VARCOV Co.

Position in LRN — Stride, Inc.

CIK 2078837 DARIEN, CT

Position in LRN

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

Position Value

$675,690

+$41,584 QoQ

Shares Held

7,835

-19.8% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#212

of 409 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

VARCOV Co. holds $4,387,016 across 3 Education & Training Services names. LRN ranks #3 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COUR	Coursera, Inc.	431,106	$2,431,437
2	MH	McGraw Hill, Inc.	135,152	$1,279,889
3	LRN	Stride, Inc. This page	7,835	$675,690

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$675,690	7,835	-19.8%	Shares	Sole	2026-08-14
2025-12-31	$634,106	9,766	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.