0001172661-23-002232.txt : 20230515 0001172661-23-002232.hdr.sgml : 20230515 20230515130013 ACCESSION NUMBER: 0001172661-23-002232 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Standard Investments LLC CENTRAL INDEX KEY: 0001539436 IRS NUMBER: 264203244 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14692 FILM NUMBER: 23920383 BUSINESS ADDRESS: STREET 1: 9 WEST 57TH STREET STREET 2: 47TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: 212-821-1600 MAIL ADDRESS: STREET 1: 9 WEST 57TH STREET STREET 2: 47TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 FORMER COMPANY: FORMER CONFORMED NAME: 40 North Management LLC DATE OF NAME CHANGE: 20130703 FORMER COMPANY: FORMER CONFORMED NAME: 40 North Industries LLC DATE OF NAME CHANGE: 20120112 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001539436 XXXXXXXX 03-31-2023 03-31-2023 false Standard Investments LLC

9 West 57th Street 47th Floor New York NY 10019

13F HOLDINGS REPORT 028-14692 000160843 801-73363 N Tunde Reddy 212-821-1668 /s/ Tunde Reddy New York NY 05-15-2023 0 23 2062320814 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 214120170 2073000 SH SOLE 2073000 0 0 APOLLO STRATEGIC GRWT CPTL I *W EXP 02/12/202 G0412A128 39040 400000 SH SOLE 400000 0 0 ARCHER AVIATION INC *W EXP 09/16/202 03945R110 178216 416666 SH SOLE 416666 0 0 ARES ACQUISITION CORPORATION *W EXP 02/02/202 G33032122 123200 140000 SH SOLE 140000 0 0 CHURCHILL CAPITAL CORP V *W EXP 10/29/202 17144T115 4671 25000 SH SOLE 25000 0 0 CHURCHILL CAPITAL CORP VI *W EXP 02/17/202 17143W119 33000 300000 SH SOLE 300000 0 0 CHURCHILL CAPITAL CORP VII *W EXP 02/29/202 17144M110 36750 300000 SH SOLE 300000 0 0 CROWN HLDGS INC COM 228368106 107465434 1299304 SH SOLE 1299304 0 0 DUPONT DE NEMOURS INC COM 26614N102 405077488 5644106 SH SOLE 5644106 0 0 EVERCOMMERCE INC COM 29977X105 64696700 6115000 SH SOLE 6115000 0 0 FLEX LTD ORD Y2573F102 101819250 4425000 SH SOLE 4425000 0 0 METHANEX CORP COM 59151K108 120047400 2580000 SH SOLE 2580000 0 0 MICROSOFT CORP COM 594918104 162601200 564000 SH SOLE 564000 0 0 NEXTRACKER INC CLASS A COM 65290E101 11784500 325000 SH SOLE 325000 0 0 PTC INC COM 69370C100 214657020 1674000 SH SOLE 1674000 0 0 QUANTA SVCS INC COM 74762E102 154975200 930000 SH SOLE 930000 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 31060248 2006476 SH SOLE 2006476 0 0 SHELL PLC SPON ADS 780259305 230160000 4000000 SH SOLE 4000000 0 0 SOLID POWER INC *W EXP 12/08/202 83422N113 117360 266666 SH SOLE 266666 0 0 TALOS ENERGY INC COM 87484T108 3339000 225000 SH SOLE 225000 0 0 TECK RESOURCES LTD CL B 878742204 72635000 1990000 SH SOLE 1990000 0 0 TRITIUM DCFC LIMITED *W EXP 01/13/202 Q9225T116 95667 233333 SH SOLE 233333 0 0 WABTEC COM 929740108 167254300 1655000 SH SOLE 1655000 0 0