VARCOV Co.

Position in MUSA — Murphy USA Inc.

CIK 2078837 DARIEN, CT

Position in MUSA

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

Position Value

$1,025,481

New position

Shares Held

2,076

first reported quarter

Ownership

0.011%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

VARCOV Co. holds $5,009,266 across 5 Specialty Retail names. MUSA ranks #3 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BBWI	Bath & Body Works, Inc.	100,695	$1,879,975
2	FIVE	Five Below, Inc	8,172	$1,867,138
3	MUSA	Murphy USA Inc. This page	2,076	$1,025,481
4	ARHS	Arhaus, Inc.	19,469	$131,999
5	SVV	Savers Value Village, Inc.	14,069	$104,673

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,025,481	2,076	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.