13F Filings History of ENGINE NO. 1 LLC

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$88,588,027
Signature - Title
Aaron Gold - Chief Financial Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by ENGINE NO. 1 LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ENGINE NO. 1 LLC reported 6 stock holdings with total value $88,588,027 as of Q3 2025. Top holdings included POWL, VRT, FSLR, HRI, and GLD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 6 $88,588,027 +$29,607,617 -$10,352,710 +$19,254,907 POWL, VRT, FSLR, HRI, GLD 13F-HR 14 Nov 2025, 09:44
Q2 2025 4 $55,146,380 +$32,711,384 -$60,538,920 -$27,827,536 POWL, VRT, ETN, HUBB 13F-HR 14 Aug 2025, 09:57
Q1 2025 4 $78,348,012 +$69,950,743 -$26,651,163 +$43,299,580 INTC, POWL, AR, ETN 13F-HR 15 May 2025, 09:45
Q4 2024 5 $37,578,508 +$20,131,978 -$32,901,751 -$12,769,773 POWL, BKR, HUBB, FLS, CENX 13F-HR 14 Feb 2025, 10:08
Q3 2024 6 $50,515,737 +$8,959,373 -$63,346,918 -$54,387,545 VRT, POWL, FSLR, HUBB, XOM 13F-HR 14 Nov 2024, 09:04
Q2 2024 11 $95,304,207 +$19,297,087 -$12,547,394 +$6,749,693 VRT, AMAT, ASML, HUBB, POWL 13F-HR 12 Aug 2024, 13:40
Q1 2024 10 $84,478,751 +$46,391,244 -$29,263,159 +$17,128,085 VRT, HUBB, AMAT, XOM, MSFT 13F-HR 15 May 2024, 15:43
Q4 2023 7 $54,842,514 +$17,663,611 -$164,895,746 -$147,232,135 XOM, MSFT, AMZN, SQ, RSG 13F-HR 13 Feb 2024, 17:45
Q3 2023 13 $189,925,433 +$77,625,325 -$89,784,363 -$12,159,038 RSG, XOM, MSFT, VRT, LRCX 13F-HR 14 Nov 2023, 10:32
Q2 2023 14 $205,096,381 +$36,097,151 -$60,578,499 -$24,481,348 RSG, AMAT, TSM, MSFT, XOM Restatement 14 Aug 2023, 13:34
Q1 2023 16 $213,179,217 +$101,245,762 -$95,257,728 +$5,988,034 RSG, AMAT, TSM, XOM, WM 13F-HR 12 May 2023, 16:41
Q4 2022 12 $203,347,134 +$64,404,715 -$75,965,841 -$11,561,126 XOM, DE, RSG, UNH, CP 13F-HR 13 Feb 2023, 09:04
Q3 2022 15 $202,665,000 +$60,429,250 -$81,228,097 -$20,798,847 XOM, DE, ADM, SHEL, GM 13F-HR 14 Nov 2022, 15:06
Q2 2022 15 $221,123,000 +$112,552,486 -$82,321,266 +$30,231,220 XOM, DE, GM, F, ADM 13F-HR 12 Aug 2022, 12:47
Q1 2022 14 $221,890,000 +$66,239,514 -$339,733,526 -$273,494,012 XOM, DE, GM, ALB, INTC 13F-HR 13 May 2022, 12:34
Q4 2021 307 $483,727,000 +$114,556,969 -$39,783,318 +$74,773,651 XOM, MSFT, GM, DE, DXCM 13F-HR 14 Feb 2022, 10:10
Q3 2021 226 $388,958,000 +$96,542,653 -$62,612,430 +$33,930,223 XOM, MSFT, GM, DXCM, DE 13F-HR 12 Nov 2021, 15:48
Q2 2021 144 $363,327,000 +$115,038,727 -$43,176,129 +$71,862,598 XOM, MSFT, APTV, GM, SQ 13F-HR 16 Aug 2021, 17:13
Q1 2021 13 $272,319,000 +$32,689,000 -$29,161,048 +$3,527,952 XOM, SQ, NXPI, DE, GM 13F-HR 17 May 2021, 14:10
Q4 2020 12 $231,907,000 $0 $0 $0 XOM, SQ, NXPI, MSFT, DE 13F-HR 16 Feb 2021, 11:07