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 (472 days), 49 trades recorded
- Returns: week n/a · month n/a · 90 days -11.2% · 6 months -0.5% · 1 year +1.8% · all +1.8%
- Max drawdown n/a · 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
- 835495102 · 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_PUT · 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