13F HOLDINGS REPORT
Clean Energy Transition LLP
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0000902664-23-005475
Total Value
$687.3M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FIRST SOLAR INC | FSLR | 1,186,646 | $191.8M | 27.90% |
| 2 | STANLEY BLACK & DECKER INC | SWK | 2,292,331 | $191.6M | 27.88% |
| 3 | NVENT ELECTRIC PLC | NVT | 2,501,376 | $132.5M | 19.29% |
| 4 | EATON CORP PLC | ETN | 507,990 | $108.3M | 15.76% |
| 5 | NEXTRACKER INC | NXT | 946,609 | $38.0M | 5.53% |
| 6 | BLUE BIRD CORP | BLBD | 1,173,071 | $25.0M | 3.64% |