Clean Energy Transition LLP — 13F Holdings & Portfolio
CIK 1911523 · latest 13F-HR filed 2026-08-14
Clean Energy Transition LLP manages $1.44B in 13F-reported U.S. long-equity assets across 14 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are FSLR (21.00%), SWK (17.24%), EMR (12.44%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions and exited 2; 7 existing positions rose in reported value and 5 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 94.4%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Jun 24, 2026.
LONDON SW1Y 4HJ
United Kingdom
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| Hogner, Eirik Control | MANAGING PARTNER AND PORTFOLIO MANAGER since Oct 2021 | 25–50% | Individual |
| LEKANDER, PER, AXEL Control | GROUP CHIEF EXECUTIVE OFFICER AND PORTFOLIO MANAGER, PARTNER since Oct 2021 | 10–25% | Individual |
| Sheppard, Paul, Simon Andrew Control | HEAD OF TRADING / PARTNER since Oct 2021 | 10–25% | Individual |
| Singh, Benjamin, Dhian Control | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER / PARTNER since Oct 2021 | 10–25% | Individual |
| Lopez Diaz, Manuel | ANALYST / PARTNER since Dec 2021 | 5–10% | Individual |
Ownership & leadership changes · 2 filings with changes since Jul 9, 2021
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- AddedLopez Diaz, Manuel · ANALYST / PARTNER · 5–10%
- ChangedHogner, Eirik · title PORTFOLIO MANAGER / PARTNER → MANAGING PARTNER AND PORTFOLIO MANAGER; ownership 10–25% → 25–50%
- ChangedLEKANDER, PER, AXEL · title CHIEF EXECUTIVE OFFICER / PORTFOLIO MANAGER / PARTNER → GROUP CHIEF EXECUTIVE OFFICER AND PORTFOLIO MANAGER, PARTNER; ownership 25–50% → 10–25%
- ChangedSheppard, Paul, Simon Andrew · ownership 5–10% → 10–25%
- No longer listedHart, Sophia, Myriam · STRATEGIST / PARTNER · 5–10% · control person · listed since Oct 2021
- ChangedHogner, Eirik · title DEPUTY PORTFOLIO MANAGER / CHIEF FINANCIAL OFFICER / PARTNER → PORTFOLIO MANAGER / PARTNER
- ChangedSingh, Benjamin, Dhian · ownership 5–10% → 10–25%
- ListedHart, Sophia, Myriam · STRATEGIST / PARTNER · 5–10% · control person
- ListedHogner, Eirik · DEPUTY PORTFOLIO MANAGER / CHIEF FINANCIAL OFFICER / PARTNER · 10–25% · control person
- ListedLEKANDER, PER, AXEL · CHIEF EXECUTIVE OFFICER / PORTFOLIO MANAGER / PARTNER · 25–50% · control person
- ListedSheppard, Paul, Simon Andrew · HEAD OF TRADING / PARTNER · 5–10% · control person
- ListedSingh, Benjamin, Dhian · CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER / PARTNER · 5–10% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- OTIS WORLDWIDE CORP$110.4M +202.3%
- STANLEY BLACK & DECKER INC$62.8M +33.9%
- OWENS CORNING NEW$49.9M +80.2%
- RALLIANT CORP$24.9M +52.7%
- FIRST SOLAR INC$20.2M +7.2%
Top Trims
- EQT CORP-$39.0M -82.2%
- NVENT ELEC PLC-$26.3M -18.5%
- EATON CORP PLC-$13.8M -43.6%
- TIMKEN CO-$10.8M -32.3%
- FORTIVE CORP-$8.8M -21.9%
Clean Energy Transition LLP Holdings (2026-06-30)
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 | FIRST SOLAR INC | FSLR | 336433107 | $301.6M | 21.00% | 1,278,237 | SH |
| 2 | STANLEY BLACK & DECKER INC | SWK | 854502101 | $247.6M | 17.24% | 2,630,774 | SH |
| 3 | EMERSON ELEC CO | EMR | 291011104 | $178.6M | 12.44% | 1,247,352 | SH |
| 4 | OTIS WORLDWIDE CORP | OTIS | 68902V107 | $165.0M | 11.49% | 2,305,007 | SH |
| 5 | NVENT ELEC PLC | NVT | G6700G107 | $115.9M | 8.07% | 683,347 | SH |
| 6 | OWENS CORNING NEW | OC | 690742101 | $112.1M | 7.81% | 705,286 | SH |
| 7 | RALLIANT CORP | RAL | 750940108 | $72.2M | 5.03% | 980,665 | SH |
| 8 | CONSOLIDATED EDISON INC | ED | 209115104 | $68.5M | 4.77% | 619,179 | SH |
| 9 | PENTAIR PLC | PNR | G7S00T104 | $59.7M | 4.15% | 778,135 | SH |
| 10 | XCEL ENERGY INC | XEL | 98389B100 | $34.6M | 2.41% | 430,722 | SH |
| 11 | FORTIVE CORP | FTV | 34959J108 | $31.3M | 2.18% | 512,269 | SH |
| 12 | TIMKEN CO | TKR | 887389104 | $22.6M | 1.57% | 155,419 | SH |
| 13 | EATON CORP PLC | ETN | G29183103 | $17.9M | 1.24% | 41,909 | SH |
| 14 | EQT CORP | EQT | 26884L109 | $8.4M | 0.59% | 158,258 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $1.44B | 14 | 0000902664-26-003513 |
| 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 |
SECOND FLOOR
LONDON, X0 SW1Y 4JH