VELA Investment Management
Latest statistics and disclosures from VELA Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are KEX, CRTO, WIX, GOOGL, WOR, and represent 16.35% of VELA Investment Management's stock portfolio.
- Added to shares of these 10 stocks: WOR (+$7.2M), CRTO, WIX, JKHY, EFX, IPAR, LW, POOL, LMB, BKNG.
- Started 21 new stock positions in VOO, BRO, ESNT, MA, ICLR, SLV, ZBRA, IPAR, PYPL, DPZ. OWL, EFX, NFLX, XLE, UHG, AZN, LMB, FLO, CMPR, LW, HLI.
- Reduced shares in these 10 stocks: , TER, , NOC, COKE, ARKK, SEB, SYY, MPLX, .
- Sold out of its positions in ADBE, OSG, AstraZeneca, AVY, BOKF, CNC, GPC, INTC, NEU, NWE. SPY, GLD, SEB, TER, TXN, WDAY.
- VELA Investment Management was a net buyer of stock by $20M.
- VELA Investment Management has $436M in assets under management (AUM), dropping by 2.59%.
- Central Index Key (CIK): 0001895612
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Portfolio Holdings for VELA Investment Management
VELA Investment Management holds 143 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Kirby Corporation (KEX) | 4.5 | $20M | -3% | 148k | 132.88 |
|
| Criteo SA Adr (CRTO) | 3.4 | $15M | +49% | 823k | 17.93 |
|
| Wix (WIX) | 3.0 | $13M | +41% | 144k | 90.07 |
|
| Alphabet Inc Class A cs (GOOGL) | 2.9 | $13M | 44k | 287.56 |
|
|
| Worthington Industries (WOR) | 2.6 | $11M | +177% | 217k | 52.14 |
|
| Amazon (AMZN) | 2.6 | $11M | +9% | 54k | 208.27 |
|
| Berkshire Hathaway (BRK.B) | 2.6 | $11M | 23k | 479.20 |
|
|
| Hub (HUBG) | 2.5 | $11M | -5% | 304k | 36.04 |
|
| Johnson & Johnson (JNJ) | 2.1 | $9.0M | +11% | 37k | 244.44 |
|
| Lincoln Electric Holdings (LECO) | 2.0 | $8.6M | -8% | 35k | 249.08 |
|
| CSX Corporation (CSX) | 1.9 | $8.3M | +5% | 203k | 41.05 |
|
| Pool Corporation (POOL) | 1.7 | $7.6M | +81% | 37k | 202.33 |
|
| Carlisle Companies (CSL) | 1.6 | $7.0M | +33% | 21k | 333.62 |
|
| Cactus Inc - A (WHD) | 1.6 | $6.9M | 145k | 47.37 |
|
|
| Arch Capital Group (ACGL) | 1.5 | $6.5M | 68k | 95.99 |
|
|
| Jack Henry & Associates (JKHY) | 1.4 | $6.0M | +169% | 38k | 158.04 |
|
| Murphy Usa (MUSA) | 1.4 | $5.9M | +22% | 12k | 493.97 |
|
| Walt Disney Company (DIS) | 1.3 | $5.9M | +17% | 61k | 96.38 |
|
| Accenture (ACN) | 1.2 | $5.4M | +54% | 27k | 198.29 |
|
| Pepsi (PEP) | 1.2 | $5.2M | 33k | 155.29 |
|
|
| Greenbrier Companies (GBX) | 1.2 | $5.0M | +2% | 95k | 52.65 |
|
| Axis Capital Holdings (AXS) | 1.1 | $4.9M | 48k | 101.41 |
|
|
| Align Technology (ALGN) | 1.1 | $4.7M | +2% | 28k | 171.43 |
|
| Thermo Fisher Scientific (TMO) | 1.1 | $4.7M | +13% | 9.7k | 491.53 |
|
| Atlanta Braves Hldgs Inc Com Ser C (BATRK) | 1.1 | $4.7M | +23% | 109k | 42.70 |
|
| Graham Hldgs (GHC) | 1.0 | $4.6M | -12% | 4.3k | 1057.26 |
|
| Epam Systems (EPAM) | 1.0 | $4.5M | +59% | 33k | 135.40 |
|
| Copa Holdings Sa-class A (CPA) | 1.0 | $4.5M | +6% | 40k | 113.61 |
|
| Microsoft Corporation (MSFT) | 1.0 | $4.5M | +8% | 12k | 370.17 |
|
| Booking Holdings (BKNG) | 1.0 | $4.5M | +134% | 1.1k | 4210.32 |
|
