VARCOV Co.

Position in AYI — Acuity Inc. (De)

CIK 2078837 DARIEN, CT

Position in AYI

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

Position Value

$436,548

New position

Shares Held

1,159

first reported quarter

Ownership

0.004%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#391

of 632 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

VARCOV Co. holds $1,476,077 across 5 Electrical Equipment & Parts names. AYI ranks #1 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AYI	Acuity Inc. (De) This page	1,159	$436,548
2	POWL	Powell Industries Inc	1,051	$300,964
3	PLUG	Plug Power Inc	99,904	$270,739
4	EOSE	Eos Energy Enterprises, Inc.	44,093	$259,266
5	BE	Bloom Energy Corp	689	$208,560

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$436,548	1,159	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.