ENGINE NO. 1 LLC
Hedge Fund • Activist
ENGINE NO. 1 LLC is an Activist Hedge Fund based in San Francisco, CA led by Jennifer Lisa Grancio, reporting $299.9M in AUM as of Q3 2025 with 83% Industrials concentration, with only 6 positions, and 41% allocation to POWL.
CEOJennifer Lisa Grancio
- Portfolio Value
- $88.6M
- Positions
- 6
- Top Holding
- POWL at 40.95%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ENGINE NO. 1 LLC's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Electrical Equipment & Parts Industrials | $36.3M | 40.95% | — | 0.99% 119.0K shares | |
Electrical Equipment & Parts Industrials | $24.1M | 27.25% | +$5.7M Bought | 0.04% 160.0K shares | |
Solar Energy | $10.6M | 11.95% | +$10.6M Bought | 0.04% 48.0K shares | |
Rental & Leasing Services Industrials | $8.6M | 9.74% | +$8.6M New | 0.22% 74.0K shares | |
Unknown Unknown | $4.7M | 5.26% | +$4.7M New | — 13.1K shares | |
Electrical Equipment & Parts Industrials | $4.3M | 4.86% | — | 0.02% 10.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ENGINE NO. 1 LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+31.15% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold |
Analytics
Portfolio insights and performance metrics for ENGINE NO. 1 LLC
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