VARCOV Co. — 13F holdings

VARCOV Co. reported 352 holdings worth $263M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. KMX CARMAX INC — $3.97M (1.5%)
  2. NTST NETSTREIT CORP — $3.85M (1.5%)
  3. WMS ADVANCED DRAIN SYS INC DEL — $3.17M (1.2%)
  4. UWMC UWM HOLDINGS CORPORATION — $3.15M (1.2%)
  5. FSK FS KKR CAP CORP — $2.88M (1.1%)
  6. ATLC ATLANTICUS HOLDINGS CORP — $2.71M (1.0%)
  7. SMPL SIMPLY GOOD FOODS CO — $2.59M (1.0%)
  8. COUR COURSERA INC — $2.43M (0.9%)
  9. MOS MOSAIC CO NEW — $2.32M (0.9%)
  10. CURB CURBLINE PPTYS CORP — $2.27M (0.9%)