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 ($13.70M).
The chart below shows the top 10 valuable assets, and the table below shows the top 139 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
VELA Investment Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | 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 |