213M▲ 4.8%
16 positionsLocked2022Q4Dec 31
$203M▲ 0.3%
12 positionsLocked
Showing 12 of 20