Clean Energy Transition LLP
- SEC CIK
- 0001911523
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 14
- +2 vs. Q4 2025
- Portfolio value
- $1.22B
- +$20.9M (+1.7%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FSLRFirst Solar, Inc. | Stock | 1,426,587 | $281.4M | 23.1% | +277,605+24.2% | Added | History |
| SWKStanley Black & Decker, Inc. | COM | 2,601,390 | $184.9M | 15.2% | −334,683−11.4% | Reduced | History |
| EMREmerson Electric Co | Stock | 1,222,925 | $160.2M | 13.1% | −128,299−9.5% | Reduced | History |
| NVTnVent Electric plc | SHS | 1,201,911 | $142.2M | 11.7% | −304,229−20.2% | Reduced | History |
| OCOwens Corning | Stock | 574,854 | $62.2M | 5.1% | +11,312+2.0% | Added | History |
| FANGDiamondback Energy, Inc. | Stock | 286,311 | $56.6M | 4.6% | +286,311 | New | History |
| OTISOtis Worldwide Corp | Stock | 708,348 | $54.6M | 4.5% | +112,745+18.9% | Added | History |
| PNRPENTAIR plc | SHS | 565,871 | $49.3M | 4.0% | +318,710+128.9% | Added | History |
| EQTEQT Corp | Stock | 744,509 | $47.4M | 3.9% | +744,509 | New | History |
| RALRalliant Corp | Stock | 1,136,965 | $47.3M | 3.9% | +235,008+26.1% | Added | History |
| FTVFortive Corp | Stock | 724,981 | $40.1M | 3.3% | −329,328−31.2% | Reduced | History |
| TKRTimken Co | COM | 331,740 | $33.4M | 2.7% | +331,740 | New | History |
| ETNEaton Corp plc | Stock | 88,514 | $31.7M | 2.6% | +88,514 | New | History |
| WCCWesco International Inc | COM | 103,173 | $28.2M | 2.3% | −108,247−51.2% | Reduced | 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 |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | $317.7M | – |
Sold out since Q4 2025 (2)
Positions held at the end of Q4 2025 that are gone from this filing.