# Clean Energy Transition LLP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1911523. Source: https://holderbook.com/funds/1911523-clean-energy-transition-llp/

- Reported value: $1.4B
- Positions: 14
- Weight of the ten largest: 94.4%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| FIRST SOLAR INC | [FSLR](https://holderbook.com/stocks/FSLR/) | $301.6M | 1,278,237 | 21.0% | 19 |
| STANLEY BLACK & DECKER INC | [SWK](https://holderbook.com/stocks/SWK/) | $247.6M | 2,630,774 | 17.2% | 17 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $178.6M | 1,247,352 | 12.4% | 11 |
| OTIS WORLDWIDE CORP | [OTIS](https://holderbook.com/stocks/OTIS/) | $165.0M | 2,305,007 | 11.5% | 5 |
| NVENT ELEC PLC | [NVT](https://holderbook.com/stocks/NVT/) | $115.9M | 683,347 | 8.1% | 19 |
| OWENS CORNING NEW | [OC](https://holderbook.com/stocks/OC/) | $112.1M | 705,286 | 7.8% | 4 |
| RALLIANT CORP | [RAL](https://holderbook.com/stocks/RAL/) | $72.2M | 980,665 | 5.0% | 5 |
| CONSOLIDATED EDISON INC | [ED](https://holderbook.com/stocks/ED/) | $68.5M | 619,179 | 4.8% | 1 |
| PENTAIR PLC | [PNR](https://holderbook.com/stocks/PNR/) | $59.7M | 778,135 | 4.2% | 5 |
| XCEL ENERGY INC | [XEL](https://holderbook.com/stocks/XEL/) | $34.6M | 430,722 | 2.4% | 1 |
| FORTIVE CORP | [FTV](https://holderbook.com/stocks/FTV/) | $31.3M | 512,269 | 2.2% | 7 |
| TIMKEN CO | [TKR](https://holderbook.com/stocks/TKR/) | $22.6M | 155,419 | 1.6% | 2 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $17.9M | 41,909 | 1.2% | 2 |
| EQT CORP | [EQT](https://holderbook.com/stocks/EQT/) | $8.4M | 158,258 | 0.6% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +21.8% | +14.8% | +7.0% | 100% |
| Q1 2026 | -6.1% | -4.6% | -1.5% | 100% |
| Q4 2025 | +3.5% | +2.4% | +1.1% | 100% |
| Q3 2025 | +9.3% | +7.8% | +1.5% | 100% |
| Q2 2025 | +14.9% | +10.5% | +4.5% | 88% |
| Q1 2025 | -13.6% | -4.6% | -9.1% | 100% |
| Q4 2024 | -5.8% | +2.1% | -7.9% | 100% |
| Q3 2024 | +23.9% | +5.4% | +18.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.4B | 14 |
| Q1 2026 | $1.5B | 15 |
| Q4 2025 | $1.2B | 12 |
| Q3 2025 | $1.4B | 15 |
| Q2 2025 | $1.2B | 17 |
| Q1 2025 | $808.2M | 12 |
| Q4 2024 | $2.7B | 16 |
| Q3 2024 | $1.9B | 12 |
| Q2 2024 | $1.8B | 12 |
| Q1 2024 | $1.4B | 13 |
| Q4 2023 | $1.0B | 12 |
| Q3 2023 | $687.3M | 6 |