VARCOV Co.

Position in UNFI — United Natural Foods Inc

CIK 2078837 DARIEN, CT

Position in UNFI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,439,564

+$553,168 QoQ

Shares Held

31,521

+19.7% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#115

of 360 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

VARCOV Co. holds $3,522,570 across 3 Food Distribution names. UNFI ranks #2 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVO	Mission Produce, Inc.	151,794	$1,789,651
2	UNFI	United Natural Foods Inc This page	31,521	$1,439,564
3	USFD	US Foods Holding Corp.	2,869	$293,355

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,439,564	31,521	+19.7%	Shares	Sole	2026-08-14
2025-12-31	$886,396	26,326	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.