VARCOV Co.

Position in CF — CF Industries Holdings, Inc.

CIK 2078837 DARIEN, CT

Position in CF

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

Position Value

$294,683

New position

Shares Held

2,722

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#679

of 954 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

VARCOV Co. holds $3,191,049 across 3 Agricultural Inputs names. CF ranks #3 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MOS	Mosaic Co	109,714	$2,324,839
2	FMC	Fmc Corp	49,698	$571,527
3	CF	CF Industries Holdings, Inc. This page	2,722	$294,683

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$294,683	2,722	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.