The Analysis of Clean Energy Transition LLP's Holdings & P&L


Currently, Clean Energy Transition LLP holds 14 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in FANG (+286.3K shares, valued at $56.6M), FSLR (+277.6K shares, valued at $54.8M), N/A (+744.5K shares, valued at $47.4M); decreased their positions in NVT (-304.2K shares, valued at $36.0M), WCC (-108.2K shares, valued at $29.6M), N/A (-334.7K shares, valued at $23.8M); initiated new positions in FANG (+286.3K shares, valued at $56.6M), N/A (+744.5K shares, valued at $47.4M), TKR (+331.7K shares, valued at $33.4M).


1M P&L
+92.4M+9.58%
3M P&L
+64.9M+6.54%
HY P&L
+133.8M+14.50%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Solar300.1M
30.6%
2Specialty Industrial Machinery257.1M
26.2%
3Electrical Equipment & Parts153.6M
15.7%

Top Industries by Stock Count

1Specialty Industrial Machinery3 stocks
27.3%
2Building Products & Equipment2 stocks
18.2%
3Railroads1 stocks
9.1%
Stock Holdings
FSLR
FIRST SOLAR INC
24.16%
Shares1.4M
Event2026-03-31
Filed2026-05-15
STANLEY BLACK & DECKER INC
STANLEY BLACK & DECKER INC
-11.40%
Shares2.6M
Event2026-03-31
Filed2026-05-15
EMR
EMERSON ELEC CO
-9.50%
Shares1.2M
Event2026-03-31
Filed2026-05-15
NVT
NVENT ELECTRIC PLC
-20.20%
Shares1.2M
Event2026-03-31
Filed2026-05-15
OC
OWENS CORNING NEW
2.01%
Shares574.9K
Event2026-03-31
Filed2026-05-15
FANG
DIAMONDBACK ENERGY INC
New
Shares286.3K
Event2026-03-31
Filed2026-05-15
OTIS
OTIS WORLDWIDE CORP
18.93%
Shares708.3K
Event2026-03-31
Filed2026-05-15
PNR
PENTAIR PLC
128.95%
Shares565.9K
Event2026-03-31
Filed2026-05-15
EQT CORP
EQT CORP
New
Shares744.5K
Event2026-03-31
Filed2026-05-15
RAL
RALLIANT CORP
26.06%
Shares1.1M
Event2026-03-31
Filed2026-05-15
FTV
FORTIVE CORP
-31.24%
Shares725.0K
Event2026-03-31
Filed2026-05-15
TKR
TIMKEN CO
New
Shares331.7K
Event2026-03-31
Filed2026-05-15
EATON CORP PLC
EATON CORP PLC
New
Shares88.5K
Event2026-03-31
Filed2026-05-15
WCC
WESCO INTL INC
-51.20%
Shares103.2K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
TSM Put
TAIWAN SEMICONDUCTOR MANUFAC
New
Shares940.0K
Event2026-03-31
Filed2026-05-15