Clean Energy Transition LLP: RALLIANT CORP (RAL): Quarterly 13F Position History
As of Q2 2026, Clean Energy Transition LLP reported 980,665 shares of RALLIANT CORP (RAL), worth $72.2M and representing 5.0% of its 13F equity book. Quarter-over-quarter share count change: 156,300 (-13.7%) . The position first appeared in Q2 2025 and has been disclosed across 5 13F-HR filings in Pactolio's tracked window.
- 980,665Shares Held (Latest Filing)
- $72.2MReported Market Value (Latest Filing)
- 5.0%Portfolio Weight (% of 13F Equity Book)
- 156,300Quarter-over-Quarter Share Change
- +$24.9MQuarter-over-Quarter Value Change
- 1,136,965Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 980,665 | 156,300 | -13.7% | $72.2M | 5.0% | $73.6 |
| 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 rather than 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 5 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 Q1 2026 and Q2 2026, Clean Energy Transition LLP reduced its RAL position by 156,300 shares (-13.7%), leaving 980,665 shares at a market value of $72.2M.
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.