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ENGINE NO. 1 LLC
WatchNo.9247 Data as of 2025Q3Latest AUM (Q3 2025)
$88.6M
QoQ Change Q2 2025
+$33.4M+60.6%
Holdings Value Trend
| Stock | Ownership Trend | Portfolio % | Prev Q % | Q3 2025 Value | Q3 2025 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|
| PPOWELL INDS INCPOWL |
| 40.95% | 45.41% | $36.3M | 119,000 | $25.0M | 119,000 | 00.00% | Unchanged |
 VERTIV HOLDINGS COVRT |
| 27.25% | 28.41% | $24.1M | 160,000 | $15.7M | 122,000 | +38,000+31.15% | Add |
 FIRST SOLAR INC COMFSLR |
| 11.95% | — | $10.6M | 48,000 | $0 | 0 | +48,000 | New Buy |
| HHERC HLDGS INCHRI |
| 9.74% | — | $8.6M | 74,000 | $0 | 0 | +74,000 | New Buy |
| SSPDR GOLD TRGLD |
| 5.26% | — | $4.7M | 13,100 | $0 | 0 | +13,100 | New Buy |
 HUBBELL INCHUBB |
| 4.86% | 7.41% | $4.3M | 10,000 | $4.1M | 10,000 | 00.00% | Unchanged |
🧭 Institutional Sector Flow Heatmap
Net Outflow Net Inflow
