Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Charter Oak Advisors LP

Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001420506-25-000403

Total Value
$174.5M
Positions
16
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (16)

#IssuerTicker / CUSIPSharesValue% of Filing
1KBR INCKBR463,592$26.9M15.39%
2TALEN ENERGY CORPTLN108,002$21.8M12.47%
3INTERCONTINENTAL EXCHANGE IN45866F104107,090$16.0M9.14%
4CLEAN HARBORS INCCLH66,359$15.3M8.75%
5PENTAIR PLCPNR132,353$13.3M7.63%
6ENERGY TRANSFER L PET-PI667,944$13.1M7.50%
7VALVOLINE INCVVV323,458$11.7M6.71%
8TEVA PHARMACEUTICAL INDS LTD881624209430,300$9.5M5.43%
9TEVA PHARMACEUTICAL INDS LTD881624209430,300$9.5M5.43%
10CLEAN HARBORS INCCLH38,000$8.7M5.01%
11GOLAR LNG LTDGLNG189,410$8.0M4.59%
12MODINE MFG CO60782810053,011$6.1M3.52%
13ANSYS INC03662Q10515,419$5.2M2.98%
14CRANE COMPANYCR28,535$4.3M2.48%
15ATMUS FILTRATION TECHNOLOGIEATMU66,464$2.6M1.49%
16TETRA TECH INC NEWTTEK64,322$2.6M1.47%