VARCOV Co.

Position in MOS — Mosaic Co

CIK 2078837 DARIEN, CT

Position in MOS

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

Position Value

$2,324,839

+$1,723,549 QoQ

Shares Held

109,714

+365.3% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#163

of 656 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

VARCOV Co. holds $3,191,049 across 3 Agricultural Inputs names. MOS ranks #1 (72.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MOS	Mosaic Co This page	109,714	$2,324,839
2	FMC	Fmc Corp	49,698	$571,527
3	CF	CF Industries Holdings, Inc.	2,722	$294,683

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,324,839	109,714	+365.3%	Shares	Sole	2026-08-14
2026-03-31	$601,290	23,580	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.