VARCOV Co.

Position in FWRG — First Watch Restaurant Group, Inc.

CIK 2078837 DARIEN, CT

Position in FWRG

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

Position Value

$858,757

-$18,943 QoQ

Shares Held

66,622

-20.5% QoQ

Ownership

0.108%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#91

of 206 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

VARCOV Co. holds $2,502,786 across 4 Restaurants names. FWRG ranks #2 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BJRI	BJs RESTAURANTS INC	20,706	$1,257,682
2	FWRG	First Watch Restaurant Group, Inc. This page	66,622	$858,757
3	EAT	Brinker International, Inc	1,323	$222,264
4	WEN	Wendy's Co	19,793	$164,083

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$858,757	66,622	-20.5%	Shares	Sole	2026-08-14
2026-03-31	$877,700	83,750	+12.0%	Shares	Sole	2026-05-15
2025-12-31	$1,127,712	74,782	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.