Charter Oak Advisors LP - Portfolio overview

Charter Oak Advisors LP has 15 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Consumer Cyclical and Industrials.

Largest reported holdings by portfolio allocation

1. TLN - TALEN ENERGY CORP, 18.62%
2. MOD - MODINE MFG CO, 14.90%
3. SON - SONOCO PRODS CO, 12.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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