Who owns CHAR (CHAR)
Which tracked institutional funds hold CHAR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CHAR company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
5 tracked funds added or opened CHAR while 7 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CHAR’s largest tracked holder by dollar value, Harraden Circle Investments, LLC, sizes it at 2.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CHAR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 35 tracked filers holding CHAR, 8 increased or opened the position and 13 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CHAR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- SONA ASSET MANAGEMENT (US) LLC$1M
Largest adds
- BERKLEY W R CORP$2M
- Crossingbridge Advisors, LLC$1M
- Clear Street Group Inc.$713K
- BNP PARIBAS FINANCIAL MARKETS$314K
Largest trims
- Harraden Circle Investments, LLC$113M
- METEORA CAPITAL, LLC$6M
- Context Capital Management, LLC$3M
- WOLVERINE ASSET MANAGEMENT LLC$769K
- MANGROVE PARTNERS IM, LLC$498K
- BOOTHBAY FUND MANAGEMENT, LLC$366K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Harraden Circle Investments, LLC | 2,310,728 | $324M | 71.5% | 2026-Q1 |
| METEORA CAPITAL, LLC added | 115,067 | $16M | 3.6% | 2026-Q1 |
| Context Capital Management, LLC | 100,000 | $16M | 3.4% | 2026-Q1 |
| Karpus Management, Inc. trimmed | 1,418,110 | $15M | 3.3% | 2026-Q1 |
| BERKLEY W R CORP added | 878,975 | $9M | 2.1% | 2026-Q1 |
| First Trust Capital Management L.P. | 828,750 | $9M | 1.9% | 2026-Q1 |
| MIZUHO SECURITIES USA LLC added | 791,386 | $8M | 1.8% | 2026-Q1 |
| AQR Arbitrage LLC trimmed | 495,352 | $5M | 1.2% | 2026-Q1 |
| Hudson Bay Capital Management LP | 325,000 | $3M | 0.8% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 239,000 | $3M | 0.6% | 2026-Q1 |
| Westchester Capital Management, LLC | 200,000 | $2M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC | 197,541 | $2M | 0.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP | 187,500 | $2M | 0.4% | 2026-Q1 |
| Crossingbridge Advisors, LLC | 115,000 | $1M | 0.3% | 2026-Q1 |
| SONA ASSET MANAGEMENT (US) LLC new | 100,000 | $1M | 0.2% | 2026-Q1 |
| Warberg Asset Management LLC trimmed | 98,664 | $1M | 0.2% | 2026-Q1 |
| Clear Street Group Inc. added | 182,670 | $1M | 0.2% | 2026-Q1 |
| Radcliffe Capital Management, L.P. | 75,151 | $795K | 0.2% | 2026-Q1 |
| GLAZER CAPITAL, LLC trimmed | 49,824 | $527K | 0.1% | 2026-Q1 |
| HEIGHTS CAPITAL MANAGEMENT, INC | 40,000 | $423K | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 30,388 | $321K | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 28,992 | $309K | 0.1% | 2026-Q1 |
| ABC ARBITRAGE SA | 20,000 | $212K | 0.0% | 2026-Q1 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 15,250 | $163K | 0.0% | 2026-Q1 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC trimmed | 1,007,600 | $141K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 1,007,600 | $141K | 0.0% | 2026-Q1 |
| WHITEBOX ADVISORS LLC | 399,000 | $56K | 0.0% | 2026-Q1 |
| MANGROVE PARTNERS IM, LLC added | 365,000 | $51K | 0.0% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 300,000 | $42K | 0.0% | 2026-Q1 |
| TORONTO DOMINION BANK added | 264,627 | $37K | 0.0% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 235,133 | $33K | 0.0% | 2026-Q1 |
| D. E. Shaw & Co., Inc. | 150,000 | $21K | 0.0% | 2026-Q1 |
| K2 PRINCIPAL FUND, L.P. trimmed | 91,752 | $13K | 0.0% | 2026-Q1 |
| UBS Group AG | 201 | $2K | 0.0% | 2026-Q1 |
| MORGAN STANLEY added | 74 | $782 | 0.0% | 2026-Q1 |
| ATW SPAC MANAGEMENT LLC trimmed | 105,890 | $23M | 5.0% | 2025-Q3 stale |
| MIZUHO SECURITIES USA LLC added | 725,336 | $7M | 1.6% | 2025-Q1 stale |
| Quarry LP trimmed | 47,600 | $489K | 0.1% | 2025-Q2 stale |
| Sandia Investment Management LP trimmed | 47,600 | $489K | 0.1% | 2025-Q2 stale |
| Virtu Financial LLC trimmed | 33,831 | $341K | 0.1% | 2025-Q1 stale |
| CLEAR STREET LLC trimmed | 414 | $4K | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.