Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

48
Institutional holders
16,278,744
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Harraden Circle Investments, LLC2,310,728$324M71.5%2026-Q1
METEORA CAPITAL, LLC added115,067$16M3.6%2026-Q1
Context Capital Management, LLC100,000$16M3.4%2026-Q1
Karpus Management, Inc. trimmed1,418,110$15M3.3%2026-Q1
BERKLEY W R CORP added878,975$9M2.1%2026-Q1
First Trust Capital Management L.P.828,750$9M1.9%2026-Q1
MIZUHO SECURITIES USA LLC added791,386$8M1.8%2026-Q1
AQR Arbitrage LLC trimmed495,352$5M1.2%2026-Q1
Hudson Bay Capital Management LP325,000$3M0.8%2026-Q1
BOOTHBAY FUND MANAGEMENT, LLC trimmed239,000$3M0.6%2026-Q1
Westchester Capital Management, LLC200,000$2M0.5%2026-Q1
GOLDMAN SACHS GROUP INC197,541$2M0.5%2026-Q1
TWO SIGMA INVESTMENTS, LP187,500$2M0.4%2026-Q1
Crossingbridge Advisors, LLC115,000$1M0.3%2026-Q1
SONA ASSET MANAGEMENT (US) LLC new100,000$1M0.2%2026-Q1
Warberg Asset Management LLC trimmed98,664$1M0.2%2026-Q1
Clear Street Group Inc. added182,670$1M0.2%2026-Q1
Radcliffe Capital Management, L.P.75,151$795K0.2%2026-Q1
GLAZER CAPITAL, LLC trimmed49,824$527K0.1%2026-Q1
HEIGHTS CAPITAL MANAGEMENT, INC40,000$423K0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed30,388$321K0.1%2026-Q1
FLOW TRADERS U.S. LLC added28,992$309K0.1%2026-Q1
ABC ARBITRAGE SA20,000$212K0.0%2026-Q1
ROBINSON CAPITAL MANAGEMENT, LLC15,250$163K0.0%2026-Q1
HIGHBRIDGE CAPITAL MANAGEMENT LLC trimmed1,007,600$141K0.0%2026-Q1
JPMORGAN CHASE & CO new1,007,600$141K0.0%2026-Q1
WHITEBOX ADVISORS LLC399,000$56K0.0%2026-Q1
MANGROVE PARTNERS IM, LLC added365,000$51K0.0%2026-Q1
RIVERNORTH CAPITAL MANAGEMENT, LLC added300,000$42K0.0%2026-Q1
TORONTO DOMINION BANK added264,627$37K0.0%2026-Q1
WOLVERINE ASSET MANAGEMENT LLC trimmed235,133$33K0.0%2026-Q1
D. E. Shaw & Co., Inc.150,000$21K0.0%2026-Q1
K2 PRINCIPAL FUND, L.P. trimmed91,752$13K0.0%2026-Q1
UBS Group AG201$2K0.0%2026-Q1
MORGAN STANLEY added74$7820.0%2026-Q1
ATW SPAC MANAGEMENT LLC trimmed105,890$23M5.0%2025-Q3 stale
MIZUHO SECURITIES USA LLC added725,336$7M1.6%2025-Q1 stale
Quarry LP trimmed47,600$489K0.1%2025-Q2 stale
Sandia Investment Management LP trimmed47,600$489K0.1%2025-Q2 stale
Virtu Financial LLC trimmed33,831$341K0.1%2025-Q1 stale
CLEAR STREET LLC trimmed414$4K0.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership