Filed: 11/13/2023ACC: 0000902664-23-005475
📋 What this filing means
CLEAN ENERGY TRANSITION LLP filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $687.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$687.30M
Total AUM (reported)
8.61M
Total Shares
Allocation by class
COM$408.39M59.4%
SHS$240.89M35.0%
CLASS A COM$38.02M5.5%
Portfolio Concentration
Top 3$515.89M75.1%
4–10$171.40M24.9%
Top 3 weight
75.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 8.61M
Sole
Full voting authority
8.61M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
FIRST SOLAR INC
SOLEShares1.19M
TypeSH
Market value$191.75M
27.90%
Sole
1.19M
Shared
0.00
None
0.00
STANLEY BLACK & DECKER INC
SOLEShares2.29M
TypeSH
Market value$191.59M
27.88%
Sole
2.29M
Shared
0.00
None
0.00
NVENT ELECTRIC PLC
SOLEShares2.50M
TypeSH
Market value$132.55M
19.29%
Sole
2.50M
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares507.99K
TypeSH
Market value$108.34M
15.76%
Sole
507.99K
Shared
0.00
None
0.00
NEXTRACKER INC
SOLEShares946.61K
TypeSH
Market value$38.02M
5.53%
Sole
946.61K
Shared
0.00
None
0.00
BLUE BIRD CORP
SOLEShares1.17M
TypeSH
Market value$25.05M
3.64%
Sole
1.17M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIRST SOLAR INCSOLE | COM | 1.19M | SH | $191.75M 27.90% | 1.19M | 0.00 | 0.00 |
STANLEY BLACK & DECKER INCSOLE | COM | 2.29M | SH | $191.59M 27.88% | 2.29M | 0.00 | 0.00 |
NVENT ELECTRIC PLCSOLE | SHS | 2.50M | SH | $132.55M 19.29% | 2.50M | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 507.99K | SH | $108.34M 15.76% | 507.99K | 0.00 | 0.00 |
NEXTRACKER INCSOLE | CLASS A COM | 946.61K | SH | $38.02M 5.53% | 946.61K | 0.00 | 0.00 |
BLUE BIRD CORPSOLE | COM | 1.17M | SH | $25.05M 3.64% | 1.17M | 0.00 | 0.00 |