VARCOV Co.

Position in REX — REX AMERICAN RESOURCES Corp

CIK 2078837 DARIEN, CT

Position in REX

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

Position Value

$1,015,481

New position

Shares Held

22,284

first reported quarter

Ownership

0.068%

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%

Basic Materials · as of Mar 31, 2026

VARCOV Co. holds $5,014,763 across 4 Chemicals names. REX ranks #3 (20.2% of the industry book) .

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

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,015,481	22,284	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.