VARCOV Co.

Position in STRA — Strategic Education, Inc.

CIK 2078837 DARIEN, CT

Position in STRA

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

Position Value

$454,040

New position

Shares Held

5,473

first reported quarter

Ownership

0.024%

of shares outstanding

% of Portfolio

0.17%

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")%

Consumer Defensive · as of Mar 31, 2026

VARCOV Co. holds $1,896,262 across 4 Education & Training Services names. STRA ranks #3 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UTI	Universal Technical Institute Inc	18,071	$652,363
2	MH	McGraw Hill, Inc.	37,860	$518,682
3	STRA	Strategic Education, Inc. This page	5,473	$454,040
4	COUR	Coursera, Inc.	46,594	$271,177

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$454,040	5,473	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.