Clean Energy Transition LLP
- SEC CIK
- 0001911523
- Latest filing
- Aug 14, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 10, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 16
- +4 vs. Q2 2022
- Portfolio value
- $633.6M
- +$117.1M (+22.7%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FSLRFirst Solar, Inc. | Stock | 1,180,308 | $156.1M | 24.6% | +1,123,408+1,974.4% | Added | History |
| CEGConstellation Energy Corp | Stock | 1,390,252 | $115.7M | 18.3% | −28,708−2.0% | Reduced | History |
| NVTnVent Electric plc | SHS | 2,162,118 | $68.3M | 10.8% | −33,399−1.5% | Reduced | History |
| APDAir Products & Chemicals, Inc. | Stock | 240,073 | $55.9M | 8.8% | +240,073 | New | History |
| OXYOccidental Petroleum Corp | Stock | 812,920 | $50.0M | 7.9% | +529,949+187.3% | Added | History |
| Sunpower Corp867652406 | COM | 1,769,713 | $40.8M | 6.4% | +1,769,713 | New | – |
| CTRACoterra Energy Inc. | Stock | 1,420,452 | $37.1M | 5.9% | +1,420,452 | New | History |
| ESEversource Energy | Stock | 311,287 | $24.3M | 3.8% | −107,692−25.7% | Reduced | History |
| OTISOtis Worldwide Corp | Stock | 330,657 | $21.1M | 3.3% | −173,857−34.5% | Reduced | History |
| CARRCarrier Global Corp | Stock | 431,449 | $15.3M | 2.4% | −1,990,555−82.2% | Reduced | History |
| SWKStanley Black & Decker, Inc. | COM | 191,747 | $14.4M | 2.3% | −461,919−70.7% | Reduced | History |
| ETNEaton Corp plc | Stock | 80,678 | $10.8M | 1.7% | −147,206−64.6% | Reduced | History |
| Freyr BatteryL4135L100 | COM | 602,850 | $8.59M | 1.4% | +602,850 | New | – |
| AMPSAltus Power, Inc. | COM CL A | 557,965 | $6.14M | 1.0% | +557,965 | New | History |
| GEGeneral Electric Co | Stock | 77,257 | $4.78M | 0.8% | −604,498−88.7% | Reduced | History |
| BLBDBlue Bird Corp | COM | 525,944 | $4.39M | 0.7% | +60,376+13.0% | Added | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| TSLATesla, Inc. | Stock | $238.7M | – |
Sold out since Q2 2022 (1)
Positions held at the end of Q2 2022 that are gone from this filing.