Clean Energy Transition LLP
- SEC CIK
- 0001911523
- Latest filing
- Aug 14, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 13, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 6
- −6 vs. Q2 2023
- Portfolio value
- $687.3M
- −$45.1M (−6.2%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FSLRFirst Solar, Inc. | Stock | 1,186,646 | $191.8M | 27.9% | +1,073,500+948.8% | Added | History |
| SWKStanley Black & Decker, Inc. | COM | 2,292,331 | $191.6M | 27.9% | +277,507+13.8% | Added | History |
| NVTnVent Electric plc | SHS | 2,501,376 | $132.5M | 19.3% | −245,181−8.9% | Reduced | History |
| ETNEaton Corp plc | Stock | 507,990 | $108.3M | 15.8% | −137,927−21.4% | Reduced | History |
| NXTNextpower Inc. | Stock | 946,609 | $38.0M | 5.5% | +10,963+1.2% | Added | History |
| BLBDBlue Bird Corp | COM | 1,173,071 | $25.0M | 3.6% | +60,628+5.4% | Added | History |
Sold out since Q2 2023 (6)
Positions held at the end of Q2 2023 that are gone from this filing.
| Security | Class | Shares in Q2 2023 | Value in Q2 2023 | % of portfolio in Q2 2023 | History |
|---|---|---|---|---|---|
| APDAir Products & Chemicals, Inc. | Stock | 183,832 | $55.1M | 7.5% | History |
| CARRCarrier Global Corp | Stock | 1,017,452 | $50.6M | 6.9% | History |
| AESAES Corp | Stock | 1,639,485 | $34.0M | 4.6% | History |
| TPICQTpi Composites, Inc | COM | 1,884,184 | $19.5M | 2.7% | History |
| OTISOtis Worldwide Corp | Stock | 181,733 | $16.2M | 2.2% | History |
| GEGeneral Electric Co | Stock | 115,378 | $12.7M | 1.7% | History |