VELA Investment Management, LLC Q1 2025 Filing
Filed April 29, 2025
Portfolio Value
$318.9M
Holdings
131
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (131 positions)
| Stock | Value |
|---|---|
KEXKirby Corp | $13.2M |
BRK/BBerkshire Hathaway Inc Cl B | $10.4M |
HUBGHub Group Inc | $9.3M |
GOOGLAlphabet Inc | $8.2M |
AMZNAmazon.com Inc | $8.1M |
GHCGraham Holdings Co | $8.0M |
SPYSPDR S&P 500 ETF Trust | $7.0M |
CRTOCriteo SA | $6.7M |
JNJJohnson & Johnson | $6.5M |
SYYSysco Corp | $6.4M |
LECOLincoln Electric Holdings Inc | $6.3M |
COKECoca-Cola Consolidated Inc | $5.3M |
ACGLArch Capital Group Ltd | $5.2M |
AITApplied Industrial Technologie | $4.9M |
MSFTMicrosoft Corp | $4.9M |
DISWalt Disney Co/The | $4.6M |
CSXCSX Corp | $4.5M |
PEPPepsiCo Inc | $4.5M |
AGIAlamos Gold Inc | $4.5M |
ABTAbbott Laboratories | $4.3M |
AXSAxis Capital Holdings Ltd | $4.2M |
NOCNorthrop Grumman Corp | $4.1M |
VVVValvoline Inc | $4.0M |
MMM3M Co | $3.8M |
PFGCPerformance Food Group Co | $3.7M |
METAMeta Platforms Inc | $3.5M |
CIVICivitas Resources Inc | $3.4M |
GBXGreenbrier Cos Inc/The | $3.4M |
FISFidelity National Information | $3.3M |
CPACopa Holdings SA | $3.2M |
SBUXStarbucks Corp | $3.2M |
TAT&T Inc | $3.1M |
MAMAMama's Creations Inc | $3.1M |
WIXWix.com Ltd | $3.1M |
BATRAAtlanta Braves Holdings Inc | $3.0M |
AGOAssured Guaranty Ltd | $3.0M |
MOAltria Group Inc | $3.0M |
WHDCactus Inc. A | $2.9M |
EHCEncompass Health Corp | $2.9M |
TRVCCitigroup Inc | $2.9M |
BRKRBruker Corp | $2.9M |
RRCRange Resources Corp | $2.8M |
SEBSeaboard Corp | $2.6M |
ABBVAbbVie Inc | $2.5M |
BACBank of America Corp | $2.5M |
SUSuncor Energy Inc | $2.5M |
ADSKAutodesk Inc | $2.5M |
AGMFederal Agric Mtg Corp Cl C | $2.4M |
MOVMovado Group PLC | $2.4M |
BKNGBooking Holdings Inc | $2.3M |
ARAntero Resources Corp | $2.3M |
BOKFBOK Financial Corp | $2.3M |
BKRBaker Hughes Co | $2.2M |
TTEKTetra Tech Inc | $2.1M |
ZTSZoetis Inc | $2.1M |
ASHAshland Inc | $2.0M |
JBHTJB Hunt Transport Services Inc | $1.9M |
SRCE1st Source Corp | $1.9M |
MPLXMPLX LP | $1.9M |
AFWAlign Technology Inc | $1.9M |
FROGJFrog Ltd | $1.9M |
UBERUber Technologies Inc | $1.9M |
SCHWCharles Schwab Corp/The | $1.8M |
MCHPMicrochip Technology Inc | $1.8M |
NOWServiceNow Inc | $1.8M |
ADBEAdobe Inc | $1.7M |
SIBNSI-BONE Inc | $1.7M |
TERTeradyne Inc | $1.7M |
NKENIKE Inc | $1.7M |
VVisa Inc | $1.7M |
INDVIndivior PLC | $1.7M |
JBIJanus International Group IN | $1.7M |
BWXTBWX Technologies Inc | $1.6M |
EPAMEPAM Systems Inc | $1.6M |
OLLIOllie's Bargain Outlet Holding | $1.6M |
SNCYSun Country Airlines Holding | $1.6M |
METMetLife Inc | $1.6M |
WTHWorthington Inc | $1.6M |
TSLATesla Inc | $1.6M |
NFGNational Fuel Gas Co NJ | $1.5M |
SEMRSEMrush Holdings Inc | $1.5M |
WNCWabash National Corp | $1.4M |
LYBLyondellBasell Industries NV | $1.3M |
ACNAccenture PLC | $1.3M |
HDHome Depot Inc/The | $1.3M |
CRMSalesforce Inc | $1.3M |
TJXTJX Cos Inc/The | $1.3M |
DEDeere & Co | $1.2M |
TMOThermo Fisher Scientific Inc | $1.2M |
ELVElevance Health Inc | $1.2M |
ONTOOnto Innovation Inc | $1.1M |
NOMDNomad Foods LTD | $1.1M |
TSNTyson Foods Inc | $1.1M |
CASYCasey's General Stores Inc | $1.1M |
WDAYWorkday Inc | $1.1M |
CFRCullen/Frost Bankers Inc | $1.0M |
GTXGarrett Motion Inc. | $1.0M |
FDXFedEx Corp | $1.0M |
MDTMedtronic PLC | $961K |
AZNAstraZeneca PLC | $944K |
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