Clean Energy Transition LLP
- SEC CIK
- 0001911523
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 11, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 12
- +1 vs. Q1 2023
- Portfolio value
- $732.4M
- −$3.71M (−0.5%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SWKStanley Black & Decker, Inc. | COM | 2,014,824 | $188.8M | 25.8% | +405,814+25.2% | Added | History |
| NVTnVent Electric plc | SHS | 2,746,557 | $141.9M | 19.4% | +107,545+4.1% | Added | History |
| ETNEaton Corp plc | Stock | 645,917 | $129.9M | 17.7% | +645,917 | New | History |
| APDAir Products & Chemicals, Inc. | Stock | 183,832 | $55.1M | 7.5% | −83,991−31.4% | Reduced | History |
| CARRCarrier Global Corp | Stock | 1,017,452 | $50.6M | 6.9% | −341,162−25.1% | Reduced | History |
| NXTNextpower Inc. | Stock | 935,646 | $37.2M | 5.1% | +13,591+1.5% | Added | History |
| AESAES Corp | Stock | 1,639,485 | $34.0M | 4.6% | +1,639,485 | New | History |
| BLBDBlue Bird Corp | COM | 1,112,443 | $25.0M | 3.4% | −142,194−11.3% | Reduced | History |
| FSLRFirst Solar, Inc. | Stock | 113,146 | $21.5M | 2.9% | −864,994−88.4% | Reduced | History |
| TPICQTpi Composites, Inc | COM | 1,884,184 | $19.5M | 2.7% | +1,279,468+211.6% | Added | History |
| OTISOtis Worldwide Corp | Stock | 181,733 | $16.2M | 2.2% | +181,733 | New | History |
| GEGeneral Electric Co | Stock | 115,378 | $12.7M | 1.7% | −22,238−16.2% | Reduced | History |
Sold out since Q1 2023 (2)
Positions held at the end of Q1 2023 that are gone from this filing.