Q1 2025 · 13F-HR
Clean Energy Transition LLPholdings as filed
Filed 2025-05-12 · accession 0000902664-25-002263
$808.2M
Reported value
13
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G6700G107 | NVT | NVENT ELECTRIC PLC | $118.5M | 14.7% | 2,260,068 | Common | SOLE |
| 854502101 | SWK | STANLEY BLACK & DECKER INC | $105.6M | 13.1% | 1,373,433 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $93.3M | 11.5% | 738,300 | CALL | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $93.2M | 11.5% | 737,436 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $73.5M | 9.09% | 670,322 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $60.8M | 7.52% | 1,017,483 | Common | SOLE |
| 962166104 | WY | WEYERHAEUSER CO MTN BE | $55.4M | 6.86% | 1,893,056 | Common | SOLE |
| 34959J108 | FTV | FORTIVE CORP | $48.2M | 5.96% | 658,120 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $42.2M | 5.22% | 155,169 | Common | SOLE |
| 26884L109 | EQT | EQT CORP | $41.6M | 5.15% | 778,918 | Common | SOLE |
| 95082P105 | WCC | WESCO INTL INC | $32.3M | 4.00% | 207,980 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $26.6M | 3.29% | 87,074 | Common | SOLE |
| 23345M107 | DTM | DT MIDSTREAM INC | $17.0M | 2.10% | 175,852 | 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.