Number of Shares
187,233
Previous 108,002 73.36%
Holding current value
$37.4 Billion
Previous $21.8 Billion 71.81%
% of portfolio
26.66%
Previous 12.47%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025

BUY
N/A
79,231 Added 73.36%
187,233 $37.4 Billion
Q4 2024

Feb 13, 2025

BUY
N/A
108,002 New
108,002 $21.8 Billion
Track This Portfolio

Track Charter Oak Advisors LP Portfolio

Follow Charter Oak Advisors LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Charter Oak Advisors LP, based on Form 13F filings with the SEC.

News

Stay updated on Charter Oak Advisors LP with notifications on news.