VARCOV Co.

Position in EYE — National Vision Holdings, Inc.

CIK 2078837 DARIEN, CT

Position in EYE

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

Position Value

$1,970,538

New position

Shares Held

103,658

first reported quarter

Ownership

0.131%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#80

of 233 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

VARCOV Co. holds $3,942,776 across 4 Specialty Retail names. EYE ranks #1 (50.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EYE	National Vision Holdings, Inc. This page	103,658	$1,970,538
2	BBWI	Bath & Body Works, Inc.	71,942	$1,664,018
3	ARHS	Arhaus, Inc.	31,787	$267,646
4	WOOF	Petco Health & Wellness Company, Inc.	14,917	$40,574

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,970,538	103,658	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.