Position in AIR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$674,383
New position
Shares Held
6,161
first reported quarter
Ownership
0.015%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026VARCOV Co. holds $5,097,870 across 10 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HXL |
Hexcel Corp /De/
|
12,236 | $1,224,334 | |
| 2 | CDRE |
Cadre Holdings, Inc.
|
33,836 | $964,664 | |
| 3 | BWXT |
BWX Technologies, Inc.
|
3,687 | $717,674 | |
| 4 | VVX |
V2X, Inc.
|
7,521 | $560,765 | |
| 5 | RKLB |
Rocket Lab Corp
|
3,039 | $308,914 | |
| 6 | DRS |
Leonardo DRS, Inc.
|
6,650 | $283,755 | |
| 7 | SARO |
StandardAero, Inc.
|
9,432 | $282,111 | |
| 8 | HEI |
Heico Corp
|
762 | $271,416 |
All Filings in AIR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $674,383 | 6,161 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||