Clean Energy Transition LLP — 13F Holdings & Portfolio
CIK 1911523 · latest 13F-HR filed 2026-05-15
Clean Energy Transition LLP manages $1.54B in 13F-reported U.S. long-equity assets across 15 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TSM (20.67%), FSLR (18.31%), SWK (12.03%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 2, added to 1, and trimmed 6.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.54B
Long-equity book
15
Distinct positions
2026-03-31
Filed 2026-05-15
+4 / −2 / ↑1 / ↓6
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- STANLEY BLACK & DECKER INC-$33.2M -15.2%
- WESCO INTL INC-$23.5M -45.4%
- EMERSON ELEC CO-$19.1M -10.7%
- FIRST SOLAR INC-$18.7M -6.2%
- FORTIVE CORP-$18.1M -31.1%
New Positions
- DIAMONDBACK ENERGY INC$56.6M
- EQT CORP$47.4M
- TIMKEN CO$33.4M
- EATON CORP PLC$31.7M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC Put | TSM | 874039100 | $317.7M | 20.67% | 940,000 | SH |
| 2 | FIRST SOLAR INC | FSLR | 336433107 | $281.4M | 18.31% | 1,426,587 | SH |
| 3 | STANLEY BLACK & DECKER INC | SWK | 854502101 | $184.9M | 12.03% | 2,601,390 | SH |
| 4 | EMERSON ELEC CO | EMR | 291011104 | $160.2M | 10.42% | 1,222,925 | SH |
| 5 | NVENT ELECTRIC PLC | NVT | G6700G107 | $142.2M | 9.25% | 1,201,911 | SH |
| 6 | OWENS CORNING NEW | OC | 690742101 | $62.2M | 4.05% | 574,854 | SH |
| 7 | DIAMONDBACK ENERGY INC | FANG | 25278X109 | $56.6M | 3.68% | 286,311 | SH |
| 8 | OTIS WORLDWIDE CORP | OTIS | 68902V107 | $54.6M | 3.55% | 708,348 | SH |
| 9 | PENTAIR PLC | PNR | G7S00T104 | $49.3M | 3.21% | 565,871 | SH |
| 10 | EQT CORP | EQT | 26884L109 | $47.4M | 3.08% | 744,509 | SH |
| 11 | RALLIANT CORP | RAL | 750940108 | $47.3M | 3.08% | 1,136,965 | SH |
| 12 | FORTIVE CORP | FTV | 34959J108 | $40.1M | 2.61% | 724,981 | SH |
| 13 | TIMKEN CO | TKR | 887389104 | $33.4M | 2.17% | 331,740 | SH |
| 14 | EATON CORP PLC | ETN | G29183103 | $31.7M | 2.06% | 88,514 | SH |
| 15 | WESCO INTL INC | WCC | 95082P105 | $28.2M | 1.84% | 103,173 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $1.54B | 15 | 0000902664-26-002525 |
| 2025-12-31 | 2026-02-13 | $1.20B | 12 | 0000902664-26-000991 |
| 2025-09-30 | 2025-11-12 | $1.36B | 15 | 0000902664-25-004854 |