VARCOV Co.

Position in BBWI — Bath & Body Works, Inc.

CIK 2078837 DARIEN, CT

Position in BBWI

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

Position Value

$1,879,975

+$1,183,782 QoQ

Shares Held

100,695

+190.4% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

VARCOV Co. holds $5,009,266 across 5 Specialty Retail names. BBWI ranks #1 (37.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BBWI	Bath & Body Works, Inc. This page	100,695	$1,879,975
2	FIVE	Five Below, Inc	8,172	$1,867,138
3	MUSA	Murphy USA Inc.	2,076	$1,025,481
4	ARHS	Arhaus, Inc.	19,469	$131,999
5	SVV	Savers Value Village, Inc.	14,069	$104,673

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,879,975	100,695	+190.4%	Shares	Sole	2026-05-15
2025-12-31	$696,193	34,671	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.