StockDriftsStockDriftsTop 6 Engine No. 1 Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| POWL | POWELL INDS INC | 40.95% | 119.0K | $36.3M | +0.00%(+0) | $173.05(+96.97%) | 2025-09-30 | |
| VRT | VERTIV HOLDINGS CO | 27.25% | 160.0K | $24.1M | +31.15%(+38.00K) | $69.61(+140.74%) | 2025-09-30 | |
| FSLR | FIRST SOLAR INC | 11.95% | 48.0K | $10.6M | +50.94%(+16.20K) | $197.50(+36.55%) | 2025-09-30 | |
| HRI | HERC HLDGS INC | 9.74% | 74.0K | $8.6M | new | $129.25(+21.06%) | 2025-09-30 | |
| GLD | SPDR GOLD TR | 5.26% | 13.1K | $4.7M | new | $321.01(+29.82%) | 2025-09-30 | |
| HUBB | HUBBELL INC | 4.86% | 10.0K | $4.3M | +0.00%(+0) | $345.74(+31.59%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +28.87% | +114.00% |
| Top 20 Holdings Unweighted | +32.02% | +130.09% |
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