Clean Energy Transition LLP
- SEC CIK
- 0001911523
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 15
- +4 vs. Q3 2024
- Portfolio value
- $976.3M
- +$73.9M (+8.2%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EMREmerson Electric Co | Stock | 1,658,298 | $205.5M | 21.0% | +616,730+59.2% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 935,147 | $164.8M | 16.9% | +248,447+36.2% | Added | History |
| NVTnVent Electric plc | SHS | 2,115,665 | $144.2M | 14.8% | −138,968−6.2% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 398,549 | $131.1M | 13.4% | −253,882−38.9% | Reduced | History |
| SWKStanley Black & Decker, Inc. | COM | 741,404 | $59.5M | 6.1% | −1,242,780−62.6% | Reduced | History |
| FTVFortive Corp | Stock | 784,384 | $58.8M | 6.0% | +784,384 | New | History |
| ETNEaton Corp plc | Stock | 112,661 | $37.4M | 3.8% | +38,344+51.6% | Added | History |
| WMBWilliams Companies, Inc. | COM | 630,110 | $34.1M | 3.5% | +630,110 | New | History |
| GNRCGenerac Holdings Inc. | Stock | 202,729 | $31.4M | 3.2% | +202,729 | New | History |
| WCCWesco International Inc | COM | 171,329 | $31.0M | 3.2% | +171,329 | New | History |
| EQTEQT Corp | Stock | 535,630 | $24.7M | 2.5% | +535,630 | New | History |
| COHRCoherent Corp. | COM | 252,837 | $24.0M | 2.5% | +252,837 | New | History |
| AZPNAspen Technology, Inc. | COM | 72,298 | $18.0M | 1.8% | −23,851−24.8% | Reduced | History |
| SIISprott Inc. | COM NEW | 194,372 | $8.20M | 0.8% | +102,064+110.6% | Added | History |
| PNWPinnacle West Capital Corp | COM | 41,605 | $3.53M | 0.4% | +763+1.9% | 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 |
|---|---|---|---|
| Tesla Inc88160R951 | PUT | $1.70B | – |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.