Q3 2023 · 13F-HR
Clean Energy Transition LLPholdings as filed
Filed 2023-11-13 · accession 0000902664-23-005475
$687.3M
Reported value
6
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 336433107 | FSLR | FIRST SOLAR INC | $191.8M | 27.9% | 1,186,646 | Common | SOLE |
| 854502101 | SWK | STANLEY BLACK & DECKER INC | $191.6M | 27.9% | 2,292,331 | Common | SOLE |
| G6700G107 | NVT | NVENT ELECTRIC PLC | $132.5M | 19.3% | 2,501,376 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $108.3M | 15.8% | 507,990 | Common | SOLE |
| 65290E101 | NXT | NEXTRACKER INC | $38.0M | 5.53% | 946,609 | Common | SOLE |
| 095306106 | BLBD | BLUE BIRD CORP | $25.0M | 3.64% | 1,173,071 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.