FUND MANAGEMENT AT ENGINE NO. 1 LLC
Latest 13F filing data - Q3 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VRT | 302K | $11.22M |
 | AAPL | 210K | $35.98M |
 | WSC | 182K | $7.57M |
 | MSFT | 133K | $41.86M |
 | AMZN | 130K | $16.51M |
 | XOM | 116K | $13.62M |
 | T | 102K | $1.54M |
 | GE | 100K | $11.10M |
 | OXY | 99K | $6.44M |
 | BAC | 99K | $2.71M |
 | RSG | 86K | $12.21M |
 | GOOGL | 85K | $11.10M |
 | PFE | 81K | $2.68M |
 | GOOG | 72K | $9.52M |
 | CP | 65K | $4.86M |
 | UNP | 62K | $12.62M |
 | VST | 60K | $2.00M |
 | VZ | 60K | $1.95M |
 | INTC | 60K | $2.13M |
 | CMCSA | 59K | $2.61M |
Vertiv Holdings Co
VRT
Shares Held
302K
Value
$11.22M
Apple Inc.
AAPL
Shares Held
210K
Value
$35.98M
WillScot Holdings Corporation
WSC
Shares Held
182K
Value
$7.57M
Microsoft Corporation
MSFT
Shares Held
133K
Value
$41.86M
Amazon.com, Inc.
AMZN
Shares Held
130K
Value
$16.51M
Exxon Mobil Corporation
XOM
Shares Held
116K
Value
$13.62M
AT&T Inc.
T
Shares Held
102K
Value
$1.54M
GE Aerospace
GE
Shares Held
100K
Value
$11.10M
Occidental Petroleum Corporation
OXY
Shares Held
99K
Value
$6.44M
Bank of America Corporation
BAC
Shares Held
99K
Value
$2.71M
Republic Services, Inc.
RSG
Shares Held
86K
Value
$12.21M
Alphabet Inc.
GOOGL
Shares Held
85K
Value
$11.10M
Pfizer Inc.
PFE
Shares Held
81K
Value
$2.68M
Alphabet Inc.
GOOG
Shares Held
72K
Value
$9.52M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
65K
Value
$4.86M
Union Pacific Corporation
UNP
Shares Held
62K
Value
$12.62M
Vistra Corp.
VST
Shares Held
60K
Value
$2.00M
Verizon Communications Inc.
VZ
Shares Held
60K
Value
$1.95M
Intel Corporation
INTC
Shares Held
60K
Value
$2.13M
Comcast Corporation
CMCSA
Shares Held
59K
Value
$2.61M