VARCOV Co.

Position in WD — Walker & Dunlop, Inc.

CIK 2078837 DARIEN, CT

Position in WD

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

Position Value

$1,238,736

+$631,582 QoQ

Shares Held

22,646

+124.4% QoQ

Ownership

0.066%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#85

of 266 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

VARCOV Co. holds $6,880,501 across 4 Mortgage Finance names. WD ranks #3 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UWMC	UWM Holdings Corp	1,375,522	$3,149,945
2	PFSI	PennyMac Financial Services, Inc.	25,394	$2,211,817
3	WD	Walker & Dunlop, Inc. This page	22,646	$1,238,736
4	RKT	Rocket Companies, Inc.	17,778	$280,003

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,238,736	22,646	+124.4%	Shares	Sole	2026-08-14
2025-12-31	$607,154	10,094	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.