Engine No. 1 (Chris James)Superinvestor
About Engine No. 1 (Chris James)’s 13F portfolio
Engine No. 1 (Chris James) is an institutional investment manager that discloses its US-listed holdings each quarter through an SEC Form 13F filing. As of , Engine No. 1 (Chris James) reported $88.6M across 6 US-listed positions (). Its largest position is POWELL INDS INC (POWL) at 41% of the reported book, and its ten biggest holdings make up 100% of the portfolio. Browse every manager in the fund managers directory, or see the legendary investors we track on the superinvestors page.
| # | Stock | Price | % of portfolio | Shares | Value |
|---|---|---|---|---|---|
| 1 |  POWL POWELL INDS INC | $219.23 −5.59% | 41% | 119K | $36.3M |
| 2 |  VRT VERTIV HOLDINGS CO | $287.60 −0.95% | 27% | 160K | $24.1M |
| 3 |  FSLR FIRST SOLAR INC | $205.83 +1.48% | 12% | 48K | $10.6M |
| 4 |  HRI HERC HLDGS INC | $160.00 −1.59% | 9.7% | 74K | $8.6M |
| 5 |  GLD SPDR GOLD TR | $374.63 +0.73% | 5.3% | 13K | $4.7M |
| 6 |  HUBB HUBBELL INC | $497.96 +2.44% | 4.9% | 10K | $4.3M |
Showing the 6 largest positions reported in this 13F.
- Industrials83%
- Technology12%
Reading Engine No. 1 (Chris James)’s 13F portfolio
Engine No. 1 (Chris James)’s $88.6M 13F book is spread across 6 reported positions and is highly concentrated — its ten largest positions alone are 100% of the portfolio. A book this concentrated means a small group of names drives most of its performance. Its five largest positions are POWL, VRT, FSLR, HRI and GLD, led by POWELL INDS INC (POWL) at 41% of the portfolio. The heaviest sector exposure is Industrials (83%), then Technology (12%).
What a 13F does and doesn’t reveal
A 13F captures only Engine No. 1 (Chris James)’s long positions in US-listed stocks at a single quarter-end, so it is best read as a lagged snapshot rather than a live portfolio. It won’t show shorts, cash, bonds, or holdings listed outside the US, and it never reveals the price paid or the reasoning behind a trade. The signal is in the pattern over time: which names Engine No. 1 (Chris James) is building up, trimming, or exiting, and how concentrated the book stays from quarter to quarter.
Frequently asked questions
What is an SEC 13F filing?
A Form 13F is a report that every institutional investment manager with at least $100 million in US-listed securities must file with the SEC within 45 days of each quarter's end. It lists the manager's long positions in US-listed stocks and certain options, with the share count and market value of each. Engine No. 1 (Chris James)'s profile on this page is built directly from those filings.
How current is the 13F data on Engine No. 1 (Chris James)'s page?
It reflects Engine No. 1 (Chris James)'s most recently filed 13F, currently the quarter ending Q3 2025. Because managers have up to 45 days after a quarter closes to file, a 13F is always a slightly lagged view rather than a live portfolio. When Engine No. 1 (Chris James) files its next quarterly report, this page refreshes automatically.
Can I see Engine No. 1 (Chris James)'s complete list of holdings?
This page highlights Engine No. 1 (Chris James)'s largest positions rather than all 6 names in the filing. The complete, position-by-position 13F is public and available from the SEC's EDGAR database under Engine No. 1 (Chris James)'s filings.
Does a 13F show everything Engine No. 1 (Chris James) owns?
No. A 13F only covers long positions in US-listed stocks and certain options. It leaves out short positions, cash, bonds, commodities, foreign-listed stocks, and private holdings, so it is a partial view of Engine No. 1 (Chris James)'s book rather than its full strategy or total assets.
Is 13F data investment advice?
No. Everything here is educational. 13F positions are disclosed with a delay, cover only long US-listed holdings, and never explain why Engine No. 1 (Chris James) made a trade or at what price. Treat it as a research lens, not a recommendation, and speak with a licensed financial advisor before making investment decisions.
Not investment advice. Holdings data comes from public SEC Form 13F filings, which are filed with a delay of up to 45 days and may be amended later. It describes historical, disclosed positions in US-listed securities only, meaning no shorts, cash, or foreign holdings, and it is not a recommendation. Always do your own research and speak with a licensed financial advisor before making investment decisions.