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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
VRT	VERTIV HOLDINGS CO	28.41%	122,000	$15,666,020	122,000	New	$128.41	13F
HUBB	HUBBELL INC	7.41%	10,000	$4,084,100	10,000	New	$408.41	13F