13F Filings History of Charter Oak Advisors LP

Latest 13F report
Q3 2025 - Nov 13, 2025
Value $
$179M
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 12 stock holdings with total value $179M as of Q3 2025. Top holdings included TLN, GLW, CLH, GLNG, and PNR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 12 $179M +$21M -$39.1M -$18.1M TLN, GLW, CLH, GLNG, PNR 13F-HR 11/13/2025, 10:09 AM
Q2 2025 14 $163M $0 -$2.64M -$2.64M TLN, ANSS, CLH, GLW, GDDY 13F-HR 8/13/2025, 10:53 AM
Q1 2025 14 $140M +$57.6M -$64.5M -$6.89M TLN, ANSS, KBR, GDDY, GLW 13F-HR 5/13/2025, 02:45 PM
Q4 2024 14 $156M $0 $0 KBR, TLN, ICE, CLH, PNR 13F-HR 2/13/2025, 05:30 PM