Position in THO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$833,092
New position
Shares Held
10,428
first reported quarter
Ownership
0.020%
of shares outstanding
% of Portfolio
0.31%
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")%
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026VARCOV Co. holds $2,693,574 across 2 Recreational Vehicles names. THO ranks #2 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOG |
Harley-Davidson, Inc.
|
92,012 | $1,860,482 | |
| 2 | THO |
Thor Industries Inc
This page
|
10,428 | $833,092 |
All Filings in THO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $833,092 | 10,428 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||