VARCOV Co.

Position in CLMT — Calumet, Inc. /DE

CIK 2078837 DARIEN, CT

Position in CLMT

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

Position Value

$1,076,246

New position

Shares Held

29,979

first reported quarter

Ownership

0.034%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

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

Basic Materials · as of Mar 31, 2026

VARCOV Co. holds $6,727,538 across 4 Specialty Chemicals names. CLMT ranks #3 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ECVT	Ecovyst Inc.	278,682	$3,583,850
2	APD	Air Products & Chemicals, Inc.	4,421	$1,284,256
3	CLMT	Calumet, Inc. /DE This page	29,979	$1,076,246
4	SCL	Stepan Co	15,670	$783,186

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,076,246	29,979	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.