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ENGINE NO. 1 LLC

AUM: $299.88 M

13-F Portfolio Value: $55.15 M

Last 13-F Filed: Q2 2025

Concentration in top 10: 100%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
POWL	POWELL INDS INC	45.41%	119,000	$25,043,550	47,000	65.28%	$210.45	13F
ETN	EATON CORP PLC	18.77%	29,000	$10,352,710	8,600	42.16%	$356.99	13F