13F-HR filed by Clean Energy Transition LLP
Clean Energy Transition LLP filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 15 holding rows worth $1,537,054,599.
- Accession
- 0000902664-26-002525
- Filer
- CIK 1911523
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 15 entries on the cover page, a total value of $1,537,054,599 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,537,054,599 with VALUE read as dollars as filed, 13F file number 028-22266. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 940,000 | $317,673,000 | dollars as filed | put |
| FIRST SOLAR INC COM | 336433107 | Stock | 1,426,587 | $281,408,552 | dollars as filed | |
| STANLEY BLACK & DECKER INC COM | 854502101 | Stock | 2,601,390 | $184,854,773 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 1,222,925 | $160,227,634 | dollars as filed | |
| NVENT ELEC PLC SHS | G6700G107 | Stock | 1,201,911 | $142,162,033 | dollars as filed | |
| OWENS CORNING NEW | 690742101 | COM | 574,854 | $62,210,700 | dollars as filed | |
| DIAMONDBACK ENERGY INC COM | 25278X109 | Stock | 286,311 | $56,629,453 | dollars as filed | |
| OTIS WORLDWIDE CORP COM | 68902V107 | Stock | 708,348 | $54,599,464 | dollars as filed | |
| PENTAIR PLC SHS | G7S00T104 | Stock | 565,871 | $49,293,023 | dollars as filed | |
| EQT CORP COM | 26884L109 | Stock | 744,509 | $47,380,553 | dollars as filed | |
| RALLIANT CORP | 750940108 | COM | 1,136,965 | $47,286,374 | dollars as filed | |
| FORTIVE CORP COM | 34959J108 | Stock | 724,981 | $40,076,950 | dollars as filed | |
| TIMKEN CO | 887389104 | COM | 331,740 | $33,363,092 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 88,514 | $31,658,802 | dollars as filed | |
| WESCO INTL INC COM | 95082P105 | Stock | 103,173 | $28,230,196 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000902664-26-002525 | this filing | 2026-05-15 | acceptance time not in the bulk data set |