VARCOV Co.

Position in SANM — Sanmina Corp

CIK 2078837 DARIEN, CT

Position in SANM

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

Position Value

$1,520,936

New position

Shares Held

11,732

first reported quarter

Ownership

0.022%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

VARCOV Co. holds $2,895,519 across 5 Electronic Components names. SANM ranks #1 (52.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SANM	Sanmina Corp This page	11,732	$1,520,936
2	LYTS	Lsi Industries Inc	23,433	$435,853
3	CTS	Cts Corp	9,006	$430,126
4	RAL	Ralliant Corp	6,883	$286,263
5	VICR	Vicor Corp	1,381	$222,341

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,520,936	11,732	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.