VELA Investment Management, LLC Q2 2025 Filing
Filed July 29, 2025
Portfolio Value
$368.9M
Holdings
133
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (133 positions)
| Stock | Value |
|---|---|
KEXKirby Corp | $16.3M |
BRK/BBerkshire Hathaway Inc Cl B | $14.1M |
HUBGHub Group Inc | $10.3M |
GOOGLAlphabet Inc | $9.6M |
CRTOCriteo SA | $8.4M |
AMZNAmazon.com Inc | $8.3M |
LECOLincoln Electric Holdings Inc | $8.3M |
VVVValvoline Inc | $7.9M |
SYYSysco Corp | $6.6M |
GHCGraham Holdings Co | $6.6M |
MSFTMicrosoft Corp | $6.3M |
DISWalt Disney Co/The | $6.2M |
JNJJohnson & Johnson | $5.8M |
AITApplied Industrial Technologie | $5.7M |
CSXCSX Corp | $5.7M |
ACGLArch Capital Group Ltd | $5.2M |
BRKRBruker Corp | $5.1M |
WHDCactus Inc. A | $5.0M |
PFGCPerformance Food Group Co | $4.8M |
WIXWix.com Ltd | $4.8M |
SPYSPDR S&P 500 ETF Trust | $4.6M |
AXSAxis Capital Holdings Ltd | $4.6M |
COKECoca-Cola Consolidated Inc | $4.4M |
AFWAlign Technology Inc | $4.2M |
METAMeta Platforms Inc | $4.2M |
TERTeradyne Inc | $4.1M |
NKENIKE Inc | $4.1M |
AGIAlamos Gold Inc | $4.0M |
CPACopa Holdings SA | $3.9M |
ABTAbbott Laboratories | $3.9M |
GBXGreenbrier Cos Inc/The | $3.7M |
NOCNorthrop Grumman Corp | $3.7M |
BATRAAtlanta Braves Holdings Inc | $3.7M |
FISFidelity National Information | $3.6M |
TRVCCitigroup Inc | $3.6M |
PEPPepsiCo Inc | $3.5M |
TTEKTetra Tech Inc | $3.5M |
RRCRange Resources Corp | $3.4M |
NOWServiceNow Inc | $3.3M |
ZTSZoetis Inc | $3.2M |
TAT&T Inc | $3.2M |
POOLPool Corp | $3.2M |
MOVMovado Group PLC | $3.0M |
AGOAssured Guaranty Ltd | $3.0M |
EHCEncompass Health Corp | $3.0M |
AGMFederal Agric Mtg Corp Cl C | $3.0M |
WNCWabash National Corp | $2.9M |
MOAltria Group Inc | $2.9M |
BKNGBooking Holdings Inc | $2.9M |
ABBVAbbVie Inc | $2.9M |
MPLXMPLX LP | $2.9M |
ARAntero Resources Corp | $2.9M |
MAMAMama's Creations Inc | $2.8M |
BACBank of America Corp | $2.7M |
SNCYSun Country Airlines Holding | $2.5M |
SUSuncor Energy Inc | $2.5M |
ADSKAutodesk Inc | $2.5M |
BWXTBWX Technologies Inc | $2.5M |
ACNAccenture PLC | $2.4M |
SIBNSI-BONE Inc | $2.4M |
JBIJanus International Group IN | $2.3M |
IBPInstalled Bldg Prods Inc | $2.3M |
TMOThermo Fisher Scientific Inc | $2.3M |
BOKFBOK Financial Corp | $2.2M |
SBUXStarbucks Corp | $2.2M |
CRMSalesforce Inc | $2.2M |
SCHWCharles Schwab Corp/The | $2.1M |
MMM3M Co | $2.1M |
SRCE1st Source Corp | $2.1M |
UBERUber Technologies Inc | $2.1M |
SEBSeaboard Corp | $2.1M |
LYBLyondellBasell Industries NV | $2.0M |
WTHWorthington Inc | $2.0M |
BKRBaker Hughes Co | $1.8M |
METMetLife Inc | $1.7M |
NFGNational Fuel Gas Co NJ | $1.7M |
FOURShift 4 Payments Inc. Cl A | $1.7M |
EPAMEPAM Systems Inc | $1.6M |
—Indivior PLC | $1.5M |
ARKKARK Innovation ETF | $1.5M |
JNJJohnson & Johnson | $1.5M |
VVisa Inc | $1.5M |
ASHAshland Inc | $1.5M |
NLOPNet Lease Office Properties | $1.5M |
SEMRSEMrush Holdings Inc | $1.5M |
NEUNewMarket Corp | $1.5M |
ADBEAdobe Inc | $1.4M |
FROGJFrog Ltd | $1.4M |
ELVElevance Health Inc | $1.4M |
DEDeere & Co | $1.3M |
HDHome Depot Inc/The | $1.3M |
NOMDNomad Foods LTD | $1.3M |
TJXTJX Cos Inc/The | $1.2M |
KKRKKR & Co Inc Cl A | $1.1M |
OLLIOllie's Bargain Outlet Holding | $1.1M |
DOOBRP INC/CA- Sub-Voting | $1.1M |
AZNAstraZeneca PLC | $1.0M |
FDXFedEx Corp | $1.0M |
TSNTyson Foods Inc | $989K |
TBBBBBB Foods Inc | $952K |
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