CIK 1895612
VELA Investment Management, LLC
Institutional 13F holdings & portfolio
Holdings
138
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 138
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| KEX | Kirby Corp | 154K | $1M+ | SH |
| HUBG | Hub Group Inc | 321K | $1M+ | SH |
| BRK.B | Berkshire Hathaway Inc Cl B | 23K | $1M+ | SH |
| GOOGL | Alphabet Inc | 37K | $1M+ | SH |
| CRTO | Criteo SA | 551K | $1M+ | SH |
| WIX | Wix.com Ltd | 98K | $1M+ | SH |
| LECO | Lincoln Electric Holdings Inc | 38K | $1M+ | SH |
| AMZN | Amazon.com Inc | 39K | $1M+ | SH |
| CSX | CSX Corp | 192K | $1M+ | SH |
| JNJ | Johnson & Johnson | 33K | $1M+ | SH |
| WHD | Cactus Inc. A | 146K | $1M+ | SH |
| SYY | Sysco Corp | 86K | $1M+ | SH |
| ACGL | Arch Capital Group Ltd | 62K | $1M+ | SH |
| DIS | Walt Disney Co/The | 52K | $1M+ | SH |
| GHC | Graham Holdings Co | 5K | $1M+ | SH |
| ARKK | ARK Innovation ETF | 70K | $1M+ | SH (Put) |
| AIT | Applied Industrial Technologie | 21K | $1M+ | SH |
| AXS | Axis Capital Holdings Ltd | 48K | $1M+ | SH |
| CSL | Carlisle Cos Inc | 16K | $1M+ | SH |
| TMO | Thermo Fisher Scientific Inc | 9K | $1M+ | SH |
| BRKR | Bruker Corp | 103K | $1M+ | SH |
| PEP | PepsiCo Inc | 33K | $1M+ | SH |
| POOL | Pool Corp | 21K | $1M+ | SH |
| CPA | Copa Holdings SA | 37K | $1M+ | SH |
| AGI | Alamos Gold Inc | 116K | $1M+ | SH |
| AR | Antero Resources Corp | 129K | $1M+ | SH |
| GBX | Greenbrier Cos Inc/The | 93K | $1M+ | SH |
| TER | Teradyne Inc | 22K | $1M+ | SH |
| COKE | Coca-Cola Consolidated Inc | 28K | $1M+ | SH |
| WOR | Worthington Inc | 78K | $1M+ | SH |
| MUSA | Murphy USA Inc. | 10K | $1M+ | SH |
| ACN | Accenture PLC | 15K | $1M+ | SH |
| VVV | Valvoline Inc | 134K | $1M+ | SH |
| MOV | Movado Group PLC | 185K | $1M+ | SH |
| GLD | SPDR Gold Shares | 9K | $1M+ | SH (Put) |
| MSFT | Microsoft Corp | 7K | $1M+ | SH |
| BATRK | Atlanta Braves Holdings Inc | 88K | $1M+ | SH |
| NOC | Northrop Grumman Corp | 6K | $1M+ | SH |
| SNCY | Sun Country Airlines Holding | 239K | $1M+ | SH |
| ABT | Abbott Laboratories | 27K | $1M+ | SH |
| FIS | Fidelity National Information | 51K | $1M+ | SH |
| FOUR | Shift 4 Payments Inc. Cl A | 53K | $1M+ | SH |
| EPAM | EPAM Systems Inc | 16K | $1M+ | SH |
| AGO | Assured Guaranty Ltd | 35K | $1M+ | SH |
| GIL | Gildan Activewear Inc | 50K | $1M+ | SH |
| MAMA | Mama's Creations Inc | 227K | $1M+ | SH |
| ALGN | Align Technology Inc | 19K | $1M+ | SH |
| PFGC | Performance Food Group Co | 31K | $1M+ | SH |
| IBP | Installed Bldg Prods Inc | 11K | $1M+ | SH |
| SIBN | SI-BONE Inc | 140K | $1M+ | SH |