• 13F History

Charter Oak Advisors LP

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$156M
Signature - Title
Heath Watkin - Managing Partner
Location
New York City, NY
Summary
This page shows a list of all the recent 13F filings made by Charter Oak Advisors LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Charter Oak Advisors LP reported 14 stock holdings with total value $156M as of Q4 2024. Top holdings included KBR, TLN, ICE, CLH, and PNR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 14 $156M $0 $0 KBR, TLN, ICE, CLH, PNR 13F-HR 2/13/2025, 05:30 PM