1y return+29.4%S&P 500 +20.9%
3y return+81.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $193 against $157 in the S&P 500.2
Clean Energy Transition LLPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| FSLRFirst Solar Inc | $301.6M | 21.0% | −10.4% |
| SWKStanley Black & Decker Inc | $247.6M | 17.2% | +1.1% |
| EMREmerson Elec Co | $178.6M | 12.4% | +2.0% |
| OTISOtis Worldwide Corp | $165.0M | 11.5% | +225.4% |
| Nvent Elec PLCCUSIP G6700G107 | $115.9M | 8.1% | −43.1% |
| OCOwens Corning New | $112.1M | 7.8% | +22.7% |
| RALRalliant Corp | $72.2M | 5.0% | −13.7% |
| EDConsolidated Edison Inc | $68.5M | 4.8% | New |
| Pentair PLCCUSIP G7S00T104 | $59.7M | 4.2% | +37.5% |
| XELXcel Energy Inc | $34.6M | 2.4% | New |
| FTVFortive Corp | $31.3M | 2.2% | −29.3% |
| TKRTimken Co | $22.6M | 1.6% | −53.2% |
| Eaton Corp PLCCUSIP G29183103 | $17.9M | 1.2% | −52.7% |
| EQTEqt Corp | $8.4M | 0.6% | −78.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Nvent Elec PLCCUSIP G6700G107 | December 31, 2021 | +346.3% | $115.9M |
| FSLRFirst Solar Inc | December 31, 2021 | +170.7% | $301.6M |
| RALRalliant Corp | June 30, 2025 | +51.8% | $72.2M |
| EMREmerson Elec Co | December 31, 2023 | +47.1% | $178.6M |
| TKRTimken Co | March 31, 2026 | +44.5% | $22.6M |
| Eaton Corp PLCCUSIP G29183103 | March 31, 2026 | +19.1% | $17.9M |
| OCOwens Corning New | September 30, 2025 | +12.4% | $112.1M |
| SWKStanley Black & Decker Inc | June 30, 2022 | −10.2% | $247.6M |
| EQTEqt Corp | March 31, 2026 | −16.5% | $8.4M |
| FTVFortive Corp | December 31, 2024 | −18.5% | $31.3M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +21.8% | +14.8% |
| March 31, 2026 | −6.1% | −4.6% |
| December 31, 2025 | +3.5% | +2.4% |
| September 30, 2025 | +9.3% | +7.8% |
| June 30, 2025 | +14.9% | +10.5% |
| March 31, 2025 | −13.6% | −4.6% |
| December 31, 2024 | −5.8% | +2.1% |
| September 30, 2024 | +23.9% | +5.4% |
| June 30, 2024 | −0.8% | +4.0% |
| March 31, 2024 | +11.1% | +10.0% |
| December 31, 2023 | +12.8% | +11.2% |
| September 30, 2023 | −2.9% | −3.6% |
| June 30, 2023 | +4.1% | +8.3% |
| March 31, 2023 | +19.2% | +7.0% |
| December 31, 2022 | +8.8% | +7.1% |
| September 30, 2022 | +3.3% | −5.3% |
| June 30, 2022 | −12.6% | −16.5% |
| March 31, 2022 | −12.4% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Clean Energy Transition LLP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1911523&type=13F-HR&dateb=&owner=include&count=40CIK 1911523
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1911523/000090266426003513/Filed August 14, 2026 · accession 0000902664-26-003513