VARCOV Co.

Position in ADTN — ADTRAN Holdings, Inc.

CIK 2078837 DARIEN, CT

Position in ADTN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$169,246

New position

Shares Held

12,176

first reported quarter

Ownership

0.015%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#187

of 248 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

VARCOV Co. holds $3,631,326 across 5 Communication Equipment names. ADTN ranks #5 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VSAT	Viasat Inc	22,988	$2,064,552
2	BDC	Belden Inc.	7,385	$885,535
3	LITE	Lumentum Holdings Inc.	316	$271,146
4	UI	Ubiquiti Inc.	451	$240,847
5	ADTN	ADTRAN Holdings, Inc. This page	12,176	$169,246

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$169,246	12,176	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.