Clean Energy Transition LLP
- SEC CIK
- 0001911523
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 14
- 0 vs. Q1 2026
- Portfolio value
- $1.44B
- +$216.5M (+17.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FSLRFirst Solar, Inc. | Stock | 1,278,237 | $301.6M | 21.0% | −148,350−10.4% | Reduced | History |
| SWKStanley Black & Decker, Inc. | COM | 2,630,774 | $247.6M | 17.2% | +29,384+1.1% | Added | History |
| EMREmerson Electric Co | Stock | 1,247,352 | $178.6M | 12.4% | +24,427+2.0% | Added | History |
| OTISOtis Worldwide Corp | Stock | 2,305,007 | $165.0M | 11.5% | +1,596,659+225.4% | Added | History |
| NVTnVent Electric plc | SHS | 683,347 | $115.9M | 8.1% | −518,564−43.1% | Reduced | History |
| OCOwens Corning | Stock | 705,286 | $112.1M | 7.8% | +130,432+22.7% | Added | History |
| RALRalliant Corp | Stock | 980,665 | $72.2M | 5.0% | −156,300−13.7% | Reduced | History |
| EDConsolidated Edison Inc | Stock | 619,179 | $68.5M | 4.8% | +619,179 | New | History |
| PNRPENTAIR plc | SHS | 778,135 | $59.7M | 4.2% | +212,264+37.5% | Added | History |
| XELXcel Energy Inc | Stock | 430,722 | $34.6M | 2.4% | +430,722 | New | History |
| FTVFortive Corp | Stock | 512,269 | $31.3M | 2.2% | −212,712−29.3% | Reduced | History |
| TKRTimken Co | COM | 155,419 | $22.6M | 1.6% | −176,321−53.2% | Reduced | History |
| ETNEaton Corp plc | Stock | 41,909 | $17.9M | 1.2% | −46,605−52.7% | Reduced | History |
| EQTEQT Corp | Stock | 158,258 | $8.41M | 0.6% | −586,251−78.7% | Reduced | History |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.