Q3 2025 · 13F-HR
Clean Energy Transition LLPholdings as filed
Filed 2025-11-12 · accession 0000902664-25-004854
$1.36B
Reported value
15
Positions
2025-09-30
Period end
The Brief · Clean Energy Transition LLP · Q3 2025
AI · grounded in 13F
Clean Energy Transition LLP closed its position in TSLA, reducing exposure by $227.1M. The fund offset this by establishing a new position in XOM valued at $225.5M. Other notable additions include new stakes in OC for $75.2M and AAON for $47.9M, alongside a 103.5% increase in shares of OTIS.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 336433107 | FSLR | FIRST SOLAR INC | $246.4M | 18.1% | 1,117,228 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $225.5M | 16.6% | 2,000,000 | PUT | SOLE |
| 854502101 | SWK | STANLEY BLACK & DECKER INC | $208.1M | 15.3% | 2,799,218 | Common | SOLE |
| G6700G107 | NVT | NVENT ELECTRIC PLC | $133.2M | 9.78% | 1,350,357 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $83.9M | 6.16% | 639,560 | Common | SOLE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $76.8M | 5.64% | 764,387 | Common | SOLE |
| 690742101 | OC | OWENS CORNING NEW | $75.2M | 5.52% | 531,618 | Common | SOLE |
| 68902V107 | OTIS | OTIS WORLDWIDE CORP | $61.2M | 4.50% | 669,669 | Common | SOLE |
| 34959J108 | FTV | FORTIVE CORP | $57.6M | 4.23% | 1,174,960 | Common | SOLE |
| 95082P105 | WCC | WESCO INTL INC | $48.4M | 3.55% | 228,666 | Common | SOLE |
| 000360206 | AAON | AAON INC | $48.0M | 3.52% | 513,442 | Common | SOLE |
| 750940108 | RAL | RALLIANT CORP | $39.4M | 2.89% | 900,903 | Common | SOLE |
| G7S00T104 | PNR | PENTAIR PLC | $34.7M | 2.55% | 313,005 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $19.5M | 1.43% | 52,143 | Common | SOLE |
| G4253H101 | JHX | JAMES HARDIE INDS PLC | $3.7M | 0.27% | 191,261 | 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.