13F HOLDINGS REPORT
Clean Energy Transition LLP
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0000902664-25-004854
Total Value
$1.36B
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FIRST SOLAR INC | FSLR | 1,117,228 | $246.4M | 18.10% |
| 2 | EXXON MOBIL CORP | XOM | 2,000,000 | $225.5M | 16.56% |
| 3 | STANLEY BLACK & DECKER INC | SWK | 2,799,218 | $208.1M | 15.28% |
| 4 | NVENT ELECTRIC PLC | NVT | 1,350,357 | $133.2M | 9.78% |
| 5 | EMERSON ELEC CO | EMR | 639,560 | $83.9M | 6.16% |
| 6 | CONSOLIDATED EDISON INC | ED | 764,387 | $76.8M | 5.64% |
| 7 | OWENS CORNING NEW | OC | 531,618 | $75.2M | 5.52% |
| 8 | OTIS WORLDWIDE CORP | OTIS | 669,669 | $61.2M | 4.50% |
| 9 | FORTIVE CORP | FTV | 1,174,960 | $57.6M | 4.23% |
| 10 | WESCO INTL INC | 95082P105 | 228,666 | $48.4M | 3.55% |
| 11 | AAON INC | AAON | 513,442 | $48.0M | 3.52% |
| 12 | RALLIANT CORP | RAL | 900,903 | $39.4M | 2.89% |
| 13 | PENTAIR PLC | PNR | 313,005 | $34.7M | 2.55% |
| 14 | EATON CORP PLC | ETN | 52,143 | $19.5M | 1.43% |
| 15 | JAMES HARDIE INDS PLC | G4253H101 | 191,261 | $3.7M | 0.27% |