VARCOV Co.

Position in CVLG — Covenant Logistics Group, Inc.

CIK 2078837 DARIEN, CT

Position in CVLG

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

Position Value

$790,203

+$500,866 QoQ

Shares Held

17,886

+67.8% QoQ

Ownership

0.070%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#69

of 184 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

VARCOV Co. holds $2,801,077 across 3 Trucking names. CVLG ranks #3 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARCB	Arcbest Corp /Tx/	8,117	$1,165,114
2	HTLD	Heartland Express Inc	55,569	$845,760
3	CVLG	Covenant Logistics Group, Inc. This page	17,886	$790,203

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$790,203	17,886	+67.8%	Shares	Sole	2026-08-14
2026-03-31	$289,337	10,657	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.