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 51–100 of 138
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SEB | Seaboard Corp | 610 | $1M+ | SH |
| PPG | PPG Industries Inc | 26K | $1M+ | SH |
| JKHY | Henry Jack & Assoc Inc | 14K | $1M+ | SH |
| SSD | Simpson Manufacturing Co Inc. | 16K | $1M+ | SH |
| SUPN | Supernus Pharmaceuticals Inc. | 50K | $1M+ | SH |
| JBI | Janus International Group IN | 375K | $1M+ | SH |
| NLOP | Net Lease Office Properties | 94K | $1M+ | SH |
| SU | Suncor Energy Inc | 54K | $1M+ | SH |
| RRC | Range Resources Corp | 66K | $1M+ | SH |
| GMED | Globus Med Inc Cl A | 27K | $1M+ | SH |
| PAL | Proficient Auto Logistics Inc | 240K | $1M+ | SH |
| TTC | Toro Co | 28K | $1M+ | SH |
| BOKF | BOK Financial Corp | 18K | $1M+ | SH |
| NFG | National Fuel Gas Co NJ | 26K | $1M+ | SH |
| META | Meta Platforms Inc | 3K | $1M+ | SH |
| C | Citigroup Inc | 17K | $1M+ | SH |
| MPLX | MPLX LP | 35K | $1M+ | SH |
| ZTS | Zoetis Inc | 15K | $1M+ | SH |
| MET | MetLife Inc | 23K | $1M+ | SH |
| CRM | Salesforce Inc | 7K | $1M+ | SH |
| SPSC | SPS Commerce Inc | 20K | $1M+ | SH |
| EHC | Encompass Health Corp | 17K | $1M+ | SH |
| IMKTA | Ingles Markets Inc. - Class A | 25K | $1M+ | SH |
| ABBV | AbbVie Inc | 7K | $1M+ | SH |
| TDW | Tidewater Inc | 33K | $1M+ | SH |
| DOO | BRP INC/CA- Sub-Voting | 23K | $1M+ | SH |
| NOMD | Nomad Foods LTD | 122K | $1M+ | SH |
| NEU | NewMarket Corp | 2K | $1M+ | SH |
| V | Visa Inc | 4K | $1M+ | SH |
| TTE | TotalEnergies SE | 23K | $1M+ | SH |
| BKR | Baker Hughes Co | 32K | $1M+ | SH |
| TBBB | BBB Foods Inc | 43K | $1M+ | SH |
| TJX | TJX Cos Inc/The | 9K | $1M+ | SH |
| NKE | NIKE Inc | 22K | $1M+ | SH |
| SCHW | Charles Schwab Corp/The | 14K | $1M+ | SH |
| CPAY | Corpay Inc | 5K | $1M+ | SH |
| OSG | Octave Specialty Group Inc | 179K | $1M+ | SH |
| BAC | Bank of America Corp | 25K | $1M+ | SH |
| BKNG | Booking Holdings Inc | 255 | $1M+ | SH |
| FDX | FedEx Corp | 5K | $1M+ | SH |
| HD | Home Depot Inc/The | 4K | $1M+ | SH |
| ADSK | Autodesk Inc | 4K | $1M+ | SH |
| TSN | Tyson Foods Inc | 22K | $1M+ | SH |
| AZN | AstraZeneca PLC | 14K | $1M+ | SH |
| TSM | Taiwan Semiconductor Mfg Ltd S | 4K | $1M+ | SH (Call) |
| PRCT | PROCEPT BioRobotics Corp | 38K | $1M+ | SH |
| NOW | ServiceNow Inc | 8K | $1M+ | SH |
| ETSY | Etsy Inc | 20K | $1M+ | SH |
| ARCO | Arcos Dorados Holdings Inc. -A | 151K | $1M+ | SH |
| INTC | Intel Corp | 30K | $1M+ | SH (Put) |