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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
AR	ANTERO RESOURCES CORP				-138,000	Exited		13F
INTC	INTEL CORP				-2,420,000	Exited		13F