13F Portfolios

Clean Energy Transition LLP: RALLIANT CORP (RAL): Quarterly 13F Position History

As of Q1 2026, Clean Energy Transition LLP reported 1,136,965 shares of RALLIANT CORP (RAL), worth $47.3M and representing 3.9% of its 13F equity book. Quarter-over-quarter share count change: + 235,008 (+26.1%) . The position first appeared in Q2 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 1,136,965 +235,008 +26.1% $47.3M 3.9% $41.6
Q4 2025 901,957 +1,054 +0.1% $45.9M 3.8% $50.9
Q3 2025 900,903 +371,419 +70.1% $39.4M 3.5% $43.7
Q2 2025 529,484 $25.7M 2.5% $48.5

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Clean Energy Transition LLP first disclose a RAL position in 13F-HR filings?

Clean Energy Transition LLP first reported RALLIANT CORP (RAL) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.

What was Clean Energy Transition LLP's most recent quarter-over-quarter share-count change in RAL?

Between Q4 2025 and Q1 2026, Clean Energy Transition LLP added 235,008 shares of RAL (+26.1%), bringing the total reported position to 1,136,965 shares at a market value of $47.3M.

Does the implied price-per-share represent Clean Energy Transition LLP's cost basis in RAL?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.