VARCOV Co.

Position in GRNT — Granite Ridge Resources, Inc.

CIK 2078837 DARIEN, CT

Position in GRNT

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

Position Value

$614,105

+$209,511 QoQ

Shares Held

139,253

+61.8% QoQ

Ownership

0.106%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#46

of 171 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

VARCOV Co. holds $2,544,067 across 4 Oil & Gas E&P names. GRNT ranks #2 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TPL	Texas Pacific Land Corp	3,144	$1,375,940
2	GRNT	Granite Ridge Resources, Inc. This page	139,253	$614,105
3	REPX	Riley Exploration Permian, Inc.	9,503	$313,218
4	GPOR	Gulfport Energy Corp	1,419	$240,804

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$614,105	139,253	+61.8%	Shares	Sole	2026-08-14
2025-12-31	$404,594	86,084	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.