Clean Energy Transition LLP
- SEC CIK
- 0001911523
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 12
- −1 vs. Q4 2021
- Portfolio value
- $586.8M
- −$68.7M (−10.5%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CARRCarrier Global Corp | Stock | 2,172,366 | $99.6M | 17.0% | −960,688−30.7% | Reduced | History |
| NVTnVent Electric plc | SHS | 2,550,013 | $88.7M | 15.1% | +151,299+6.3% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 1,066,494 | $88.1M | 15.0% | +1,066,494 | New | History |
| GEGeneral Electric Co | Stock | 561,299 | $51.4M | 8.8% | +93,232+19.9% | Added | History |
| OXYOccidental Petroleum Corp | Stock | 825,479 | $46.8M | 8.0% | +825,479 | New | History |
| CFCF Industries Holdings, Inc. | COM | 441,796 | $45.5M | 7.8% | +330,581+297.2% | Added | History |
| ETNEaton Corp plc | Stock | 293,572 | $44.6M | 7.6% | −149,585−33.8% | Reduced | History |
| OTISOtis Worldwide Corp | Stock | 464,764 | $35.8M | 6.1% | +169,465+57.4% | Added | History |
| ESEversource Energy | Stock | 385,968 | $34.0M | 5.8% | +37,582+10.8% | Added | History |
| AESAES Corp | Stock | 1,235,853 | $31.8M | 5.4% | +1,235,853 | New | History |
| FSLRFirst Solar, Inc. | Stock | 127,502 | $10.7M | 1.8% | −667,702−84.0% | Reduced | History |
| BLBDBlue Bird Corp | COM | 522,944 | $9.84M | 1.7% | +4,578+0.9% | Added | History |
Sold out since Q4 2021 (4)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | 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 |
| FLNCFluence Energy, Inc. | COM CL A | 412,529 | $14.7M | 2.2% | History |
| QSQuantumScape Corp | COM CL A | 126,458 | $2.81M | 0.4% | History |