Institutions / Charter Oak Advisors LP

Charter Oak Advisors LP

CIK 2022905 · Institution · as of Dec 31, 2025
Portfolio value
$118.97M
Positions
13
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Talen Energy Corp$31.95M85,24426.9%
Sonoco Products Co$16.61M380,67714.0%
Clean Harbors Inc$14.23M60,68612.0%
Corning Inc /Ny$12.25M139,92410.3%
Golar Lng Ltd$8.74M234,8997.3%
Cooper Companies, Inc.$6.29M76,7385.3%
Intercontinental Exchange, Inc.$6.27M38,7205.3%
Crane Co$5.26M28,5354.4%
PENTAIR plc$5.03M48,3184.2%
KBR Inc$3.52M87,5213.0%
Atmus Filtration Technologies Inc.$3.45M66,4642.9%
Valvoline Inc$3.40M117,1712.9%
Modine Manufacturing Co$1.95M14,6161.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.