Holdings
VARCOV Co.
As of Jun 30, 2026, VARCOV Co. reported 347 positions worth US$260M. Largest: Carmax Inc, Netstreit Corp. and Advanced Drainage Systems, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Carmax Inc | 75,144 | US$3.97M | new | Jun 30, 2026 |
| Netstreit Corp. | 182K | US$3.85M | new | Jun 30, 2026 |
| Advanced Drainage Systems, Inc. | 20,190 | US$3.17M | +16,454 | Jun 30, 2026 |
| Uwm Holdings Corporation | 1.38M | US$3.15M | +908K | Jun 30, 2026 |
| Fs Kkr Capital Corp. | 274K | US$2.88M | +260K | Jun 30, 2026 |
| Atlanticus Holdings Corporation | 26,491 | US$2.71M | new | Jun 30, 2026 |
| The Simply Good Foods Company | 195K | US$2.59M | new | Jun 30, 2026 |
| Coursera, Inc. | 431K | US$2.43M | +385K | Jun 30, 2026 |
| Mosaic Company (the) | 110K | US$2.32M | +86,134 | Jun 30, 2026 |
| Curbline Properties Corp. | 74,522 | US$2.27M | new | Jun 30, 2026 |