Charter Capital Management, LLC\DE

Portfolio Overview

Charter Capital Management, LLC (DE) has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 204.3% from approximately $63.64 million to $193.66 million for the period ending December 31, 2025. This substantial increase in capital coincides with a major strategic overhaul, evidenced by the addition of 31 new positions and the exit from 8 previous holdings. The portfolio now consists of **64 holdi...