VARCOV Co.

Position in AGX — Argan Inc

CIK 2078837 DARIEN, CT

Position in AGX

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,283,195

New position

Shares Held

2,356

first reported quarter

Ownership

0.017%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

VARCOV Co. holds $6,483,046 across 7 Engineering & Construction names. AGX ranks #2 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GVA	Granite Construction Inc	18,494	$2,217,060
2	AGX	Argan Inc This page	2,356	$1,283,195
3	KBR	Kbr, Inc.	27,026	$996,178
4	GLDD	Great Lakes Dredge & Dock CORP	43,681	$742,577
5	FLR	Fluor Corp	14,448	$673,999
6	TTEK	Tetra Tech Inc	9,938	$299,332
7	TPC	Tutor Perini Corp	3,507	$270,705

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,283,195	2,356	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.