Clean Energy Transition LLP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Clean Energy Transition LLP disclosed 12 US equity positions worth $1.2bn in its Q4 2025 13F filing. The largest position was FSLR at 25.0% of the reported book, followed by SWK and EMR. Against the Q3 2025 filing, it opened 1 new position, added to 5 and reduced 5 among the top 12 holdings.
What did Clean Energy Transition LLP own in Q4 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | FSLR FIRST SOLAR INC | Technology | 25.0% | $300.1m | 1,148,982 | 3% | added |
| 2 | SWK STANLEY BLACK & DECKER INC | Industrials | 18.2% | $218.1m | 2,936,073 | 5% | added |
| 3 | EMR EMERSON ELEC CO | Industrials | 15.0% | $179.3m | 1,351,224 | 111% | added |
| 4 | NVT NVENT ELECTRIC PLC | Industrials | 12.8% | $153.6m | 1,506,140 | 12% | added |
| 5 | OC OWENS CORNING NEW | Industrials | 5.3% | $63.1m | 563,542 | 6% | added |
| 6 | FTV FORTIVE CORP | Technology | 4.9% | $58.2m | 1,054,309 | -10% | reduced |
| 7 | OTIS OTIS WORLDWIDE CORP | Industrials | 4.3% | $52.0m | 595,603 | -11% | reduced |
| 8 | WCC WESCO INTL INC | Industrials | 4.3% | $51.7m | 211,420 | -8% | reduced |
| 9 | CNI CANADIAN NATL RY CO | Industrials | 3.9% | $47.3m | 478,184 | – | new |
| 10 | RAL RALLIANT CORP | Technology | 3.8% | $45.9m | 901,957 | 0% | held |
| 11 | PNR PENTAIR PLC | Industrials | 2.1% | $25.7m | 247,161 | -21% | reduced |
| 12 | AAON AAON INC | Industrials | 0.3% | $3.4m | 44,134 | -91% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.