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ENGINE NO. 1 LLC

AUM: $299.88 M

13-F Portfolio Value: $88.59 M

Last 13-F Filed: Q3 2025

Concentration in top 10: 100.01%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
FSLR	FIRST SOLAR INC	11.95%	48,000	$10,585,440	48,000	New	$220.53	13F
HRI	HERC HLDGS INC	9.74%	74,000	$8,632,840	74,000	New	$116.66	13F
GLD	SPDR GOLD TR	5.26%	13,100	$4,656,657	13,100	New	$355.47	13F