Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Clean Energy Transition LLP (CIK 1911523) reported $1.54B across 14 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($317.7M, 20.67%), FSLR ($281.4M, 18.31%), SWK ($184.9M, 12.03%), EMR ($160.2M, 10.42%), NVT ($142.2M, 9.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $317.7M | 20.67% | 940,000 | New |
| 2 | FSLR | FIRST SOLAR INC | $281.4M | 18.31% | 1.4M | Added |
| 3 | SWK | STANLEY BLACK & DECKER INC | $184.9M | 12.03% | 2.6M | Trimmed |
| 4 | EMR | EMERSON ELEC CO | $160.2M | 10.42% | 1.2M | Trimmed |
| 5 | NVT | NVENT ELECTRIC PLC | $142.2M | 9.25% | 1.2M | Trimmed |
| 6 | OC | OWENS CORNING NEW | $62.2M | 4.05% | 574,854 | Added |
| 7 | FANG | DIAMONDBACK ENERGY INC | $56.6M | 3.68% | 286,311 | New |
| 8 | OTIS | OTIS WORLDWIDE CORP | $54.6M | 3.55% | 708,348 | Added |
| 9 | PNR | PENTAIR PLC | $49.3M | 3.21% | 565,871 | Added |
| 10 | EQT | EQT CORP | $47.4M | 3.08% | 744,509 | New |
| 11 | RAL | RALLIANT CORP | $47.3M | 3.08% | 1.1M | Added |
| 12 | FTV | FORTIVE CORP | $40.1M | 2.61% | 724,981 | Trimmed |
| 13 | TKR | TIMKEN CO | $33.4M | 2.17% | 331,740 | New |
| 14 | ETN | EATON CORP PLC | $31.7M | 2.06% | 88,514 | New |
| 15 | WCC | WESCO INTL INC | $28.2M | 1.84% | 103,173 | Trimmed |
| 16 | AAON | AAON INC | $0 | 0.00% | 0 | Exited |
| 17 | CNI | CANADIAN NATL RY CO | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31