Clean Energy Transition LLP Quant / Systematic

Location: London, United Kingdom

CIK: 0001911523 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $1.198B (100.0% shares, 0.0% debt)

Holdings (12)

FSLR FIRST SOLAR INC 25.0%

Value $300M Shares 1,148,982 Est. Cost $194.13 Unrealized +29.9%

SWK STANLEY BLACK & DECKER INC 18.2%

Value $218M Shares 2,936,073 Est. Cost $74.90 Unrealized -6.7%

EMR EMERSON ELEC CO 15.0%

Value $179M Shares 1,351,224 Est. Cost $120.84 Unrealized +9.5%

NVT NVENT ELECTRIC PLC 12.8%

Value $154M Shares 1,506,140 Est. Cost $53.57 Unrealized +93.4%

OC OWENS CORNING NEW 5.3%

Value $63.07M Shares 563,542 Est. Cost $145.06 Unrealized -19.1%

FTV FORTIVE CORP 4.9%

Value $58.21M Shares 1,054,309 Est. Cost $54.83 Unrealized -5.4%

OTIS OTIS WORLDWIDE CORP 4.3%

Value $52.03M Shares 595,603 Est. Cost $92.73 Unrealized -3.8%

WCC WESCO INTL INC 4.3%

Value $51.72M Shares 211,420 Est. Cost $183.49 Unrealized +33.5%

CNI CANADIAN NATL RY CO 3.9%

Value $47.27M Shares 478,184 Est. Cost $96.14 Unrealized 0.0%

RAL RALLIANT CORP 3.8%

Value $45.92M Shares 901,957 Est. Cost $47.27 Unrealized -0.8%

PNR PENTAIR PLC 2.1%

Value $25.74M Shares 247,161 Est. Cost $95.76 Unrealized +11.5%

AAON AAON INC 0.3%

Value $3.365M Shares 44,134 Est. Cost $81.75 Unrealized +12.9%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FSLR	FIRST SOLAR INC	1,148,982	$300M	25.0%	$194.13	+29.9%	COM	336433107
SWK	STANLEY BLACK & DECKER INC	2,936,073	$218M	18.2%	$74.90	-6.7%	COM	854502101
EMR	EMERSON ELEC CO	1,351,224	$179M	15.0%	$120.84	+9.5%	COM	291011104
NVT	NVENT ELECTRIC PLC	1,506,140	$154M	12.8%	$53.57	+93.4%	SHS	G6700G107
OC	OWENS CORNING NEW	563,542	$63.07M	5.3%	$145.06	-19.1%	COM	690742101
FTV	FORTIVE CORP	1,054,309	$58.21M	4.9%	$54.83	-5.4%	COM	34959J108
OTIS	OTIS WORLDWIDE CORP	595,603	$52.03M	4.3%	$92.73	-3.8%	COM	68902V107
WCC	WESCO INTL INC	211,420	$51.72M	4.3%	$183.49	+33.5%	COM	95082P105
CNI	CANADIAN NATL RY CO	478,184	$47.27M	3.9%	$96.14	0.0%	COM	136375102
RAL	RALLIANT CORP	901,957	$45.92M	3.8%	$47.27	-0.8%	COM	750940108
PNR	PENTAIR PLC	247,161	$25.74M	2.1%	$95.76	+11.5%	SHS	G7S00T104
AAON	AAON INC	44,134	$3.365M	0.3%	$81.75	+12.9%	COM PAR $0.004	000360206