Clean Energy Transition LLP holds a concentrated book of 14 reported positions worth $1.4B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Consolidated Edison Inc and trimmed First Solar Inc. Their largest long position is First Solar Inc at 21% of the reported non-option book. Cloning the disclosed picks since 2025 would be +25% (+22.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 9.5 points over this window.
Growth of $10,000 cloning Clean Energy Transition LLP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Clean Energy Transition LLP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Lodge Hill Capital, LLC | 2 / 14 | $82.8M |
| Guinness Asset Management LTD | 6 / 14 | $655.4M |
| Eliot Finkel Investment Counsel, LLC | 2 / 14 | $21.1M |
| J. Stern & Co. LLP | 2 / 14 | $100.2M |
| Gates Capital Management, Inc. | 4 / 14 | $383.6M |
| BDF-Gestion | 4 / 14 | $64.5M |
| Delta Asset Management LLC | 6 / 14 | $97.4M |
| Rempart Asset Management Inc. | 2 / 14 | $39.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Clean Energy Transition LLP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | First Solar Inc COM | $301.6M | 1.28M | 21.0% | ▼−10% Reduced · −148K sh | |
| 2 | Stanley Black & Decker Inc COM | $247.6M | 2.63M | 17.2% | ▲+1.1% Added · +29K sh | |
| 3 | Emerson Elec Co COM | $178.6M | 1.25M | 12.4% | ▲+2.0% Added · +24K sh | |
| 4 | Otis Worldwide Corp COM | $165.0M | 2.31M | 11.5% | ▲+225% Added · +1.6M sh | |
| 5 | Nvent Elec PLC SHS | $115.9M | 683.3K | 8.1% | ▼−43% Reduced · −519K sh | |
| 6 | Owens Corning New COM | $112.1M | 705.3K | 7.8% | ▲+23% Added · +130K sh | |
| 7 | Ralliant Corp COM | $72.2M | 980.7K | 5.0% | ▼−14% Reduced · −156K sh | |
| 8 | Consolidated Edison Inc COM | $68.5M | 619.2K | 4.8% | ▲New New position | |
| 9 | Pentair PLC SHS | $59.7M | 778.1K | 4.2% | ▲+38% Added · +212K sh | |
| 10 | Xcel Energy Inc COM | $34.6M | 430.7K | 2.4% | ▲New New position | |
| 11 | Fortive Corp COM | $31.3M | 512.3K | 2.2% | ▼−29% Reduced · −213K sh | |
| 12 | Timken Co COM | $22.6M | 155.4K | 1.6% | ▼−53% Reduced · −176K sh | |
| 13 | Eaton Corp PLC SHS | $17.9M | 41.9K | 1.2% | ▼−53% Reduced · −47K sh | |
| 14 | Eqt Corp COM | $8.4M | 158.3K | 0.6% | ▼−79% Reduced · −586K sh |
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Use Arkolith to show Clean Energy Transition LLP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.