Engine No. 1 as of Sept. 30, 2025
Portfolio Holdings for Engine No. 1
Engine No. 1 holds 6 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Powell Industries (POWL) | 40.9 | $36M | 119k | 304.81 | |
| Vertiv Holdings Com Cl A (VRT) | 27.2 | $24M | 160k | 150.86 | |
| First Solar (FSLR) | 11.9 | $11M | 48k | 220.53 | |
| Herc Hldgs (HRI) | 9.7 | $8.6M | 74k | 116.66 | |
| Spdr Gold Tr Gold Shs (GLD) | 5.3 | $4.7M | 13k | 355.47 | |
| Hubbell (HUBB) | 4.9 | $4.3M | 10k | 430.31 |
