VARCOV Co.

Position in CCL — Carnival Corp Ltd.

CIK 2078837 DARIEN, CT

Position in CCL

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

Position Value

$740,866

+$392,558 QoQ

Shares Held

28,627

+151.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

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

Consumer Cyclical · as of Mar 31, 2026

VARCOV Co. holds $1,764,117 across 3 Travel Services names. CCL ranks #2 (42.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRIP	TripAdvisor, Inc.	75,001	$799,510
2	CCL	Carnival Corp Ltd. This page	28,627	$740,866
3	GBTG	Global Business Travel Group, Inc.	40,097	$223,741

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$740,866	28,627	+151.0%	Shares	Sole	2026-05-15
2025-12-31	$348,308	11,405	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.