Holders — by stockHoldings — by fund
Clean Energy Transition LLP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001911523
$1.44B
disclosed book value
14
positions
21%
largest position share
Positions, as of 2026-06-30
top 14 of 14 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | FSLRFIRST SOLAR INC | 1.3M | $301.6M | 21% |
| 2 | SWKSTANLEY BLACK & DECKER INC | 2.6M | $247.6M | 17.2% |
| 3 | EMREMERSON ELEC CO | 1.2M | $178.6M | 12.4% |
| 4 | OTISOTIS WORLDWIDE CORP | 2.3M | $165.0M | 11.5% |
| 5 | NVTNVENT ELEC PLC | 683,347 | $115.9M | 8.1% |
| 6 | OCOWENS CORNING NEW | 705,286 | $112.1M | 7.8% |
| 7 | RALRALLIANT CORP | 980,665 | $72.2M | 5% |
| 8 | EDCONSOLIDATED EDISON INC | 619,179 | $68.5M | 4.8% |
| 9 | PNRPENTAIR PLC | 778,135 | $59.7M | 4.2% |
| 10 | XELXCEL ENERGY INC | 430,722 | $34.6M | 2.4% |
| 11 | FTVFORTIVE CORP | 512,269 | $31.3M | 2.2% |
| 12 | TKRTIMKEN CO | 155,419 | $22.6M | 1.6% |
| 13 | ETNEATON CORP PLC | 41,909 | $17.9M | 1.2% |
| 14 | EQTEQT CORP | 158,258 | $8.4M | 0.6% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.