Filed: 5/15/2026ACC: 0000902664-26-002525
📋 What this filing means
CLEAN ENERGY TRANSITION LLP filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $1.54B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$1.54B
Total AUM (reported)
12.66M
Total Shares
Allocation by class
COM$996.27M64.8%
SPONSORED ADS$317.67M20.7%
SHS$223.11M14.5%
Portfolio Concentration
Top 3$783.94M51.0%
4–10$572.50M37.2%
11–25$180.62M11.8%
Top 3 weight
51.0%
Top 10 weight
88.2%
Voting Authority Distribution
Total shares with voting rights: 12.66M
Sole
Full voting authority
12.66M
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)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares940K
TypeSH
Market value$317.67M
20.67%
Sole
940K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares1.43M
TypeSH
Market value$281.41M
18.31%
Sole
1.43M
Shared
0.00
None
0.00
STANLEY BLACK & DECKER INC
SOLEShares2.60M
TypeSH
Market value$184.85M
12.03%
Sole
2.60M
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares1.22M
TypeSH
Market value$160.23M
10.42%
Sole
1.22M
Shared
0.00
None
0.00
NVENT ELECTRIC PLC
SOLEShares1.20M
TypeSH
Market value$142.16M
9.25%
Sole
1.20M
Shared
0.00
None
0.00
OWENS CORNING NEW
SOLEShares574.85K
TypeSH
Market value$62.21M
4.05%
Sole
574.85K
Shared
0.00
None
0.00
DIAMONDBACK ENERGY INC
SOLEShares286.31K
TypeSH
Market value$56.63M
3.68%
Sole
286.31K
Shared
0.00
None
0.00
OTIS WORLDWIDE CORP
SOLEShares708.35K
TypeSH
Market value$54.60M
3.55%
Sole
708.35K
Shared
0.00
None
0.00
PENTAIR PLC
SOLEShares565.87K
TypeSH
Market value$49.29M
3.21%
Sole
565.87K
Shared
0.00
None
0.00
EQT CORP
SOLEShares744.51K
TypeSH
Market value$47.38M
3.08%
Sole
744.51K
Shared
0.00
None
0.00
RALLIANT CORP
SOLEShares1.14M
TypeSH
Market value$47.29M
3.08%
Sole
1.14M
Shared
0.00
None
0.00
FORTIVE CORP
SOLEShares724.98K
TypeSH
Market value$40.08M
2.61%
Sole
724.98K
Shared
0.00
None
0.00
TIMKEN CO
SOLEShares331.74K
TypeSH
Market value$33.36M
2.17%
Sole
331.74K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares88.51K
TypeSH
Market value$31.66M
2.06%
Sole
88.51K
Shared
0.00
None
0.00
WESCO INTL INC
SOLEShares103.17K
TypeSH
Market value$28.23M
1.84%
Sole
103.17K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 940K | SH | $317.67M 20.67% | 940K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 1.43M | SH | $281.41M 18.31% | 1.43M | 0.00 | 0.00 |
STANLEY BLACK & DECKER INCSOLE | COM | 2.60M | SH | $184.85M 12.03% | 2.60M | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 1.22M | SH | $160.23M 10.42% | 1.22M | 0.00 | 0.00 |
NVENT ELECTRIC PLCSOLE | SHS | 1.20M | SH | $142.16M 9.25% | 1.20M | 0.00 | 0.00 |
OWENS CORNING NEWSOLE | COM | 574.85K | SH | $62.21M 4.05% | 574.85K | 0.00 | 0.00 |
DIAMONDBACK ENERGY INCSOLE | COM | 286.31K | SH | $56.63M 3.68% | 286.31K | 0.00 | 0.00 |
OTIS WORLDWIDE CORPSOLE | COM | 708.35K | SH | $54.60M 3.55% | 708.35K | 0.00 | 0.00 |
PENTAIR PLCSOLE | SHS | 565.87K | SH | $49.29M 3.21% | 565.87K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 744.51K | SH | $47.38M 3.08% | 744.51K | 0.00 | 0.00 |
RALLIANT CORPSOLE | COM | 1.14M | SH | $47.29M 3.08% | 1.14M | 0.00 | 0.00 |
FORTIVE CORPSOLE | COM | 724.98K | SH | $40.08M 2.61% | 724.98K | 0.00 | 0.00 |
TIMKEN COSOLE | COM | 331.74K | SH | $33.36M 2.17% | 331.74K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 88.51K | SH | $31.66M 2.06% | 88.51K | 0.00 | 0.00 |
WESCO INTL INCSOLE | COM | 103.17K | SH | $28.23M 1.84% | 103.17K | 0.00 | 0.00 |