| Antero Res (AR) | 1.0 | $4.4M | -19% | 105k | 42.44 |
|
| Movado (MOV) | 1.0 | $4.4M | -3% | 179k | 24.42 |
|
| Gildan Activewear Inc Com Cad (GIL) | 1.0 | $4.2M | +52% | 76k | 55.65 |
|
| Sun Ctry Airls Hldgs (SNCY) | 0.9 | $4.0M | 244k | 16.52 |
|
|
| Alamos Gold Inc New Class A (AGI) | 0.9 | $3.9M | -24% | 88k | 44.43 |
|
| SYSCO Corporation (SYY) | 0.9 | $3.8M | -38% | 53k | 71.33 |
|
| Equifax (EFX) | 0.9 | $3.7M | NEW | 21k | 180.07 |
|
| Citigroup (C) | 0.8 | $3.7M | -6% | 33k | 113.41 |
|
| Valvoline Inc Common (VVV) | 0.8 | $3.7M | -18% | 109k | 33.68 |
|
| Bruker Corporation (BRKR) | 0.8 | $3.6M | -2% | 101k | 36.12 |
|
| Inter Parfums (IPAR) | 0.8 | $3.6M | NEW | 40k | 90.84 |
|
| Applied Industrial Technologies (AIT) | 0.8 | $3.5M | -35% | 13k | 265.32 |
|
| Lamb Weston Hldgs (LW) | 0.8 | $3.4M | NEW | 81k | 42.26 |
|
| Limbach Hldgs (LMB) | 0.8 | $3.4M | NEW | 43k | 78.05 |
|
| Performance Food (PFGC) | 0.8 | $3.4M | +25% | 39k | 85.66 |
|
| National Fuel Gas (NFG) | 0.8 | $3.3M | +35% | 35k | 93.96 |
|
| Encompass Health Corp (EHC) | 0.7 | $3.2M | +97% | 33k | 96.73 |
|
| Baker Hughes A Ge Company (BKR) | 0.7 | $3.2M | 52k | 61.05 |
|
|
| Facebook Inc cl a (META) | 0.7 | $2.9M | 5.1k | 572.13 |
|
|
| Assured Guaranty (AGO) | 0.7 | $2.9M | 36k | 81.48 |
|
|
| Tidewater (TDW) | 0.7 | $2.9M | +3% | 35k | 83.55 |
|
| Simpson Manufacturing (SSD) | 0.6 | $2.8M | +5% | 16k | 171.62 |
|
| Proficient Auto Logistics In (PAL) | 0.6 | $2.8M | +71% | 413k | 6.78 |
|
| PPG Industries (PPG) | 0.6 | $2.8M | 26k | 106.88 |
|
|
| Range Resources (RRC) | 0.6 | $2.7M | -8% | 61k | 45.18 |
|
| Taiwan Semiconductor Mfg Ltd S Adr Call Option (TSM) | 0.6 | $2.7M | +100% | 8.0k | 337.95 |
|
| Supernus Pharmaceuticals (SUPN) | 0.6 | $2.7M | +3% | 52k | 51.69 |
|
| Toro Company (TTC) | 0.6 | $2.7M | 29k | 93.44 |
|
|
| salesforce (CRM) | 0.6 | $2.6M | +43% | 14k | 186.67 |
|
| Suncor Energy (SU) | 0.6 | $2.6M | -28% | 39k | 66.11 |
|
| Janus International Group In (JBI) | 0.6 | $2.5M | +31% | 494k | 5.15 |
|
| Deckers Outdoor Corporation (DECK) | 0.6 | $2.5M | +70% | 25k | 100.09 |
|
| TJX Companies (TJX) | 0.6 | $2.5M | -3% | 16k | 159.70 |
|
| MetLife (MET) | 0.6 | $2.5M | +4% | 35k | 70.72 |
|
| Etsy (ETSY) | 0.6 | $2.5M | +146% | 49k | 49.98 |
|
| Shift4 Payments Cl A Ord (FOUR) | 0.6 | $2.5M | +6% | 56k | 43.73 |
|
| Bank of America Corporation (BAC) | 0.6 | $2.4M | 50k | 48.75 |
|
|
| Federal Agricultural Mortgage (AGM) | 0.6 | $2.4M | +396% | 16k | 148.35 |
|
| Si-bone (SIBN) | 0.5 | $2.4M | +33% | 187k | 12.63 |
|
| Essent (ESNT) | 0.5 | $2.4M | NEW | 40k | 58.44 |
|
| Globus Med Inc cl a (GMED) | 0.5 | $2.3M | 27k | 86.16 |
|
|
| Houlihan Lokey Inc cl a (HLI) | 0.5 | $2.3M | NEW | 16k | 143.62 |
|
| Ingles Markets, Incorporated (IMKTA) | 0.5 | $2.3M | 25k | 89.89 |
|
|
| 3M Company (MMM) | 0.5 | $2.2M | +6% | 15k | 145.23 |
|
| UnitedHealth (UNH) | 0.5 | $2.2M | 8.0k | 270.55 |
|
|
| Autodesk (ADSK) | 0.5 | $2.2M | +101% | 9.0k | 239.40 |
|
