Charter Oak Advisors LP Portfolio Holdings by Sector
Charter Oak Advisors LP
- $175 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Engineering & Construction | Industrials
KBR TTEK 2 stocks |
$29.4 Million
20.17% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Waste Management | Industrials
CLH CLH 2 stocks |
$24 Million
16.47% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
1
Puts
|
Oil & Gas Midstream | Energy
ET GLNG 2 stocks |
$21.1 Million
14.47% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
TEVA TEVA 2 stocks |
$19 Million
13.01% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
1
Puts
|
$16 Million
10.94% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PNR 1 stocks |
$13.3 Million
9.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
VVV 1 stocks |
$11.7 Million
8.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
MOD 1 stocks |
$6.15 Million
4.21% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
ANSS 1 stocks |
$5.2 Million
3.57% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|