Position in GLDD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$742,577
+$536,016 QoQ
Shares Held
43,681
+177.4% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#81
of 181 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in GLDD Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Mar 31, 2026VARCOV Co. holds $6,483,046 across 7 Engineering & Construction names. GLDD ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GVA |
Granite Construction Inc
|
18,494 | $2,217,060 | |
| 2 | AGX |
Argan Inc
|
2,356 | $1,283,195 | |
| 3 | KBR |
Kbr, Inc.
|
27,026 | $996,178 | |
| 4 | GLDD |
Great Lakes Dredge & Dock CORP
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|
43,681 | $742,577 | |
| 5 | FLR |
Fluor Corp
|
14,448 | $673,999 | |
| 6 | TTEK |
Tetra Tech Inc
|
9,938 | $299,332 | |
| 7 | TPC |
Tutor Perini Corp
|
3,507 | $270,705 |
All Filings in GLDD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $742,577 | 43,681 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $206,561 | 15,744 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||