Clean Energy Transition Llp Portfolio Stock Holdings
Clean Energy Transition Llp disclosed 14 stock positions valued at approximately $1.2 billion in its latest SEC 13F filing. The largest holdings include FIRST SOLAR INC, STANLEY BLACK & DECKER INC, and EMERSON ELEC CO. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 14
- Portfolio Value
- $1.2B
Holdings by Sector
Clean Energy Transition Llp Portfolio Holdings in Q1 2026
14 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FIRST SOLAR INC | FSLR | Technology | 23.08% | 1,426,587 | +277,605 | +24.16% | $281,408,552 |
| STANLEY BLACK & DECKER INC | SWK | Industrials | 15.16% | 2,601,390 | -334,683 | -11.40% | $184,854,773 |
| EMERSON ELEC CO | EMR | Industrials | 13.14% | 1,222,925 | -128,299 | -9.50% | $160,227,634 |
| NVENT ELECTRIC PLC | NVT | Other | 11.66% | 1,201,911 | -304,229 | -20.20% | $142,162,033 |
| OWENS CORNING NEW | OC | Industrials | 5.10% | 574,854 | +11,312 | +2.01% | $62,210,700 |
| DIAMONDBACK ENERGY INC | FANG | Energy | 4.64% | 286,311 | +286,311 | +100.00% | $56,629,453 |
| OTIS WORLDWIDE CORP | OTIS | Industrials | 4.48% | 708,348 | +112,745 | +18.93% | $54,599,464 |
| PENTAIR PLC | G7S00T104 | Other | 4.04% | 565,871 | +318,710 | +128.95% | $49,293,023 |
| EQT CORP | EQT | Energy | 3.89% | 744,509 | +744,509 | +100.00% | $47,380,553 |
| RALLIANT CORP | RAL | Other | 3.88% | 1,136,965 | +235,008 | +26.06% | $47,286,374 |
| FORTIVE CORP | FTV | Technology | 3.29% | 724,981 | -329,328 | -31.24% | $40,076,950 |
| TIMKEN CO | TKR | Industrials | 2.74% | 331,740 | +331,740 | +100.00% | $33,363,092 |
| EATON CORP PLC | ETN | Other | 2.60% | 88,514 | +88,514 | +100.00% | $31,658,802 |
| WESCO INTL INC | WCC | Industrials | 2.32% | 103,173 | -108,247 | -51.20% | $28,230,196 |
Clean Energy Transition Llp Options Holdings in Q1 2026
1 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | TSM | Taiwan Semiconductor Manufactur | PUT | 940,000 | $317,673,000 |
Notional value represents the total exposure of the options position.