Engine No. 1 LLC Portfolio Holdings by Sector
Engine No. 1 LLC
- $78.2 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Electrical Equipment & Parts | Industrials
POWL VRT HUBB 3 stocks |
$54,308
69.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR 1 stocks |
$10,585
13.54% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
HRI 1 stocks |
$8,632
11.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
GLD 1 stocks |
$4,656
5.96% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|