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VARCOV Co.

Q1 2026 13F Holdings

  • Location
    darien, CT
  • Num holdings

    363

  • Value ($000)

    $268,237

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0002078837
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
E
ECVT

ECOVYST INC

COM
27923Q109
$3.58M
1 %

278,682

W
WT

WISDOMTREE INC

COM
97717P104
$3.06M
1 %

210,090

---

TEXTRON INC

COM
883203101
$3.03M
1 %

34,645

C
CFR

CULLEN FROST BANKERS INC

COM
229899109
$2.71M
1 %

19,780

H
HR

HEALTHCARE RLTY TR

CL A COM
42226K105
$2.7M
1 %

158,872

K
KAR

OPENLANE INC

COM
48238T109
$2.51M
1 %

86,096

F
FRSH

FRESHWORKS INC

CLASS A COM
358054104
$2.44M
1 %

303,287

H
HUBG

HUB GROUP INC

CL A
443320106
$2.42M
1 %

67,190

---

INGRAM MICRO HLDG CORP

COM
457152106
$2.38M
1 %

102,056

P
PCTY

PAYLOCITY HLDG CORP

COM
70438V106
$2.26M
1 %

20,931

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