Filed: 2/13/2026ACC: 0000902664-26-000991
📋 What this filing means
CLEAN ENERGY TRANSITION LLP filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $1.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$1.20B
Total AUM (reported)
11.04M
Total Shares
Allocation by class
COM$1.02B84.8%
SHS$179.32M15.0%
COM PAR $0.004$3.37M0.3%
Portfolio Concentration
Top 3$697.57M58.2%
4–10$471.79M39.4%
11–25$29.10M2.4%
Top 3 weight
58.2%
Top 10 weight
97.6%
Voting Authority Distribution
Total shares with voting rights: 11.04M
Sole
Full voting authority
11.04M
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)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
FIRST SOLAR INC
SOLEShares1.15M
TypeSH
Market value$300.15M
25.04%
Sole
1.15M
Shared
0.00
None
0.00
STANLEY BLACK & DECKER INC
SOLEShares2.94M
TypeSH
Market value$218.09M
18.20%
Sole
2.94M
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares1.35M
TypeSH
Market value$179.33M
14.96%
Sole
1.35M
Shared
0.00
None
0.00
NVENT ELECTRIC PLC
SOLEShares1.51M
TypeSH
Market value$153.58M
12.81%
Sole
1.51M
Shared
0.00
None
0.00
OWENS CORNING NEW
SOLEShares563.54K
TypeSH
Market value$63.07M
5.26%
Sole
563.54K
Shared
0.00
None
0.00
FORTIVE CORP
SOLEShares1.05M
TypeSH
Market value$58.21M
4.86%
Sole
1.05M
Shared
0.00
None
0.00
OTIS WORLDWIDE CORP
SOLEShares595.60K
TypeSH
Market value$52.03M
4.34%
Sole
595.60K
Shared
0.00
None
0.00
WESCO INTL INC
SOLEShares211.42K
TypeSH
Market value$51.72M
4.32%
Sole
211.42K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares478.18K
TypeSH
Market value$47.27M
3.94%
Sole
478.18K
Shared
0.00
None
0.00
RALLIANT CORP
SOLEShares901.96K
TypeSH
Market value$45.92M
3.83%
Sole
901.96K
Shared
0.00
None
0.00
PENTAIR PLC
SOLEShares247.16K
TypeSH
Market value$25.74M
2.15%
Sole
247.16K
Shared
0.00
None
0.00
AAON INC
SOLEShares44.13K
TypeSH
Market value$3.37M
0.28%
Sole
44.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIRST SOLAR INCSOLE | COM | 1.15M | SH | $300.15M 25.04% | 1.15M | 0.00 | 0.00 |
STANLEY BLACK & DECKER INCSOLE | COM | 2.94M | SH | $218.09M 18.20% | 2.94M | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 1.35M | SH | $179.33M 14.96% | 1.35M | 0.00 | 0.00 |
NVENT ELECTRIC PLCSOLE | SHS | 1.51M | SH | $153.58M 12.81% | 1.51M | 0.00 | 0.00 |
OWENS CORNING NEWSOLE | COM | 563.54K | SH | $63.07M 5.26% | 563.54K | 0.00 | 0.00 |
FORTIVE CORPSOLE | COM | 1.05M | SH | $58.21M 4.86% | 1.05M | 0.00 | 0.00 |
OTIS WORLDWIDE CORPSOLE | COM | 595.60K | SH | $52.03M 4.34% | 595.60K | 0.00 | 0.00 |
WESCO INTL INCSOLE | COM | 211.42K | SH | $51.72M 4.32% | 211.42K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 478.18K | SH | $47.27M 3.94% | 478.18K | 0.00 | 0.00 |
RALLIANT CORPSOLE | COM | 901.96K | SH | $45.92M 3.83% | 901.96K | 0.00 | 0.00 |
PENTAIR PLCSOLE | SHS | 247.16K | SH | $25.74M 2.15% | 247.16K | 0.00 | 0.00 |
AAON INCSOLE | COM PAR $0.004 | 44.13K | SH | $3.37M 0.28% | 44.13K | 0.00 | 0.00 |