Fund HoldingsCharter Oak Advisors LP

Total Portfolio Value
$165.00M
Total Bought
$72.30M
Total Sold
$26.27M
Net Transaction
+$46.03M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
MODINE MFG CO(MOD)14,616129,642+115,0261,95128,09517.03%+26,143
AERCAP HOLDINGS NV(AER)0100,426+100,426013,7768.35%+13,776
GOLAR LNG LTD
SHS
234,899364,999+130,1008,74119,75011.97%+11,010
COOPER COS INC(COO)76,738190,031+113,2936,28913,5878.23%+7,298
SONOCO PRODS CO(SON)380,677437,287+56,61016,61323,65314.34%+7,040
CLEAN HARBORS INC(CLH)60,68663,214+2,52814,23018,12510.99%+3,896
TALEN ENERGY CORP(TLN)85,244109,931+24,68731,95335,09321.27%+3,140
KBR INC(KBR)87,52177,121-10,4003,5182,8431.72%-676
VALVOLINE INC(VVV)117,17146,171-71,0003,4051,5550.94%-1,850
ATMUS FILTRATION TECHNOLOGIE(ATMU)66,46426,464-40,0003,4501,5020.91%-1,948
PENTAIR PLC(PNR)48,31827,976-20,3425,0322,4371.48%-2,595
CRANE COMPANY(CR)28,53512,478-16,0575,2632,1341.29%-3,129
INTERCONTINENTAL EXCHANGE IN(ICE)38,72015,567-23,1536,2712,4481.48%-3,823
CORNING INC(GLW)139,9240-139,92412,2520-12,252
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