13F HOLDINGS REPORT
Clean Energy Transition LLP
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0000902664-26-000991
Total Value
$1.20B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FIRST SOLAR INC | FSLR | 1,148,982 | $300.1M | 25.04% |
| 2 | STANLEY BLACK & DECKER INC | SWK | 2,936,073 | $218.1M | 18.20% |
| 3 | EMERSON ELEC CO | EMR | 1,351,224 | $179.3M | 14.96% |
| 4 | NVENT ELECTRIC PLC | NVT | 1,506,140 | $153.6M | 12.81% |
| 5 | OWENS CORNING NEW | OC | 563,542 | $63.1M | 5.26% |
| 6 | FORTIVE CORP | FTV | 1,054,309 | $58.2M | 4.86% |
| 7 | OTIS WORLDWIDE CORP | OTIS | 595,603 | $52.0M | 4.34% |
| 8 | WESCO INTL INC | 95082P105 | 211,420 | $51.7M | 4.32% |
| 9 | CANADIAN NATL RY CO | 136375102 | 478,184 | $47.3M | 3.94% |
| 10 | RALLIANT CORP | RAL | 901,957 | $45.9M | 3.83% |
| 11 | PENTAIR PLC | PNR | 247,161 | $25.7M | 2.15% |
| 12 | AAON INC | AAON | 44,134 | $3.4M | 0.28% |