ENGINE NO. 1 LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q3 2025, the fund manages $89M in reported equity holdings across 6 positions. The largest holdings are POWL (40.9%), VRT (27.2%), FSLR (11.9%), HRI (9.7%), GLD (5.3%). The portfolio is concentrated in Other (59.0%), Industrials (41.0%). Data sourced from SEC EDGAR 13F filings (CIK 1835549).