0001420506-23-002127.txt : 20231114 0001420506-23-002127.hdr.sgml : 20231114 20231114103252 ACCESSION NUMBER: 0001420506-23-002127 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: ENGINE NO. 1 LLC CENTRAL INDEX KEY: 0001835549 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20881 FILM NUMBER: 231402498 BUSINESS ADDRESS: STREET 1: 710 SANSOME STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94111 BUSINESS PHONE: 628-207-2612 MAIL ADDRESS: STREET 1: 710 SANSOME STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94111 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001835549 XXXXXXXX 09-30-2023 09-30-2023 false ENGINE NO. 1 LLC
710 Sansome Street San Francisco CA 94111
13F HOLDINGS REPORT 028-20881 N
Nate Saint-Victor Chief Compliance Officer 628-251-1222 Nate Saint-Victor, Chief Compliance Officer San Francisco CA 11-14-2023 0 13 189925433 false
INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR ENGINE NO. 1 LLC (6830) DEERE & CO COM 244199105 7192485 19059 SH SOLE 19059 0 0 EXXON MOBIL CORP COM 30231G102 21052817 179051 SH SOLE 179051 0 0 FIRST SOLAR INC COM 336433107 13220486 81815 SH SOLE 81815 0 0 HUBBELL INC COM 443510607 10797601 34452 SH SOLE 34452 0 0 LAM RESEARCH CORP COM 512807108 17794000 28390 SH SOLE 28390 0 0 MICROSOFT CORP COM 594918104 19136345 60606 SH SOLE 60606 0 0 NVIDIA CORPORATION COM 67066G104 11466771 26361 SH SOLE 26361 0 0 OCCIDENTAL PETE CORP COM 674599105 9537295 146999 SH SOLE 146999 0 0 REPUBLIC SVCS INC COM 760759100 26018193 182571 SH SOLE 182571 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 15025010 172900 SH SOLE 172900 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 18174506 488562 SH SOLE 488562 0 0 VISTRA CORP COM 92840M102 14078904 424319 SH SOLE 424319 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 6431020 154629 SH SOLE 154629 0 0