Clean Transition LL.P. 13F annual report
Clean Transition LL.P. is an investment fund managing more than $732 billion ran by Benjamin Singh. There are currently 12 companies in Mr. Singh’s portfolio. The largest investments include Stanley Black & Decker Inc and nVent Electric plc, together worth $331 billion.
$732 billion Assets Under Management (AUM)
As of 4th August 2023, Clean Transition LL.P.’s top holding is 2,014,824 shares of Stanley Black & Decker Inc currently worth over $189 billion and making up 25.8% of the portfolio value.
In addition, the fund holds 2,746,557 shares of nVent Electric plc worth $142 billion, whose value fell approximately 0.1% in the past six months.
The third-largest holding is Eaton Corp Plc worth $130 billion and the next is Air Prods & Chems Inc worth $55.1 billion, with 183,832 shares owned.
Currently, Clean Transition LL.P.'s portfolio is worth at least $732 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Clean Transition LL.P.
The Clean Transition LL.P. office and employees reside in London, United Kingdom. According to the last 13-F report filed with the SEC, Benjamin Singh serves as the Chief Operating Officer at Clean Transition LL.P..
Recent trades
In the most recent 13F filing, Clean Transition LL.P. revealed that it had opened a new position in
Eaton Corp Plc and bought 645,917 shares worth $130 billion.
The investment fund also strengthened its position in Stanley Black & Decker Inc by buying
1,910,379 additional shares.
This makes their stake in Stanley Black & Decker Inc total 2,014,824 shares worth $189 billion.
On the other hand, there are companies that Clean Transition LL.P. is getting rid of from its portfolio.
Clean Transition LL.P. closed its position in Eversource on 11th August 2023.
It sold the previously owned 244,895 shares for $20.5 billion.
Benjamin Singh also disclosed a decreased stake in Air Prods & Chems Inc by 0.5%.
This leaves the value of the investment at $55.1 billion and 183,832 shares.
One of the average hedge funds
The two most similar investment funds to Clean Transition LL.P. are Griffin Asset Management, Inc and Johnson. They manage $732 billion and $732 billion respectively.
Benjamin Singh investment strategy
Clean Transition LL.P.’s portfolio is diversified across 5 sectors.
Currently, their heaviest sector is Technology — making up 19.4% of
the total portfolio value.
The fund focuses on investments in the United States as
58.3% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
42% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $24.9 billion.
The complete list of Clean Transition LL.P. trades based on 13F SEC filings
These positions were updated on August 11th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Stanley Black & Decker Inc |
1,829.08%
2,014,824
|
$188,809,157,000 | 25.78% |
| nVent Electric plc |
14.75%
2,746,557
|
$141,914,600,000 | 19.38% |
| Eaton Corp Plc |
Opened
645,917
|
$129,893,909,000 | 17.74% |
| Air Prods & Chems Inc |
46.81%
183,832
|
$55,063,199,000 | 7.52% |
| Carrier Global Corporation |
17.35%
1,017,452
|
$50,577,539,000 | 6.91% |
| Nextracker Inc |
Opened
935,646
|
$37,248,067,000 | 5.09% |
| AES Corp. |
Opened
1,639,485
|
$33,986,524,000 | 4.64% |
| Blue Bird Corp |
3.97%
1,112,443
|
$25,007,719,000 | 3.41% |
| First Solar Inc |
91.01%
113,146
|
$21,507,923,000 | 2.94% |
| Eversource Energy |
Closed
244,895
|
$20,531,997,000 | |
| Occidental Pete Corp |
Closed
312,418
|
$19,679,210,000 | |
| TPI Composites Inc |
Opened
1,884,184
|
$19,538,988,000 | 2.67% |
| Freyr Battery |
Closed
2,097,193
|
$18,203,635,000 | |
| Otis Worldwide Corporation |
Opened
181,733
|
$16,176,054,000 | 2.21% |
| General Electric Co. |
91.18%
115,378
|
$12,674,273,000 | 1.73% |
| Maxeon Solar Technologies Lt |
Closed
66,312
|
$1,064,971,000 | |
| No transactions found | |||
| Showing first 500 out of 16 holdings | |||
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