Clearbridge Investments
Clearbridge Sustainability Leaders Strategy
Mar 2025 → Dec 2025
Our archive holds 2 letters from this strategy, behind 3 investment theses and positions in 18 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Clearbridge Investments for every strategy.
What it bought and sold
We also exited our position in Colgate-Palmolive due to its facing challenging demand dynamics in several key regions and elected to redeploy the capital into more compelling opportunities.
We added two new positions in the quarter: Ferguson and Brookfield Renewable Partners LP.
- New positionBrookfield Renewable Partners LPDec 2025
We added two new positions in the quarter: Ferguson and Brookfield Renewable Partners LP.
In order to establish the new position, we rotated out of existing holding Trex, as we believe Ferguson to be a more optimal choice for exposure to the housing market within industrials.
Also held
Its investment theses
- Brookfield Renewable Partners LPDec 2025Brookfield Renewable Partners LP is a leading renewables owner positioned to benefit from rising power demand, higher prices, and M&A-driven FFO and distribution growth.
- Ferguson plcDec 2025Ferguson is the largest U.S. plumbing and mechanical distributor with scale, service, and cash flow advantages that support share gains and growth in data center and infrastructure projects.
- United RentalsMar 2025United Rentals is the largest construction equipment rental company in North America, benefiting from a growing market shift towards renting, competitive advantages in cost and scale, and expected demand driven by U.S. infrastructure investments.