KBR, Inc. $KBR is Charter Oak Advisors LP's 8th Largest Position

Charter Oak Advisors LP reduced its stake in the construction company during the third quarter.

Published on Mar. 10, 2026

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According to a 13F filing, Charter Oak Advisors LP cut its position in KBR, Inc. (NYSE:KBR) by 63.0% during the third quarter. The fund now owns 91,551 shares of the construction company's stock, making it the 8th largest holding in its investment portfolio.

Why it matters

This filing provides insight into the investment strategy and portfolio composition of Charter Oak Advisors LP, a prominent institutional investor. The reduction in KBR holdings may signal a shift in the fund's outlook on the construction company or broader industry trends.

The details

Charter Oak Advisors LP sold 155,980 shares of KBR during the third quarter, leaving it with a position of 91,551 shares. KBR accounts for 1.6% of the fund's total investment portfolio, making it the 8th largest holding. The filing does not provide specific reasons for the reduction in KBR holdings.

  • The filing covers the third quarter of the year.

The players

Charter Oak Advisors LP

An institutional investment management firm.

KBR, Inc.

A global engineering, procurement, construction and services company headquartered in Houston, Texas.

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The takeaway

This filing highlights the shifting investment strategies of institutional investors like Charter Oak Advisors LP, which may have implications for the performance and outlook of companies like KBR. However, without further context, it is difficult to draw definitive conclusions about the reasons behind the portfolio changes.