0001172661-23-003962.txt : 20231114 0001172661-23-003962.hdr.sgml : 20231114 20231114130021 ACCESSION NUMBER: 0001172661-23-003962 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 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: 231403399 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 09-30-2023 09-30-2023 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 11-14-2023 0 24 1644168698 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 133476000 1050000 SH SOLE 1050000 0 0 AMAZON COM INC COM 023135106 38136000 300000 SH Call SOLE 300000 0 0 APOLLO STRATEGIC GRWT CPTL I *W EXP 02/12/202 G0412A128 31400 400000 SH SOLE 400000 0 0 ARCHER AVIATION INC *W EXP 09/16/202 03945R110 518791 416666 SH SOLE 416666 0 0 ARES ACQUISITION CORPORATION *W EXP 02/02/202 G33032122 95781 140000 SH SOLE 140000 0 0 ASHLAND INC COM 044186104 48533194 594187 SH SOLE 594187 0 0 CDW CORP COM 12514G108 28047061 139012 SH SOLE 139012 0 0 CHURCHILL CAPITAL CORP V *W EXP 10/29/202 17144T115 4625 25000 SH SOLE 25000 0 0 CHURCHILL CAPITAL CORP VI *W EXP 02/17/202 17143W119 46665 300000 SH SOLE 300000 0 0 CHURCHILL CAPITAL CORP VII *W EXP 02/29/202 17144M110 92400 300000 SH SOLE 300000 0 0 CROWN HLDGS INC COM 228368106 80959200 915000 SH SOLE 915000 0 0 ELASTIC N V ORD SHS N14506104 100358534 1235334 SH SOLE 1235334 0 0 EVERCOMMERCE INC COM 29977X105 61333450 6115000 SH SOLE 6115000 0 0 FLEX LTD ORD Y2573F102 87145400 3230000 SH SOLE 3230000 0 0 METHANEX CORP COM 59151K108 121860250 2705000 SH SOLE 2705000 0 0 NEXTRACKER INC CLASS A COM 65290E101 13052000 325000 SH SOLE 325000 0 0 PTC INC COM 69370C100 163640400 1155000 SH SOLE 1155000 0 0 QUANTA SVCS INC COM 74762E102 123466200 660000 SH SOLE 660000 0 0 SHELL PLC SPON ADS 780259305 115884000 1800000 SH Call SOLE 1800000 0 0 SHELL PLC SPON ADS 780259305 312243000 4850000 SH SOLE 4850000 0 0 SOLID POWER INC *W EXP 12/08/202 83422N113 62667 266666 SH SOLE 266666 0 0 TALOS ENERGY INC COM 87484T108 45428800 2763309 SH SOLE 2763309 0 0 TRITIUM DCFC LIMITED *W EXP 01/13/202 Q9225T116 39690 233333 SH SOLE 233333 0 0 WABTEC COM 929740108 169713190 1597000 SH SOLE 1597000 0 0