Back to investors
CHARTER OAK ADVISORS LP
CHARTER OAK ADVISORS LP
Latest filing: 2026-06-30
CHARTER OAK ADVISORS LP runs CHARTER OAK ADVISORS LP and currently holds 14 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $181.76M. Their top holdings are TLN, MOD, SON, AER, GLNG. The top five represent 73.8% of reported portfolio weight. CHARTER OAK ADVISORS LP ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, CHARTER OAK ADVISORS LP initiated 1 new position. They added to 1 existing position. They trimmed 6 positions. Their current best-performing preview position is CR with returns of +30.45%.
Sign in to enable email alerts for this investor.
Showper page
14 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 TLN TALEN ENERGY CORP | 22.69% | $263.66 | $314.46 | +19.27% | Trimmed -2.37% |
 MOD MODINE MFG CO | 17.87% | $205.35 | $197.77 | -3.69% | Trimmed -6.17% |
 SON SONOCO PRODS CO | 12.82% | $44.99 | $59.50 | +32.24% | Trimmed -5.44% |
 AER AERCAP HOLDINGS NV | 11.07% | $139.52 | $146.29 | +4.85% | Added +37.38% |
 GLNG GOLAR LNG LTD | 9.34% | $45.74 | $52.00 | +13.69% | Trimmed -6.68% |
 RRX REGAL REXNORD CORPORATION | 8.21% | $238.19 | $166.12 | -30.26% | New Buy |
 COO COOPER COS INC | 6.99% | $75.72 | $76.22 | +0.66% | Trimmed -6.79% |
 CR CRANE COMPANY | 1.53% | $151.75 | $208.35 | +37.30% | Held |
 PNR PENTAIR PLC | 1.18% | $100.64 | $64.39 | -36.02% | Held |
 ICE INTERCONTINENTAL EXCHANGE IN | 1.05% | $152.37 | $161.27 | +5.84% | Held |
Showing 1-10 of 14