Investor
Clean Energy Transition LLP
CIK 0001911523 · filed 2026-05-15 · SEC filing
13F book
$1.54B
Positions
14
4 new · 2 sold
Largest name
18.3%
First Solar, Inc. · FSLR
Est. mark
−$82.1M
Price effect on 10 names still held. Flow $103M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| First Solar, Inc. | FSLR | 1.43M | $281.4M | 18.3% | −$73.5M | Added−$18.7M |
| Stanley Black & Decker, Inc. | SWK | 2.6M | $184.9M | 12.0% | −$8.38M | Cut−$33.2M |
| Emerson Elec Co | — | 1.22M | $160.2M | 10.4% | −$2.08M | Cut−$19.1M |
| Nvent Electric Plc | NVT | 1.2M | $142.2M | 9.2% | $19.6M | Cut−$11.4M |
| Owens Corning New | — | 574.9K | $62.2M | 4.0% | −$2.08M | Added−$855.3K |
| Diamondback Energy, Inc. | FANG | 286.3K | $56.6M | 3.7% | — | New |
| Otis Worldwide Corp | OTIS | 708.3K | $54.6M | 3.6% | −$6.12M | Added$2.57M |
| PENTAIR plc | PNR | 565.9K | $49.3M | 3.2% | −$4.21M | Added$23.6M |
| Eqt Corp | EQT | 744.5K | $47.4M | 3.1% | — | New |
| Ralliant Corp | RAL | 1.14M | $47.3M | 3.1% | −$8.41M | Added$1.37M |
| Fortive Corp | FTV | 725K | $40.1M | 2.6% | $50.7K | Cut−$18.1M |
| Timken Co | TKR | 331.7K | $33.4M | 2.2% | — | New |
| Eaton Corp Plc | ETN | 88.5K | $31.7M | 2.1% | — | New |
| Wesco Intl Inc | — | 103.2K | $28.2M | 1.8% | $2.99M | Cut−$23.5M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.