Q1 2026 · 13F-HR
Clean Energy Transition LLPholdings as filed
Filed 2026-05-15 · accession 0000902664-26-002525
$1.54B
Reported value
15
Positions
2026-03-31
Period end
The Brief · Clean Energy Transition LLP · Q1 2026
AI · grounded in 13F
Clean Energy Transition LLP initiated a new position in TSM valued at $317.7M. The fund also added new stakes in FANG for $56.6M and EQT for $47.4M. To fund these moves, the manager closed its entire position in CNI, reducing exposure by $47.3M. Other activity included trimming shares of WCC by 51.2% and FTV by 31.2%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $317.7M | 20.7% | 940,000 | PUT | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $281.4M | 18.3% | 1,426,587 | Common | SOLE |
| 854502101 | SWK | STANLEY BLACK & DECKER INC | $184.9M | 12.0% | 2,601,390 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $160.2M | 10.4% | 1,222,925 | Common | SOLE |
| G6700G107 | NVT | NVENT ELECTRIC PLC | $142.2M | 9.25% | 1,201,911 | Common | SOLE |
| 690742101 | OC | OWENS CORNING NEW | $62.2M | 4.05% | 574,854 | Common | SOLE |
| 25278X109 | FANG | DIAMONDBACK ENERGY INC | $56.6M | 3.68% | 286,311 | Common | SOLE |
| 68902V107 | OTIS | OTIS WORLDWIDE CORP | $54.6M | 3.55% | 708,348 | Common | SOLE |
| G7S00T104 | PNR | PENTAIR PLC | $49.3M | 3.21% | 565,871 | Common | SOLE |
| 26884L109 | EQT | EQT CORP | $47.4M | 3.08% | 744,509 | Common | SOLE |
| 750940108 | RAL | RALLIANT CORP | $47.3M | 3.08% | 1,136,965 | Common | SOLE |
| 34959J108 | FTV | FORTIVE CORP | $40.1M | 2.61% | 724,981 | Common | SOLE |
| 887389104 | TKR | TIMKEN CO | $33.4M | 2.17% | 331,740 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $31.7M | 2.06% | 88,514 | Common | SOLE |
| 95082P105 | WCC | WESCO INTL INC | $28.2M | 1.84% | 103,173 | 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.