Fund HoldingsCharter Oak Advisors LP

Total Portfolio Value
$172.47M
Total Bought
$21.25M
Total Sold
$34.79M
Net Transaction
-$13.54M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
REGAL REXNORD CORPORATION(RRX)062,628+62,628014,9178.65%+14,917
AERCAP HOLDINGS NV(AER)100,426137,968+37,54213,77620,11311.66%+6,337
TALEN ENERGY CORP(TLN)109,931107,331-2,60035,09341,24323.91%+6,150
MODINE MFG CO(MOD)129,642121,642-8,00028,09532,48118.83%+4,386
CRANE COMPANY(CR)12,47812,47802,1342,7831.61%+650
VALVOLINE INC(VVV)46,17146,17101,5551,8261.06%+271
ATMUS FILTRATION TECHNOLOGIE(ATMU)26,46426,46401,5021,3490.78%-153
PENTAIR PLC(PNR)27,97627,97602,4372,1451.24%-292
SONOCO PRODS CO(SON)437,287413,487-23,80023,65323,30013.51%-353
INTERCONTINENTAL EXCHANGE IN(ICE)15,56715,56702,4481,9161.11%-532
COOPER COS INC(COO)190,031177,131-12,90013,58712,7027.36%-885
KBR INC(KBR)77,12120,921-56,2002,8437220.42%-2,120
GOLAR LNG LTD
SHS
364,999340,599-24,40019,75016,9759.84%-2,775
CLEAN HARBORS INC(CLH)63,2140-63,21418,1250-18,125
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Charter Oak Advisors LP — 13F Holdings — Q2 2026 | TickerTrail