VELA Investment Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, VELA Investment Management, LLC held in its portfolio 139 assets valued at $425,048,362 (i.e. $425.05M).

The most valuable assets in the portfolio included: Kirby Corp ($16.97M), Alphabet Inc ($14.57M), and Hub Group Inc ($13.70M).

The chart below shows the top 10 valuable assets, and the table below shows the top 139 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in VELA Investment Management, LLC Portfolio
Kirby Corp
Alphabet Inc
Hub Group Inc
Berkshire Hathaway Inc Cl B
Criteo SA
Amazon.com Inc
Wix.com Ltd
Lincoln Electric Holdings Inc
CSX Corp
Johnson & Johnson
VELA Investment Management, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
Kirby Corp 154048 16973009 COM
Alphabet Inc 46532 14566204 COM
Hub Group Inc 321415 13695493 COM
Berkshire Hathaway Inc Cl B 23410 11767036 COM
Criteo SA 551407 11364498 ADR
Amazon.com Inc 49184 11352651 COM
Wix.com Ltd 101974 10594079 COM
Lincoln Electric Holdings Inc 37840 9067978 COM
CSX Corp 191927 6957354 COM
Johnson & Johnson 33116 6853259 COM
State Street Spdr S&P 500 Etf 10000 6819200 COM
Cactus Inc. A 146042 6671199 COM
Arch Capital Group Ltd 66807 6408127 COM
Sysco Corp 86042 6340435 COM
Walt Disney Co/The 52087 5925994 COM
Microsoft Corp 11268 5449670 COM
Graham Holdings Co 4919 5404013 COM
ARK Innovation ETF 70000 5384400 COM
Applied Industrial Technologie 20734 5323869 COM
Axis Capital Holdings Ltd 48136 5154884 COM
Carlisle Cos Inc 15706 5023721 COM
Thermo Fisher Scientific Inc 8508 4929961 COM
Bruker Corp 102700 4838197 COM
PepsiCo Inc 32979 4733146 COM
Pool Corp 20578 4707217 COM
Accenture PLC 17503 4696055 COM
Copa Holdings SA 37393 4509970 COM
Alamos Gold Inc 116144 4480836 COM
Antero Resources Corp 129130 4449820 COM
Greenbrier Cos Inc/The 92695 4332564 COM
EPAM Systems Inc 20939 4289982 COM
Teradyne Inc 22060 4269934 COM
Coca-Cola Consolidated Inc 27818 4264499 COM
Align Technology Inc 26995 4215269 COM
Citigroup Inc 35004 4084617 COM
Worthington Inc 78306 4038240 COM
Murphy USA Inc. 9765 3940373 COM
Valvoline Inc 133756 3886949 COM
Movado Group PLC 185006 3814824 COM
SPDR Gold Shares 9000 3566790 COM
Atlanta Braves Holdings Inc 88467 3490023 COM
Northrop Grumman Corp 6087 3470868 COM
Sun Country Airlines Holding 239179 3441786 COM
Meta Platforms Inc 5200 3432468 COM
Abbott Laboratories 27229 3411521 COM
Fidelity National Information 51092 3395574 COM
Shift 4 Payments Inc. Cl A 52752 3321793 COM
Assured Guaranty Ltd 35109 3155246 COM
Gildan Activewear Inc 49688 3103512 COM
FedEx Corp 10722 3097157 COM
Mama's Creations Inc 226551 3056173 COM
MPLX LP 54446 2905783 COM
Performance Food Group Co 31194 2804964 COM
Installed Bldg Prods Inc 10759 2790777 COM
SI-BONE Inc 140412 2768925 COM
Bank of America Corp 50065 2753575 COM
Seaboard Corp 610 2711340 COM
PPG Industries Inc 25989 2662833 COM
UnitedHealth Group Inc 8004 2642200 COM
