Stock Taper 
FUND MANAGEMENT AT ENGINE NO. 1 LLC
Latest 13F filing data - Q3 2023
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Estée Lauder Companies Inc. | EL | 3.31K | $479.18K |
 Brown & Brown, Inc. | BRO | 3.37K | $235.08K |
 PPG Industries, Inc. | PPG | 3.37K | $437.04K |
 Royal Caribbean Cruises Ltd. | RCL | 3.37K | $310.33K |
 Elevance Health Inc. | ELV | 3.37K | $1.47M |
 The Sherwin-Williams Company | SHW | 3.38K | $862.83K |
 Cheniere Energy, Inc. | LNG | 3.44K | $571.07K |
 Xylem Inc. | XYL | 3.44K | $313.6K |
 Church & Dwight Co., Inc. | CHD | 3.52K | $322.72K |
| EA ELECTRONIC ARTS INC | EA | 3.53K | $424.53K |
 Nucor Corporation | NUE | 3.56K | $556.14K |
 Marriott International, Inc. | MAR | 3.58K | $704.27K |
 Zoom Communications, Inc. | ZM | 3.58K | $250.74K |
 Arista Networks, Inc. | ANET | 3.59K | $659.57K |
 McCormick & Company, Incorporated | MKC | 3.59K | $271.55K |
 Lennar Corporation | LEN | 3.61K | $405.38K |
 Dell Technologies Inc. | DELL | 3.62K | $249.63K |
 Ecolab Inc. | ECL | 3.63K | $614.75K |
 Cardinal Health, Inc. | CAH | 3.64K | $315.94K |
 International Flavors & Fragrances Inc. | IFF | 3.65K | $248.89K |