| Abbott Laboratories (ABT) | 0.5 | $2.1M | -23% | 21k | 102.67 |
|
| Installed Bldg Prods (IBP) | 0.5 | $2.1M | -27% | 7.8k | 265.15 |
|
| FedEx Corporation (FDX) | 0.5 | $2.0M | -46% | 5.7k | 356.18 |
|
| Nike (NKE) | 0.5 | $2.0M | +3% | 39k | 52.82 |
|
| Brp (DOO) | 0.5 | $2.0M | +20% | 28k | 71.81 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.4 | $1.9M | -64% | 9.9k | 191.74 |
|
| Energy Select Sector SPDR (XLE) | 0.4 | $1.9M | NEW | 31k | 61.26 |
|
| Zoetis Inc Cl A (ZTS) | 0.4 | $1.8M | -19% | 16k | 118.21 |
|
| Procept Biorobotics Corp (PRCT) | 0.4 | $1.8M | +91% | 73k | 25.01 |
|
| Servicenow (NOW) | 0.4 | $1.8M | +28% | 18k | 104.55 |
|
| Nomad Foods (NOMD) | 0.4 | $1.8M | +52% | 187k | 9.61 |
|
| Mamamancini's Holdings (MAMA) | 0.4 | $1.8M | -48% | 116k | 15.34 |
|
| Total Sa New Ord F (TTE) | 0.4 | $1.7M | -20% | 18k | 93.22 |
|
| Corpay (CPAY) | 0.4 | $1.7M | +24% | 5.8k | 290.99 |
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| Uber Technologies (UBER) | 0.4 | $1.6M | 22k | 71.93 |
|
|
| Globant S A (GLOB) | 0.4 | $1.6M | +102% | 34k | 46.11 |
|
| NET Lease Office Properties (NLOP) | 0.4 | $1.5M | +41% | 134k | 11.52 |
|
| Ark Etf Tr innovation etf Put Option (ARKK) | 0.3 | $1.5M | -67% | 23k | 67.59 |
|
| SPS Commerce (SPSC) | 0.3 | $1.5M | +32% | 27k | 55.67 |
|
| BBB Foods (TBBB) | 0.3 | $1.4M | -9% | 39k | 35.37 |
|
| Arcos Dorados Holdings (ARCO) | 0.3 | $1.4M | +10% | 167k | 8.25 |
|
| NiSource (NI) | 0.3 | $1.4M | +22% | 29k | 46.66 |
|
| Astrazeneca Plc Ord (AZN) | 0.3 | $1.3M | NEW | 6.6k | 197.22 |
|
| Home Depot (HD) | 0.3 | $1.3M | 3.9k | 328.89 |
|
|
| Visa (V) | 0.3 | $1.3M | 4.2k | 302.24 |
|
|
| Tyson Foods (TSN) | 0.3 | $1.3M | -10% | 20k | 64.07 |
|
| Charles Schwab Corporation (SCHW) | 0.3 | $1.2M | -12% | 12k | 93.98 |
|
| Bwx Technologies (BWXT) | 0.3 | $1.1M | -2% | 5.6k | 204.49 |
|
| Kkr & Co (KKR) | 0.2 | $1.0M | +43% | 11k | 92.50 |
|
| Mplx (MPLX) | 0.2 | $942k | -69% | 17k | 57.07 |
|
| Ionis Pharmaceuticals Call Option (IONS) | 0.2 | $939k | +150% | 13k | 75.09 |
|
| Deere & Company (DE) | 0.2 | $924k | -57% | 1.6k | 563.30 |
|
| American International (AIG) | 0.2 | $844k | -17% | 11k | 75.25 |
|
| iShares Silver Trust Put Option (SLV) | 0.2 | $818k | NEW | 12k | 68.14 |
|
| Abbvie (ABBV) | 0.2 | $751k | -53% | 3.5k | 217.49 |
|
| Fidelity National Information Services (FIS) | 0.2 | $733k | -69% | 16k | 46.91 |
|
| Vail Resorts (MTN) | 0.2 | $715k | +26% | 5.6k | 128.32 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $613k | -85% | 899.00 | 682.24 |
|
| Alphabet Inc Class C cs (GOOG) | 0.1 | $590k | 2.1k | 286.86 |
|
|
| Medtronic (MDT) | 0.1 | $579k | +14% | 6.7k | 86.65 |
|
| Paypal Holdings Call Option (PYPL) | 0.1 | $565k | NEW | 13k | 45.23 |
|
| Netflix (NFLX) | 0.1 | $552k | NEW | 5.7k | 96.15 |
|
| Simon Property (SPG) | 0.1 | $505k | +36% | 2.7k | 186.53 |
|
| Blue Owl Capital Put Option (OWL) | 0.1 | $502k | NEW | 55k | 9.13 |
|
| Rocket Cos (RKT) | 0.1 | $497k | -19% | 35k | 14.25 |
|
