VARCOV Co.

Position in ECVT — Ecovyst Inc.

CIK 2078837 DARIEN, CT

Position in ECVT

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

Position Value

$3,583,850

+$3,270,321 QoQ

Shares Held

278,682

+764.9% QoQ

Ownership

0.255%

of shares outstanding

% of Portfolio

1.34%

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")%

Basic Materials · as of Mar 31, 2026

VARCOV Co. holds $6,727,538 across 4 Specialty Chemicals names. ECVT ranks #1 (53.3% of the industry book) .

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

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,583,850	278,682	+764.9%	Shares	Sole	2026-05-15
2025-12-31	$313,529	32,223	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.