13F Filings History of Charter Oak Advisors LP

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$118,967,540
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 13 stock holdings with total value $118,967,540 as of Q4 2025. Top holdings included TLN, SON, CLH, GLW, and GLNG.

Notify me when Charter Oak Advisors LP files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 13 $118,967,540 +$24,528,268 -$71,633,889 -$47,105,621 TLN, SON, CLH, GLW, GLNG 13F-HR 13 Feb 2026, 11:44
Q3 2025 12 $178,801,115 +$20,991,227 -$39,077,534 -$18,086,307 TLN, GLW, CLH, GLNG, PNR 13F-HR 13 Nov 2025, 10:09
Q2 2025 14 $162,565,944 $0 -$2,642,213 -$2,642,213 TLN, ANSS, CLH, GLW, GDDY 13F-HR 13 Aug 2025, 10:53
Q1 2025 14 $140,241,403 +$57,608,347 -$64,502,375 -$6,894,028 TLN, ANSS, KBR, GDDY, GLW 13F-HR 13 May 2025, 14:45
Q4 2024 14 $156,295,461 $0 $0 $0 KBR, TLN, ICE, CLH, PNR 13F-HR 13 Feb 2025, 17:30