Clean Energy Transition LLP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1911523) · Explore on the interactive board
Clean Energy Transition LLP disclosed 14 US equity positions worth $1.4bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is FSLR at 21.0% of the reported book, followed by SWK, EMR. The top ten holdings are 94.4% of the book, and the portfolio behaves like about 8 equal-weight positions. Versus the prior filing it opened 2 new positions, added to 5, reduced 7 and exited 2. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Clean Energy Transition LLP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 2 new, 5 added, 7 reduced, 2 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | FSLR FIRST SOLAR INC | Technology | 21.0% | $301.6m | 1,278,237 | -10% | reduced |
| 2 | SWK STANLEY BLACK & DECKER INC | Industrials | 17.2% | $247.6m | 2,630,774 | 1% | added |
| 3 | EMR EMERSON ELEC CO | Industrials | 12.4% | $178.6m | 1,247,352 | 2% | added |
| 4 | OTIS OTIS WORLDWIDE CORP | Industrials | 11.5% | $165.0m | 2,305,007 | 225% | added |
| 5 | NVT NVENT ELEC PLC | Industrials | 8.1% | $115.9m | 683,347 | -43% | reduced |
| 6 | OC OWENS CORNING NEW | Industrials | 7.8% | $112.1m | 705,286 | 23% | added |
| 7 | RAL RALLIANT CORP | Technology | 5.0% | $72.2m | 980,665 | -14% | reduced |
| 8 | ED CONSOLIDATED EDISON INC | Utilities | 4.8% | $68.5m | 619,179 | – | new |
| 9 | PNR PENTAIR PLC | Industrials | 4.2% | $59.7m | 778,135 | 38% | added |
| 10 | XEL XCEL ENERGY INC | Utilities | 2.4% | $34.6m | 430,722 | – | new |
| 11 | FTV FORTIVE CORP | Technology | 2.2% | $31.3m | 512,269 | -29% | reduced |
| 12 | TKR TIMKEN CO | Industrials | 1.6% | $22.6m | 155,419 | -53% | reduced |
| 13 | ETN EATON CORP PLC | Industrials | 1.2% | $17.9m | 41,909 | -53% | reduced |
| 14 | EQT EQT CORP | Energy | 0.6% | $8.4m | 158,258 | -79% | reduced |
What did Clean Energy Transition LLP sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| FANG DIAMONDBACK ENERGY INC | 66.7% | $56.6m |
| WCC WESCO INTL INC | 33.3% | $28.2m |
Sector mix
| Sector | Weight |
|---|---|
| Industrials | 64.0% |
| Technology | 28.2% |
| Utilities | 7.2% |
| Energy | 0.6% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Clean Energy Transition LLP's portfolio?
Across every quarter Clean Energy Transition LLP has filed, its median largest position is 22.0% of the book and its median top-ten weight is 91.7%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 2.0 completed holding spells, the median lasted 1.0 quarters; 14.0 positions are still open and their final length is unknown.