Institutions / VELA Investment Management, LLC
VELA Investment Management, LLC
CIK 1895612 · Institution · as of Dec 31, 2025
Portfolio value
$371.87M
Positions
131
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 131 →
| Company | Value | % of portfolio |
|---|---|---|
| Kirby Corp | $16.97M | 4.6% |
| Hub Group, Inc. | $13.70M | 3.7% |
| Warren E. Buffett | $11.77M | 3.2% |
| Alphabet Inc. | $11.73M | 3.2% |
| Criteo S.A. | $11.36M | 3.1% |
| Wix.com Ltd. | $10.18M | 2.7% |
| Lincoln Electric Holdings Inc | $9.07M | 2.4% |
| Amazon.com Inc | $9.04M | 2.4% |
| Csx Corp | $6.96M | 1.9% |
| Johnson & Johnson | $6.85M | 1.8% |
| Cactus, Inc. | $6.67M | 1.8% |
| Sysco Corp | $6.34M | 1.7% |
| Arch Capital Group Ltd. | $5.93M | 1.6% |
| Walt Disney Co | $5.93M | 1.6% |
| Graham Holdings Co | $5.40M | 1.5% |
| Applied Industrial Technologies Inc | $5.32M | 1.4% |
| Axis Capital Holdings Ltd | $5.15M | 1.4% |
| Carlisle Companies Inc | $5.02M | 1.4% |
| Thermo Fisher Scientific Inc. | $4.93M | 1.3% |
| Bruker Corp | $4.84M | 1.3% |
| Pepsico Inc | $4.73M | 1.3% |
| Pool Corp | $4.71M | 1.3% |
| Copa Holdings, S.A. | $4.51M | 1.2% |
| Alamos Gold Inc | $4.48M | 1.2% |
| ANTERO RESOURCES Corp | $4.45M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.