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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 Q3 2025 · Filed November 13, 2025 · Accession 0001420506-25-003177

Total Value
$278.7M
Positions
13
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (13)

#IssuerTicker / CUSIPSharesValue% of Filing
1TALEN ENERGY CORPTLN236,580$100.6M36.11%
2SPDR S&P 500 ETF TRSPY150,000$99.9M35.85%
3CORNING INCGLW279,848$23.0M8.24%
4CLEAN HARBORS INCCLH64,586$15.0M5.38%
5GOLAR LNG LTDGLNG262,899$10.6M3.81%
6PENTAIR PLCPNR48,318$5.4M1.92%
7CRANE COMPANYCR28,535$5.3M1.89%
8INTERCONTINENTAL EXCHANGE IN45866F10428,680$4.8M1.73%
9KBR INCKBR91,551$4.3M1.55%
10VALVOLINE INCVVV117,171$4.2M1.51%
11ATMUS FILTRATION TECHNOLOGIEATMU66,464$3.0M1.08%
12MODINE MFG CO60782810014,616$2.1M0.75%
13EOS ENERGY ENTERPRISES INCEOSE300,000$537,0000.19%