MetLife Inc 33444 2640069 COM
Salesforce Inc 9843 2607509 COM
Henry Jack & Assoc Inc 13988 2552530 COM
TJX Cos Inc/The 16358 2512752 COM
Simpson Manufacturing Co Inc. 15505 2503592 COM
Supernus Pharmaceuticals Inc. 49910 2480527 COM
Janus International Group IN 375487 2455685 COM
Zoetis Inc 19373 2437511 COM
Booking Holdings Inc 455 2436675 COM
Net Lease Office Properties 94327 2432693 COM
Suncor Energy Inc 54368 2411764 COM
NIKE Inc 37495 2388806 COM
Baker Hughes Co 52122 2373636 COM
Range Resources Corp 66496 2344649 COM
Globus Med Inc Cl A 26597 2322184 COM
3M Co 14474 2317287 COM
Proficient Auto Logistics Inc 239980 2313407 COM
Toro Co 28250 2223840 COM
BOK Financial Corp 17849 2114393 COM
ServiceNow Inc 13595 2082618 COM
National Fuel Gas Co NJ 25806 2066028 COM
Uber Technologies Inc 22096 1805464 COM
SPS Commerce Inc 20171 1797841 COM
Encompass Health Corp 16776 1780605 COM
Ingles Markets Inc. - Class A 24833 1702302 COM
AbbVie Inc 7445 1701108 COM
Tidewater Inc 33369 1685468 COM
BRP INC/CA- Sub-Voting 23335 1651185 COM
Starbucks Corp 18748 1578770 COM
Deckers Outdoor Corp. 14903 1544994 COM
Nomad Foods LTD 122400 1531224 COM
NewMarket Corp 2211 1519532 COM
Visa Inc 4239 1486660 COM
TotalEnergies SE 22600 1475502 COM
Workday Inc 6835 1468021 COM
BBB Foods Inc 43100 1439109 COM
Charles Schwab Corp/The 14273 1426015 COM
Corpay Inc 4632 1393908 COM
Octave Specialty Group Inc 178752 1390691 COM
Home Depot Inc/The 3927 1351281 COM
Autodesk Inc 4470 1323165 COM
Tyson Foods Inc 22339 1309512 COM
AstraZeneca PLC 13987 1285825 ADR
Taiwan Semiconductor Mfg Ltd S 4000 1215560 ADR
PROCEPT BioRobotics Corp 38238 1202967 COM
American Intl Group Inc 13594 1162967 COM
Etsy Inc 20075 1112958 COM
Arcos Dorados Holdings Inc. -A 151000 1108340 COM
Intel Corp 30000 1107000 COM
Globant SA 16800 1098216 COM
Adobe Inc 2920 1021971 COM
KKR & Co Inc Cl A 7880 1004542 COM
NiSource Inc 23757 992092 COM
BWX Technologies Inc 5695 984324 COM
Deere & Co 1959 912052 COM
Deere & Co 1900 884583 COM
Rocket Cos Inc Cl A 43087 834164 COM
Axsome Therapeutics Inc. 4000 730560 COM
Genuine Parts Co 4800 590208 COM
Vail Resorts Inc 4417 586578 COM
Federal Agric Mtg Corp Cl C 3292 577976 COM
Medtronic PLC 5846 561567 COM
Centene Corp 12500 514375 COM
Avery Dennison Corp 2596 472160 COM
Advanced Micro Devices Inc 2099 449522 COM
First Interstate Bancsys-A 11501 397935 COM
Ionis Pharmaceuticals Inc 5000 395550 COM
Union Pacific Corp 1675 387461 COM
Comcast Corp 12393 370427 COM
Simon Property Group Inc 1988 367999 COM
Linde PLC Shs 859 366269 COM
Boston Properties Inc 4728 319045 COM
Garmin Ltd 1510 306303 COM
Wesco Intl Inc 1146 280357 COM
Northwestern Energy Group Inc 4233 273198 COM
Vanguard Total Stock Market In 797 267210 COM
Mondelez International Inc 4923 265005 COM
Shift4 Payments Inc. 3000 240030 PFD
Texas Instruments Inc 1353 234732 COM
State Street Spdr S&P 500 Etf 327 222988 COM