VARCOV Co.

Position in GHM — Graham Corp

CIK 2078837 DARIEN, CT

Position in GHM

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

Position Value

$1,098,250

New position

Shares Held

13,916

first reported quarter

Ownership

0.119%

of shares outstanding

% of Portfolio

0.41%

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")%

Industrials · as of Mar 31, 2026

VARCOV Co. holds $3,087,454 across 4 Specialty Industrial Machinery names. GHM ranks #1 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GHM	Graham Corp This page	13,916	$1,098,250
2	ROK	Rockwell Automation, Inc	2,378	$853,416
3	GRC	Gorman Rupp Co	10,143	$630,184
4	GTES	Gates Industrial Corp plc	22,362	$505,604

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,098,250	13,916	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.