0001172661-23-003096.txt : 20230814 0001172661-23-003096.hdr.sgml : 20230814 20230814140123 ACCESSION NUMBER: 0001172661-23-003096 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 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: 231168493 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 06-30-2023 06-30-2023 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 08-14-2023 0 27 1952123651 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 136878000 1050000 SH SOLE 1050000 0 0 APOLLO STRATEGIC GRWT CPTL I *W EXP 02/12/202 G0412A128 49040 400000 SH SOLE 400000 0 0 ARCHER AVIATION INC *W EXP 09/16/202 03945R110 341666 416666 SH SOLE 416666 0 0 ARES ACQUISITION CORPORATION *W EXP 02/02/202 G33032122 112000 140000 SH SOLE 140000 0 0 ASHLAND INC COM 044186104 10460140 120356 SH SOLE 120356 0 0 CDW CORP COM 12514G108 4555755 24827 SH SOLE 24827 0 0 CF INDS HLDGS INC COM 125269100 28416313 409339 SH SOLE 409339 0 0 CHURCHILL CAPITAL CORP V *W EXP 10/29/202 17144T115 4503 25000 SH SOLE 25000 0 0 CHURCHILL CAPITAL CORP VI *W EXP 02/17/202 17143W119 54000 300000 SH SOLE 300000 0 0 CHURCHILL CAPITAL CORP VII *W EXP 02/29/202 17144M110 42000 300000 SH SOLE 300000 0 0 CROWN HLDGS INC COM 228368106 112870538 1299304 SH SOLE 1299304 0 0 DUPONT DE NEMOURS INC COM 26614N102 54651600 765000 SH SOLE 765000 0 0 ELASTIC N V ORD SHS N14506104 79209616 1235334 SH SOLE 1235334 0 0 EVERCOMMERCE INC COM 29977X105 72401600 6115000 SH SOLE 6115000 0 0 FLEX LTD ORD Y2573F102 105446600 3815000 SH SOLE 3815000 0 0 METHANEX CORP COM 59151K108 111691471 2699818 SH SOLE 2699818 0 0 NEXTRACKER INC CLASS A COM 65290E101 12938250 325000 SH SOLE 325000 0 0 PTC INC COM 69370C100 164356500 1155000 SH SOLE 1155000 0 0 QUANTA SVCS INC COM 74762E102 143801400 732000 SH SOLE 732000 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 33427890 2006476 SH SOLE 2006476 0 0 SHELL PLC SPON ADS 780259305 277748000 4600000 SH SOLE 4600000 0 0 SOLID POWER INC *W EXP 12/08/202 83422N113 81360 266666 SH SOLE 266666 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 354624000 800000 SH Call SOLE 800000 0 0 TALOS ENERGY INC COM 87484T108 43207172 3115153 SH SOLE 3115153 0 0 TECK RESOURCES LTD CL B 878742204 23155000 550000 SH SOLE 550000 0 0 TRITIUM DCFC LIMITED *W EXP 01/13/202 Q9225T116 95387 233333 SH SOLE 233333 0 0 WABTEC COM 929740108 181503850 1655000 SH SOLE 1655000 0 0