SEC Form 13F

Charter Oak Advisors LP 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$181,764,687
Positions14

Largest disclosed positions

IssuerTickerClassReported valueReported amount
TALEN ENERGY CORPTLNCOM$41,243,010107,331
MODINE MFG COMODCOM$32,480,847121,642
SONOCO PRODS COSONCOM$23,299,992413,487
AERCAP HOLDINGS NVAERSHS$20,112,975137,968
GOLAR LNG LTDGLNGSHS$16,975,454340,599
REGAL REXNORD CORPORATIONRRXCOM$14,917,36362,628
COOPER COS INCCOOCOM$12,702,064177,131
ISHARES TRSOXXISHARES SEMICDTR$9,291,02014,500
CRANE COMPANYCRCOMMON STOCK$2,783,46712,478
PENTAIR PLCPNRSHS$2,144,64027,976

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page