Institutional
Clean Energy Transition LLP
CIK 0001911523
$1.54B
Reported AUM
15
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $391.25 | 4.43% | 61.05% | 241.53% | $317.7M | 20.67% | — | HELD |
| 2 | FSLR | FIRST SOLAR INC | $204.01 | 2.39% | 8.30% | 111.96% | $281.4M | 18.31% | — | HELD |
| 3 | SWK | STANLEY BLACK & DECKER INC | $92.54 | -0.54% | 45.25% | -42.39% | $184.9M | 12.03% | — | HELD |
| 4 | EMR | EMERSON ELEC CO | $149.38 | 2.50% | 4.46% | 51.98% | $160.2M | 10.42% | — | HELD |
| 5 | NVT | NVENT ELECTRIC PLC | $146.17 | 9.40% | 49.65% | 316.17% | $142.2M | 9.25% | — | HELD |
| 6 | OC | OWENS CORNING NEW | $139.85 | 2.56% | 2.40% | 56.44% | $62.2M | 4.05% | — | HELD |
| 7 | FANG | DIAMONDBACK ENERGY INC | $196.98 | -1.08% | 39.78% | 217.26% | $56.6M | 3.68% | — | HELD |
| 8 | OTIS | OTIS WORLDWIDE CORP | $72.72 | -0.87% | -11.87% | -14.08% | $54.6M | 3.55% | — | HELD |
| 9 | PNR | PENTAIR PLC | $65.49 | -1.65% | -33.43% | -8.37% | $49.3M | 3.21% | — | HELD |
| 10 | EQT | EQT CORP | $52.25 | -0.61% | 1.62% | 207.04% | $47.4M | 3.08% | — | HELD |
| 11 | RAL | RALLIANT CORP | $66.86 | -0.16% | 51.52% | 47.08% | $47.3M | 3.08% | — | HELD |
| 12 | FTV | FORTIVE CORP | $59.00 | -0.91% | 28.47% | 9.25% | $40.1M | 2.61% | — | HELD |
| 13 | TKR | TIMKEN CO | $135.27 | 2.31% | 82.69% | 94.88% | $33.4M | 2.17% | — | HELD |
| 14 | ETN | EATON CORP PLC | $382.25 | 5.63% | -3.99% | 131.71% | $31.7M | 2.06% | — | HELD |
| 15 | WCC | WESCO INTL INC | $347.11 | 12.20% | 53.11% | 172.86% | $28.2M | 1.84% | — | HELD |
Source: SEC EDGAR · accession 0000902664-26-002525. 13F discloses long positions only — shorts, foreign equities, and options are excluded.