Fund HoldingsCharter Oak Advisors LP

Total Portfolio Value
$118.97M
Total Bought
$24.34M
Total Sold
$183.31M
Net Transaction
-$158.97M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SONOCO PRODS CO(SON)0380,677+380,677016,61313.96%+16,613
COOPER COS INC(COO)076,738+76,73806,2895.29%+6,289
INTERCONTINENTAL EXCHANGE IN(ICE)28,68038,720+10,0404,8326,2715.27%+1,439
ATMUS FILTRATION TECHNOLOGIE(ATMU)66,46466,46402,9973,4502.90%+453
CRANE COMPANY(CR)28,53528,53505,2545,2634.42%+8
MODINE MFG CO(MOD)14,61614,61602,0781,9511.64%-126
PENTAIR PLC(PNR)48,31848,31805,3525,0324.23%-320
EOS ENERGY ENTERPRISES INC300,0000-300,0005370-537
CLEAN HARBORS INC(CLH)64,58660,686-3,90014,99814,23011.96%-769
VALVOLINE INC(VVV)117,171117,17104,2083,4052.86%-803
KBR INC(KBR)91,55187,521-4,0304,3293,5182.96%-811
GOLAR LNG LTD
SHS
262,899234,899-28,00010,6248,7417.35%-1,883
CORNING INC(GLW)279,848139,924-139,92422,95612,25210.30%-10,704
TALEN ENERGY CORP(TLN)236,58085,244-151,336100,63631,95326.86%-68,684
SPDR S&P 500 ETF TR(SPY)(Put)150,0000-150,00099,9270-99,927
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