Investor Details
| Filer Name: | ENGINE NO. 1 LLC |
|---|---|
| CIK: | 1835549 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 5 |
| Portfolio Value: | $0.04B |
Engine No. 1 Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| POWL | US | POWELL INDUSTRIES INC | 49,300 | $11M | 29.08% | -17.1% | - |
| BKR | US | BAKER HUGHES CO | 208,000 | $9M | 22.70% | 100.0% | - |
| HUBB | US | HUBBELL INC | 19,763 | $8M | 22.03% | 27.0% | - |
| FLS | US | FLOWSERVE CORP | 128,000 | $7M | 19.59% | 100.0% | - |
| CENX | US | CENTURY ALUMINUM COMPANY | 136,000 | $2M | 6.59% | 100.0% | - |