VARCOV Co.

Position in GTES — Gates Industrial Corp Ltd.

CIK 2078837 DARIEN, CT

Position in GTES

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

Position Value

$566,336

+$60,732 QoQ

Shares Held

20,248

-9.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#203

of 369 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

VARCOV Co. holds $3,129,563 across 5 Specialty Industrial Machinery names. GTES ranks #2 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GRC	Gorman Rupp Co	14,731	$1,351,421
2	GTES	Gates Industrial Corp Ltd. This page	20,248	$566,336
3	IR	Ingersoll Rand Inc.	6,308	$517,192
4	GNRC	Generac Holdings Inc.	1,653	$484,014
5	WTS	Watts Water Technologies Inc	538	$210,600

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$566,336	20,248	-9.5%	Shares	Sole	2026-08-14
2026-03-31	$505,604	22,362	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.