Institutions / VELA Investment Management, LLC / Holdings

VELA Investment Management, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Jack Henry & Associates Inc	—	$2.55M	13,988	0.7%
Simpson Manufacturing Co., Inc.	—	$2.50M	15,505	0.7%
Supernus Pharmaceuticals Inc	—	$2.48M	49,910	0.7%
Janus International Group, Inc.	—	$2.46M	375,487	0.7%
NET Lease Office Properties	—	$2.43M	94,327	0.7%
Suncor Energy Inc	—	$2.41M	54,368	0.6%
RANGE RESOURCES CORP	—	$2.34M	66,496	0.6%
Globus Medical Inc	—	$2.32M	26,597	0.6%
Proficient Auto Logistics, IncPAL	Common Stock	$2.31M	239,980	0.6%
TORO CO	—	$2.22M	28,250	0.6%
BOK FINANCIAL CORPBOKF	Common Stock	$2.11M	17,849	0.6%
NATIONAL FUEL GAS CO	—	$2.07M	25,806	0.6%
Meta Platforms Inc	—	$1.98M	3,000	0.5%
CITIGROUP INC	—	$1.93M	16,504	0.5%
MPLX LPMPLX	MLP	$1.89M	35,346	0.5%
Zoetis Inc.	—	$1.87M	14,873	0.5%
MetLife Inc	—	$1.85M	23,444	0.5%
Salesforce Inc	—	$1.81M	6,843	0.5%
SPS Commerce Inc	—	$1.80M	20,171	0.5%
Encompass Health Corp	—	$1.78M	16,776	0.5%
Ingles Markets Inc	—	$1.70M	24,833	0.5%
AbbVie Inc.	—	$1.70M	7,445	0.5%
TIDEWATER INC	—	$1.69M	33,369	0.5%
BRP INC/CA- Sub-Voting	—	$1.65M	23,335	0.4%
Nomad Foods Ltd	—	$1.53M	122,400	0.4%
NEWMARKET CORP	—	$1.52M	2,211	0.4%
Visa Inc	—	$1.49M	4,239	0.4%
TotalEnergies SE	—	$1.48M	22,600	0.4%
Baker Hughes Co	—	$1.46M	32,122	0.4%
BBB Foods Inc	—	$1.44M	43,100	0.4%
TJX Cos Inc/The	—	$1.44M	9,358	0.4%
NIKE, Inc.	—	$1.43M	22,495	0.4%
SCHWAB CHARLES CORP	—	$1.43M	14,273	0.4%
Corpay Inc	—	$1.39M	4,632	0.4%
OCTAVE SPECIALTY GROUP INC	—	$1.39M	178,752	0.4%
BANK OF AMERICA CORP /DE	—	$1.38M	25,065	0.4%
Booking Holdings Inc	—	$1.37M	255	0.4%
FedEx Corp	—	$1.36M	4,722	0.4%
HOME DEPOT, INC.	—	$1.35M	3,927	0.4%
Autodesk, Inc.	—	$1.32M	4,470	0.4%
TYSON FOODS INC	—	$1.31M	22,339	0.4%
AstraZeneca PLC	—	$1.29M	13,987	0.3%
PROCEPT BioRobotics Corp	—	$1.20M	38,238	0.3%
ServiceNow Inc	—	$1.16M	7,595	0.3%
Etsy Inc	—	$1.11M	20,075	0.3%
Arcos Dorados Holdings Inc	—	$1.11M	151,000	0.3%
Globant S.A.	—	$1.10M	16,800	0.3%
3M CO	—	$1.04M	6,474	0.3%
DECKERS OUTDOOR CORP	—	$1.03M	9,903	0.3%
ADOBE INC.	—	$1.02M	2,920	0.3%