VARCOV Co.

Position in LXU — Lsb Industries, Inc.

CIK 2078837 DARIEN, CT

Position in LXU

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,536,860

+$1,352,725 QoQ

Shares Held

103,145

+376.1% QoQ

Ownership

0.143%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Mar 31, 2026

VARCOV Co. holds $5,014,763 across 4 Chemicals names. LXU ranks #1 (30.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LXU	Lsb Industries, Inc. This page	103,145	$1,536,860
2	CE	Celanese Corp	22,739	$1,495,544
3	REX	REX AMERICAN RESOURCES Corp	22,284	$1,015,481
4	HUN	Huntsman CORP	72,643	$966,878

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,536,860	103,145	+376.1%	Shares	Sole	2026-05-15
2025-12-31	$184,135	21,663	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.