Clean Energy Transition LLP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Clean Energy Transition LLP disclosed 14 US equity positions worth $1.2bn in its Q1 2026 13F filing. The largest position was FSLR at 23.1% of the reported book, followed by SWK and EMR.
What did Clean Energy Transition LLP own in Q1 2026? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | FSLR FIRST SOLAR INC | Technology | 23.1% | $281.4m | 1,426,587 | – | |
| 2 | SWK STANLEY BLACK & DECKER INC | Industrials | 15.2% | $184.9m | 2,601,390 | – | |
| 3 | EMR EMERSON ELEC CO | Industrials | 13.1% | $160.2m | 1,222,925 | – | |
| 4 | NVT NVENT ELECTRIC PLC | Industrials | 11.7% | $142.2m | 1,201,911 | – | |
| 5 | OC OWENS CORNING NEW | Industrials | 5.1% | $62.2m | 574,854 | – | |
| 6 | FANG DIAMONDBACK ENERGY INC | Energy | 4.6% | $56.6m | 286,311 | – | |
| 7 | OTIS OTIS WORLDWIDE CORP | Industrials | 4.5% | $54.6m | 708,348 | – | |
| 8 | PNR PENTAIR PLC | Industrials | 4.0% | $49.3m | 565,871 | – | |
| 9 | EQT EQT CORP | Energy | 3.9% | $47.4m | 744,509 | – | |
| 10 | RAL RALLIANT CORP | Technology | 3.9% | $47.3m | 1,136,965 | – | |
| 11 | FTV FORTIVE CORP | Technology | 3.3% | $40.1m | 724,981 | – | |
| 12 | TKR TIMKEN CO | Industrials | 2.7% | $33.4m | 331,740 | – | |
| 13 | ETN EATON CORP PLC | Industrials | 2.6% | $31.7m | 88,514 | – | |
| 14 | WCC WESCO INTL INC | Industrials | 2.3% | $28.2m | 103,173 | – |
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.