VARCOV Co.

Position in LUMN — Lumen Technologies, Inc.

CIK 2078837 DARIEN, CT

Position in LUMN

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

Position Value

$1,820,213

+$1,433,726 QoQ

Shares Held

237,007

+376.5% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#139

of 607 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

VARCOV Co. holds $3,243,117 across 3 Telecom Services names. LUMN ranks #1 (56.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LUMN	Lumen Technologies, Inc. This page	237,007	$1,820,213
2	LBRDA	Liberty Broadband Corp	30,004	$998,533
3	ECHO	EchoStar CORP	4,181	$424,371

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,820,213	237,007	+376.5%	Shares	Sole	2026-08-14
2025-12-31	$386,487	49,741	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.