VARCOV Co.

Position in AVO — Mission Produce, Inc.

CIK 2078837 DARIEN, CT

Position in AVO

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

Position Value

$1,789,651

New position

Shares Held

151,794

first reported quarter

Ownership

0.172%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#38

of 168 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

VARCOV Co. holds $3,522,570 across 3 Food Distribution names. AVO ranks #1 (50.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVO	Mission Produce, Inc. This page	151,794	$1,789,651
2	UNFI	United Natural Foods Inc	31,521	$1,439,564
3	USFD	US Foods Holding Corp.	2,869	$293,355

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,789,651	151,794	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.