Q4 2024 · 13F-HR
Clean Energy Transition LLPholdings as filed
Filed 2025-02-13 · accession 0000902664-25-000920
$2.67B
Reported value
16
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 88160R951 | — | Tesla Inc | $1.70B | 63.5% | 4,198,100 | PUT | SOLE |
| 291011104 | EMR | Emerson Elec Co | $205.5M | 7.69% | 1,658,298 | Common | SOLE |
| 336433107 | FSLR | First Solar Inc | $164.8M | 6.17% | 935,147 | Common | SOLE |
| G6700G107 | NVT | Nvent Electric Plc | $144.2M | 5.40% | 2,115,665 | Common | SOLE |
| 36828A101 | GEV | GE Vernova Inc | $131.1M | 4.91% | 398,549 | Common | SOLE |
| 854502101 | SWK | Stanley Black & Decker Inc | $59.5M | 2.23% | 741,404 | Common | SOLE |
| 34959J108 | FTV | Fortive Corp | $58.8M | 2.20% | 784,384 | Common | SOLE |
| G29183103 | ETN | Eaton Corp Plc | $37.4M | 1.40% | 112,661 | Common | SOLE |
| 969457100 | WMB | Williams Cos Inc | $34.1M | 1.28% | 630,110 | Common | SOLE |
| 368736104 | GNRC | Generac Hldgs Inc | $31.4M | 1.18% | 202,729 | Common | SOLE |
| 95082P105 | WCC | Wesco Intl Inc | $31.0M | 1.16% | 171,329 | Common | SOLE |
| 26884L109 | EQT | EQT Corp | $24.7M | 0.92% | 535,630 | Common | SOLE |
| 19247G107 | COHR | Coherent Corp | $24.0M | 0.90% | 252,837 | Common | SOLE |
| 29109X106 | AZPN1USD | Aspen Technology Inc | $18.0M | 0.68% | 72,298 | Common | SOLE |
| 852066208 | SII | Sprott Inc | $8.2M | 0.31% | 194,372 | Common | SOLE |
| 723484101 | PNW | Pinnacle West Cap Corp | $3.5M | 0.13% | 41,605 | 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.