Q2 2025 · 13F-HR
Clean Energy Transition LLPholdings as filed
Filed 2025-08-11 · accession 0000902664-25-003484
$1.25B
Reported value
17
Positions
2025-06-30
Period end
The Brief · Clean Energy Transition LLP · Q2 2025
AI · grounded in 13F
Clean Energy Transition LLP established a new position in TSLA valued at $227.1M. The fund also initiated new stakes in EMR for $165.4M and NVENT ELECTRIC PLC for $143M. Additional new positions include FSLR at $124.8M and SWK at $121M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 88160R101 | TSLA | TESLA INC | $227.1M | 18.2% | 715,000 | PUT | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $165.4M | 13.2% | 1,240,219 | Common | SOLE |
| G6700G107 | NVT | NVENT ELECTRIC PLC | $143.0M | 11.4% | 1,951,906 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $124.8M | 9.99% | 753,954 | Common | SOLE |
| 854502101 | SWK | STANLEY BLACK & DECKER INC | $121.0M | 9.69% | 1,785,462 | Common | SOLE |
| 26884L109 | EQT | EQT CORP | $62.3M | 4.99% | 1,067,988 | Common | SOLE |
| 34959J108 | FTV | FORTIVE CORP | $59.0M | 4.72% | 1,131,015 | Common | SOLE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $56.8M | 4.54% | 565,554 | Common | SOLE |
| 499049104 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $51.8M | 4.15% | 1,171,538 | Common | SOLE |
| 95082P105 | WCC | WESCO INTL INC | $42.1M | 3.37% | 227,334 | Common | SOLE |
| 23345M107 | DTM | DT MIDSTREAM INC | $35.7M | 2.86% | 324,763 | Common | SOLE |
| 68902V107 | OTIS | OTIS WORLDWIDE CORP | $32.6M | 2.61% | 329,007 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $31.8M | 2.55% | 89,176 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $27.7M | 2.22% | 441,282 | Common | SOLE |
| 750940108 | RAL | RALLIANT CORP | $25.7M | 2.06% | 529,484 | Common | SOLE |
| G7S00T104 | PNR | PENTAIR PLC | $25.4M | 2.03% | 246,969 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $16.9M | 1.35% | 31,923 | 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.