Clean Energy Transition LLP
- SEC CIK
- 0001911523
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 12, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 14
- −2 vs. Q2 2025
- Portfolio value
- $1.14B
- +$114.2M (+11.2%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FSLRFirst Solar, Inc. | Stock | 1,117,228 | $246.4M | 21.7% | +363,274+48.2% | Added | History |
| SWKStanley Black & Decker, Inc. | COM | 2,799,218 | $208.1M | 18.3% | +1,013,756+56.8% | Added | History |
| NVTnVent Electric plc | SHS | 1,350,357 | $133.2M | 11.7% | −601,549−30.8% | Reduced | History |
| EMREmerson Electric Co | Stock | 639,560 | $83.9M | 7.4% | −600,659−48.4% | Reduced | History |
| EDConsolidated Edison Inc | Stock | 764,387 | $76.8M | 6.8% | +198,833+35.2% | Added | History |
| OCOwens Corning | Stock | 531,618 | $75.2M | 6.6% | +531,618 | New | History |
| OTISOtis Worldwide Corp | Stock | 669,669 | $61.2M | 5.4% | +340,662+103.5% | Added | History |
| FTVFortive Corp | Stock | 1,174,960 | $57.6M | 5.1% | +43,945+3.9% | Added | History |
| WCCWesco International Inc | COM | 228,666 | $48.4M | 4.3% | +1,332+0.6% | Added | History |
| AAONAaon, Inc. | COM PAR $0.004 | 513,442 | $48.0M | 4.2% | +513,442 | New | History |
| RALRalliant Corp | Stock | 900,903 | $39.4M | 3.5% | +371,419+70.1% | Added | History |
| PNRPENTAIR plc | SHS | 313,005 | $34.7M | 3.1% | +66,036+26.7% | Added | History |
| ETNEaton Corp plc | Stock | 52,143 | $19.5M | 1.7% | −37,033−41.5% | Reduced | History |
| JHXJames Hardie Industries plc | Stock | 191,261 | $3.67M | 0.3% | +191,261 | 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 |
|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | $225.5M | – |
Sold out since Q2 2025 (5)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| EQTEQT Corp | Stock | 1,067,988 | $62.3M | 6.1% | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 1,171,538 | $51.8M | 5.1% | History |
| DTMDT Midstream, Inc. | COMMON STOCK | 324,763 | $35.7M | 3.5% | History |
| WMBWilliams Companies, Inc. | COM | 441,282 | $27.7M | 2.7% | History |
| GEVGE Vernova Inc. | Stock | 31,923 | $16.9M | 1.7% | History |