| First Interstate Bancsystem (FIBK) | 0.1 | $488k | +26% | 15k | 33.40 |
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| MasterCard Incorporated (MA) | 0.1 | $479k | NEW | 958.00 | 499.66 |
|
| Boston Properties (BXP) | 0.1 | $475k | +93% | 9.1k | 51.90 |
|
| Domino's Pizza (DPZ) | 0.1 | $473k | NEW | 1.3k | 358.79 |
|
| Union Pacific Corporation (UNP) | 0.1 | $427k | +5% | 1.8k | 242.62 |
|
| Linde (LIN) | 0.1 | $426k | 859.00 | 495.76 |
|
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| Comcast Corporation (CMCSA) | 0.1 | $356k | 12k | 28.71 |
|
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| Garmin (GRMN) | 0.1 | $350k | 1.5k | 232.01 |
|
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| Starbucks Corporation (SBUX) | 0.1 | $347k | -79% | 3.9k | 89.58 |
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| Axsome Therapeutics Call Option (AXSM) | 0.1 | $338k | -50% | 2.0k | 169.02 |
|
| Advanced Micro Devices (AMD) | 0.1 | $322k | -24% | 1.6k | 203.43 |
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| Shift4 Payments PFD (FOUR.PA) | 0.1 | $322k | +100% | 6.0k | 53.64 |
|
| Flowers Foods (FLO) | 0.1 | $308k | NEW | 38k | 8.15 |
|
| Zebra Technologies (ZBRA) | 0.1 | $297k | NEW | 1.4k | 209.08 |
|
| Mondelez Int (MDLZ) | 0.1 | $295k | +3% | 5.1k | 57.64 |
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| WESCO International (WCC) | 0.1 | $290k | -7% | 1.1k | 273.62 |
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| Brown & Brown (BRO) | 0.1 | $260k | NEW | 4.0k | 65.21 |
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| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $259k | NEW | 433.00 | 597.78 |
|
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $256k | 797.00 | 320.81 |
|
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| Icon (ICLR) | 0.1 | $221k | NEW | 2.0k | 110.66 |
|
| Cimpress Plc Com Eur0.01 (CMPR) | 0.0 | $200k | NEW | 2.7k | 73.00 |
|
| United Homes Group (UHG) | 0.0 | $65k | NEW | 56k | 1.16 |
|
Past Filings by VELA Investment Management
SEC 13F filings are viewable for VELA Investment Management going back to 2021
- VELA Investment Management 2026 Q1 filed May 8, 2026
- VELA Investment Management 2025 Q4 filed Feb. 2, 2026
- VELA Investment Management 2025 Q3 filed Oct. 30, 2025
- VELA Investment Management 2025 Q2 filed July 29, 2025
- VELA Investment Management 2025 Q1 filed April 29, 2025
- VELA Investment Management 2024 Q4 filed Feb. 5, 2025
- VELA Investment Management 2024 Q3 filed Oct. 29, 2024
- VELA Investment Management 2024 Q2 filed Aug. 5, 2024
- VELA Investment Management 2024 Q1 filed May 13, 2024
- VELA Investment Management 2023 Q4 filed Jan. 30, 2024
- VELA Investment Management 2023 Q3 filed Nov. 7, 2023
- VELA Investment Management 2023 Q2 filed Aug. 8, 2023
- VELA Investment Management 2023 Q1 filed May 8, 2023
- VELA Investment Management 2022 Q4 filed Jan. 31, 2023
- VELA Investment Management 2022 Q3 filed Nov. 10, 2022
- VELA Investment Management 2022 Q2 filed Aug. 11, 2022