Charter Oak Advisors LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Charter Oak Advisors LP held in its portfolio 13 assets valued at $118,967,540 (i.e. $118.97M).

The most valuable assets in the portfolio included: TALEN ENERGY CORP ($31.95M), SONOCO PRODS CO ($16.61M), and CLEAN HARBORS INC ($14.23M).

The chart below shows the top 10 valuable assets, and the table below shows the top 13 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Charter Oak Advisors LP Portfolio

TALEN ENERGY CORP

SONOCO PRODS CO

CLEAN HARBORS INC

CORNING INC

GOLAR LNG LTD

COOPER COS INC

INTERCONTINENTAL EXCHANGE IN

CRANE COMPANY

PENTAIR PLC

KBR INC

Charter Oak Advisors LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
TALEN ENERGY CORP	85244	31952861	COM
SONOCO PRODS CO	380677	16612744	COM
CLEAN HARBORS INC	60686	14229653	COM
CORNING INC	139924	12251745	COM
GOLAR LNG LTD	234899	8740592	SHS
COOPER COS INC	76738	6289446	COM
INTERCONTINENTAL EXCHANGE IN	38720	6271091	COM
CRANE COMPANY	28535	5262710	COMMON STOCK
PENTAIR PLC	48318	5031837	SHS
KBR INC	87521	3518344	COM
ATMUS FILTRATION TECHNOLOGIE	66464	3450146	COM
VALVOLINE INC	117171	3404989	COM
MODINE MFG CO	14616	1951382	COM