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Clean Energy Transition LLP

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13F filer, CIK 1911523, LONDON, United Kingdom

Clean Energy Transition LLP reported $1,537,054,599 across 15 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 89.07% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000902664-26-002525

Period
2026-03-31
Reported value
$1.54B
Holdings
15
Top 10 weight
89.07%
New
5
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FANGnew+286,311$56.6M
FSLRadded+277,605$54.8M
EQTnew+744,509$47.4M
TKRnew+331,740$33.4M
ETNnew+88,514$31.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CNIexited-478,184-$47.3M
NVTreduced-304,229-$36M
WCCreduced-108,247-$29.6M
SWKreduced-334,683-$23.8M
FTVreduced-329,328-$18.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0000902664-26-002525, largest first. % of portfolio is the value over $1,219,381,599, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686,700 shares; 2024Q4: 935,147 shares; 2025Q1: 737,436 shares; 2025Q2: 753,954 shares; 2025Q3: 1,117,228 shares; 2025Q4: 1,148,982 shares; 2026Q1: 1,426,587 shares 1,426,587$281M23.08%+277,605Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,984,184 shares; 2024Q4: 741,404 shares; 2025Q1: 1,373,433 shares; 2025Q2: 1,785,462 shares; 2025Q3: 2,799,218 shares; 2025Q4: 2,936,073 shares; 2026Q1: 2,601,390 shares 2,601,390$185M15.16%-334,683Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,041,568 shares; 2024Q4: 1,658,298 shares; 2025Q1: 670,322 shares; 2025Q2: 1,240,219 shares; 2025Q3: 639,560 shares; 2025Q4: 1,351,224 shares; 2026Q1: 1,222,925 shares 1,222,925$160M13.14%-128,299Timeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,254,633 shares; 2024Q4: 2,115,665 shares; 2025Q1: 2,260,068 shares; 2025Q2: 1,951,906 shares; 2025Q3: 1,350,357 shares; 2025Q4: 1,506,140 shares; 2026Q1: 1,201,911 shares 1,201,911$142M11.66%-304,229Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 531,618 shares; 2025Q4: 563,542 shares; 2026Q1: 574,854 shares 574,854$62.2M5.1%+11,312Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 286,311 shares 286,311$56.6M4.64%newTimeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 329,007 shares; 2025Q3: 669,669 shares; 2025Q4: 595,603 shares; 2026Q1: 708,348 shares 708,348$54.6M4.48%+112,745Timeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 246,969 shares; 2025Q3: 313,005 shares; 2025Q4: 247,161 shares; 2026Q1: 565,871 shares 565,871$49.3M4.04%+318,710Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 535,630 shares; 2025Q1: 778,918 shares; 2025Q2: 1,067,988 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 744,509 shares 744,509$47.4M3.89%newTimeline
RALRALLIANT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 529,484 shares; 2025Q3: 900,903 shares; 2025Q4: 901,957 shares; 2026Q1: 1,136,965 shares 1,136,965$47.3M3.88%+235,008Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 784,384 shares; 2025Q1: 658,120 shares; 2025Q2: 1,131,015 shares; 2025Q3: 1,174,960 shares; 2025Q4: 1,054,309 shares; 2026Q1: 724,981 shares 724,981$40.1M3.29%-329,328Timeline
TKRTIMKEN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 331,740 shares 331,740$33.4M2.74%newTimeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,317 shares; 2024Q4: 112,661 shares; 2025Q1: 155,169 shares; 2025Q2: 89,176 shares; 2025Q3: 52,143 shares; 2025Q4: not reported; 2026Q1: 88,514 shares 88,514$31.7M2.6%newTimeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171,329 shares; 2025Q1: 207,980 shares; 2025Q2: 227,334 shares; 2025Q3: 228,666 shares; 2025Q4: 211,420 shares; 2026Q1: 103,173 shares 103,173$28.2M2.32%-108,247Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
TSMTAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADSput940,000$318Mnew

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CNICANADIAN NATL RY CO478,184$47.3Mshares
AAONAAON INC44,134$3.37Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000902664-26-002525 base2026-05-15acceptance time not in the bulk data set