Fund HoldingsCharter Oak Advisors LP

Total Portfolio Value
$140.24M
Total Bought
$56.27M
Total Sold
$90.43M
Net Transaction
-$34.16M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
TALEN ENERGY CORP(TLN)108,002187,233+79,23121,75937,38526.66%+15,626
GODADDY INC(GDDY)076,151+76,151013,7189.78%+13,718
CORNING INC(GLW)0279,848+279,848012,8119.14%+12,811
ANSYS INC15,41951,220+35,8015,20116,21411.56%+11,013
GOLAR LNG LTD
SHS
189,410262,899+73,4898,0169,9887.12%+1,972
EOS ENERGY ENTERPRISES INC0300,000+300,00001,1340.81%+1,134
CRANE COMPANY(CR)28,53528,53504,3304,3713.12%+41
ATMUS FILTRATION TECHNOLOGIE(ATMU)66,46466,46402,6042,4411.74%-163
CLEAN HARBORS INC(CLH)66,35964,586-1,77315,27212,7309.08%-2,542
TETRA TECH INC NEW(TTEK)64,3220-64,3222,5630-2,563
MODINE MFG CO(MOD)53,01114,616-38,3956,1461,1220.80%-5,024
VALVOLINE INC(VVV)323,458117,171-206,28711,7034,0792.91%-7,624
CLEAN HARBORS INC(CLH)(Put)38,0000-38,0008,7450-8,745
PENTAIR PLC(PNR)132,35348,318-84,03513,3204,2273.01%-9,093
TEVA PHARMACEUTICAL INDS LTD(TEVA)430,3000-430,3009,4840-9,484
TEVA PHARMACEUTICAL INDS LTD(TEVA)(Put)430,3000-430,3009,4840-9,484
INTERCONTINENTAL EXCHANGE IN(ICE)107,09028,680-78,41015,9574,9473.53%-11,010
KBR INC(KBR)463,592302,646-160,94626,85615,07510.75%-11,781
ENERGY TRANSFER L P(ET)667,9440-667,94413,0850-13,085
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