Clean Energy Transition LLP

Name: Clean Energy Transition LLP 13F holdings, Q1 2026
Creator: Clean Energy Transition LLP
Published: 2026-05-15

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Clean Energy Transition LLP reported 14 stock positions worth $1.2 billion. Its top holding was First Solar (FSLR) at 23.1% of the portfolio, followed by Stanley Black & Decker (SWK, 15.2%) and Emerson Electric (EMR, 13.1%). Compared with Q4 2025, it opened 4 new positions, sold out of 2, added to 5 and reduced 5. The biggest buy was a new position in Diamondback Energy (FANG) and the biggest sale an exit from Canadian Natl Railway (CNI).

Most Recent 13F: Q2 2026
Location: LONDON, X0
CIK: 0001911523
Portfolio Value: $1.2B (Q1 2026)
SEC Filing: 0000902664-26-002525 ↗ filed May 15, 2026

Holdings Value

Holdings 14 stocks · $1.2B


FSLR First Solar Inc.	23.08%	1,426,587	$281.4M	Add +24.2%
SWK Stanley Black & Decker Inc.	15.16%	2,601,390	$184.9M	Reduce -11.4%
EMR Emerson Electric Co.	13.14%	1,222,925	$160.2M	Reduce -9.5%
NVT Nvent Electric PLC	11.66%	1,201,911	$142.2M	Reduce -20.2%
OC Owens Corning	5.10%	574,854	$62.2M	Add +2.0%
FANG Diamondback Energy Inc.	4.64%	286,311	$56.6M	New
OTIS Otis Worldwide Corp.	4.48%	708,348	$54.6M	Add +18.9%
PNR Pentair PLC	4.04%	565,871	$49.3M	Add +128.9%
EQT Eqt Corp.	3.89%	744,509	$47.4M	New
RAL Ralliant Corp.	3.88%	1,136,965	$47.3M	Add +26.1%
FTV Fortive Corp.	3.29%	724,981	$40.1M	Reduce -31.2%
TKR Timken Co.	2.74%	331,740	$33.4M	New
ETN Eaton Corp. PLC	2.60%	88,514	$31.7M	New
WCC Wesco International Inc.	2.32%	103,173	$28.2M	Reduce -51.2%

Options reported separately and not counted above: TSM puts ($317.7M).

Portfolio Sells Q4 2025 → Q1 2026


CNI Canadian Natl Railway Co.	Sold out	0.00%	−3.94
SWK Stanley Black & Decker Inc.	Reduce -11.4%	15.16%	−3.04
WCC Wesco International Inc.	Reduce -51.2%	2.32%	−2.00
EMR Emerson Electric Co.	Reduce -9.5%	13.14%	−1.82
FTV Fortive Corp.	Reduce -31.2%	3.29%	−1.57
NVT Nvent Electric PLC	Reduce -20.2%	11.66%	−1.16
AAON Aaon Inc.	Sold out	0.00%	−0.28

Portfolio Buys Q4 2025 → Q1 2026


FANG Diamondback Energy Inc.	New	4.64%	+4.64
EQT Eqt Corp.	New	3.89%	+3.89
TKR Timken Co.	New	2.74%	+2.74
ETN Eaton Corp. PLC	New	2.60%	+2.60
PNR Pentair PLC	Add +128.9%	4.04%	+1.89
OTIS Otis Worldwide Corp.	Add +18.9%	4.48%	+0.14
RAL Ralliant Corp.	Add +26.1%	3.88%	+0.05
OC Owens Corning	Add +2.0%	5.10%	−0.16
FSLR First Solar Inc.	Add +24.2%	23.08%	−1.97

Options Activity Q4 2025 → Q1 2026


TSM Taiwan Semiconductor-SP ADR	put	New	940,000	$317.7M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	14	$1.4B	FSLR, SWK, EMR, OTIS, NVT
Q1 2026	14	$1.2B	FSLR, SWK, EMR, NVT, OC
Q4 2025	12	$1.2B	FSLR, SWK, EMR, NVT, OC
Q3 2025	14	$1.1B	FSLR, SWK, NVT, EMR, ED
Q2 2025	16	$1.0B	EMR, NVT, FSLR, SWK, EQT
Q1 2025	12	$714.8M	NVT, SWK, FSLR, EMR, WMB
Q4 2024	15	$976.3M	EMR, FSLR, NVT, GEV, SWK
Q3 2024	11	$902.4M	SWK, FSLR, GEV, NVT, EMR
Q2 2024	12	$1.8B	TSLA, EMR, GEV, FSLR, NVT
Q1 2024	12	$1.0B	EMR, SWK, NVT, ETN, FSLR