Q4 2025 · 13F-HR
Clean Energy Transition LLPholdings as filed
Filed 2026-02-13 · accession 0000902664-26-000991
$1.20B
Reported value
12
Positions
2025-12-31
Period end
The Brief · Clean Energy Transition LLP · Q4 2025
AI · grounded in 13F
Clean Energy Transition LLP closed its position in XOM, reducing exposure by $225.5M. The fund also exited positions in ED for $76.8M and EATON CORP PLC for $19.5M. On the buy side, the fund established a new position in CNI worth $47.3M and increased its holdings in EMR by 111.3%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 336433107 | FSLR | FIRST SOLAR INC | $300.1M | 25.0% | 1,148,982 | Common | SOLE |
| 854502101 | SWK | STANLEY BLACK & DECKER INC | $218.1M | 18.2% | 2,936,073 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $179.3M | 15.0% | 1,351,224 | Common | SOLE |
| G6700G107 | NVT | NVENT ELECTRIC PLC | $153.6M | 12.8% | 1,506,140 | Common | SOLE |
| 690742101 | OC | OWENS CORNING NEW | $63.1M | 5.26% | 563,542 | Common | SOLE |
| 34959J108 | FTV | FORTIVE CORP | $58.2M | 4.86% | 1,054,309 | Common | SOLE |
| 68902V107 | OTIS | OTIS WORLDWIDE CORP | $52.0M | 4.34% | 595,603 | Common | SOLE |
| 95082P105 | WCC | WESCO INTL INC | $51.7M | 4.32% | 211,420 | Common | SOLE |
| 136375102 | CNI | CANADIAN NATL RY CO | $47.3M | 3.94% | 478,184 | Common | SOLE |
| 750940108 | RAL | RALLIANT CORP | $45.9M | 3.83% | 901,957 | Common | SOLE |
| G7S00T104 | PNR | PENTAIR PLC | $25.7M | 2.15% | 247,161 | Common | SOLE |
| 000360206 | AAON | AAON INC | $3.4M | 0.28% | 44,134 | 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.