Clean Energy Transition LLP
- SEC CIK
- 0001911523
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 12, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 12
- −3 vs. Q4 2024
- Portfolio value
- $714.8M
- −$261.5M (−26.8%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVTnVent Electric plc | SHS | 2,260,068 | $118.5M | 16.6% | +144,403+6.8% | Added | History |
| SWKStanley Black & Decker, Inc. | COM | 1,373,433 | $105.6M | 14.8% | +632,029+85.2% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 737,436 | $93.2M | 13.0% | −197,711−21.1% | Reduced | History |
| EMREmerson Electric Co | Stock | 670,322 | $73.5M | 10.3% | −987,976−59.6% | Reduced | History |
| WMBWilliams Companies, Inc. | COM | 1,017,483 | $60.8M | 8.5% | +387,373+61.5% | Added | History |
| WYWeyerhaeuser Co | COM NEW | 1,893,056 | $55.4M | 7.8% | +1,893,056 | New | History |
| FTVFortive Corp | Stock | 658,120 | $48.2M | 6.7% | −126,264−16.1% | Reduced | History |
| ETNEaton Corp plc | Stock | 155,169 | $42.2M | 5.9% | +42,508+37.7% | Added | History |
| EQTEQT Corp | Stock | 778,918 | $41.6M | 5.8% | +243,288+45.4% | Added | History |
| WCCWesco International Inc | COM | 207,980 | $32.3M | 4.5% | +36,651+21.4% | Added | History |
| GEVGE Vernova Inc. | Stock | 87,074 | $26.6M | 3.7% | −311,475−78.2% | Reduced | History |
| DTMDT Midstream, Inc. | COMMON STOCK | 175,852 | $17.0M | 2.4% | +175,852 | New | 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 |
|---|---|---|---|
| FSLRFirst Solar, Inc. | Stock | – | $93.3M |
Sold out since Q4 2024 (5)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| GNRCGenerac Holdings Inc. | Stock | 202,729 | $31.4M | 3.2% | History |
| COHRCoherent Corp. | COM | 252,837 | $24.0M | 2.5% | History |
| AZPNAspen Technology, Inc. | COM | 72,298 | $18.0M | 1.8% | History |
| SIISprott Inc. | COM NEW | 194,372 | $8.20M | 0.8% | History |
| PNWPinnacle West Capital Corp | COM | 41,605 | $3.53M | 0.4% | History |