Clean Energy Transition LLP
- SEC CIK
- 0001911523
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 17, 2022. Long positions only.
- Positions
- 13
- No filing for Q3 2021
- Portfolio value
- $655.5M
- No filing for Q3 2021
Clean Energy Transition LLP did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CARRCarrier Global Corp | Stock | 3,133,054 | $169.9M | 25.9% | – | – | History |
| NVTnVent Electric plc | SHS | 2,398,714 | $91.2M | 13.9% | – | – | History |
| ETNEaton Corp plc | Stock | 443,157 | $76.6M | 11.7% | – | – | History |
| FSLRFirst Solar, Inc. | Stock | 795,204 | $69.3M | 10.6% | – | – | History |
| GMGeneral Motors Co | COM | 1,157,327 | $67.9M | 10.4% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 149,970 | $45.6M | 7.0% | – | – | History |
| GEGeneral Electric Co | Stock | 468,067 | $44.2M | 6.7% | – | – | History |
| ESEversource Energy | Stock | 348,386 | $31.7M | 4.8% | – | – | History |
| OTISOtis Worldwide Corp | Stock | 295,299 | $25.7M | 3.9% | – | – | History |
| FLNCFluence Energy, Inc. | COM CL A | 412,529 | $14.7M | 2.2% | – | – | History |
| BLBDBlue Bird Corp | COM | 518,366 | $8.11M | 1.2% | – | – | History |
| CFCF Industries Holdings, Inc. | COM | 111,215 | $7.87M | 1.2% | – | – | History |
| QSQuantumScape Corp | COM CL A | 126,458 | $2.81M | 0.4% | – | – | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.