13F HOLDINGS REPORT
Clean Energy Transition LLP
Quarter ended Q1 2025 · Filed May 12, 2025 · Accession 0000902664-25-002263
Total Value
$808.2M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVENT ELECTRIC PLC | NVT | 2,260,068 | $118.5M | 14.66% |
| 2 | STANLEY BLACK & DECKER INC | SWK | 1,373,433 | $105.6M | 13.07% |
| 3 | FIRST SOLAR INC | FSLR | 738,300 | $93.3M | 11.55% |
| 4 | FIRST SOLAR INC | FSLR | 737,436 | $93.2M | 11.54% |
| 5 | EMERSON ELEC CO | EMR | 670,322 | $73.5M | 9.09% |
| 6 | WILLIAMS COS INC | 969457100 | 1,017,483 | $60.8M | 7.52% |
| 7 | WEYERHAEUSER CO MTN BE | WY | 1,893,056 | $55.4M | 6.86% |
| 8 | FORTIVE CORP | FTV | 658,120 | $48.2M | 5.96% |
| 9 | EATON CORP PLC | ETN | 155,169 | $42.2M | 5.22% |
| 10 | EQT CORP | EQT | 778,918 | $41.6M | 5.15% |
| 11 | WESCO INTL INC | 95082P105 | 207,980 | $32.3M | 4.00% |
| 12 | GE VERNOVA INC | GEV | 87,074 | $26.6M | 3.29% |
| 13 | DT MIDSTREAM INC | DTM | 175,852 | $17.0M | 2.10% |