Long-term investor

Charter Oak Advisors LP @charteroakadvisorslp

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002022905).

Record

• Tracked since 2025-06-30 (431 days), 46 trades recorded
• Returns: week n/a · month n/a · 90 days +9.4% · 6 months +6.2% · 1 year +33.7% · all +33.7%
• Max drawdown -7.1% · Sharpe 0.99 · win rate 60% · data quality Good
• Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

• TLN · 22.7% · long · since 2025-06-30
• MOD · 17.9% · long · since 2025-06-30
• SON · 12.8% · long · since 2025-12-31
• N00985106 · 11.1% · long · since 2026-03-31
• GLNG · 9.3% · long · since 2025-06-30
• RRX · 8.2% · long · since 2026-06-30
• 216648501 · 7.0% · long · since 2025-12-31
• 464287523 · 5.1% · long · since 2026-06-30
• CR · 1.5% · long · since 2025-06-30
• PNR · 1.2% · long · since 2025-06-30
• ICE · 1.1% · long · since 2025-06-30
• VVV · 1.0% · long · since 2025-06-30

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