VELA Investment Management, LLC Q4 2024 Filing
Filed February 5, 2025
Portfolio Value
$359.0M
Holdings
139
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (139 positions)
| Stock | Value |
|---|---|
SPYSPDR S&P 500 ETF Trust | $14.1M |
GOOGLAlphabet Inc | $13.9M |
KEXKirby Corp | $13.2M |
AMZNAmazon.com Inc | $11.3M |
HUBGHub Group Inc | $11.2M |
NVDANvidia Corp | $10.2M |
BRK/BBerkshire Hathaway Inc Cl B | $9.7M |
GHCGraham Holdings Co | $8.5M |
MSFTMicrosoft Corp | $6.5M |
CRTOCriteo SA | $6.2M |
GBXGreenbrier Cos Inc/The | $6.1M |
TSLATesla Inc | $5.5M |
JNJJohnson & Johnson | $5.4M |
NOWServiceNow Inc | $5.3M |
AITApplied Industrial Technologie | $5.2M |
COKECoca-Cola Consolidated Inc | $5.0M |
LECOLincoln Electric Holdings Inc | $4.9M |
CIVICivitas Resources Inc | $4.9M |
SYYSysco Corp | $4.6M |
ACGLArch Capital Group Ltd | $4.6M |
DISWalt Disney Co/The | $4.3M |
AXSAxis Capital Holdings Ltd | $4.2M |
ABTAbbott Laboratories | $4.0M |
METAMeta Platforms Inc | $3.9M |
SBUXStarbucks Corp | $3.8M |
ADSKAutodesk Inc | $3.8M |
RRCRange Resources Corp | $3.7M |
AGIAlamos Gold Inc | $3.7M |
PFGCPerformance Food Group Co | $3.6M |
MMM3M Co | $3.5M |
CRMSalesforce Inc | $3.3M |
MAMAMama's Creations Inc | $3.2M |
TRVCCitigroup Inc | $3.1M |
AGOAssured Guaranty Ltd | $3.1M |
CPACopa Holdings SA | $3.1M |
VVVValvoline Inc | $3.0M |
BKRBaker Hughes Co | $3.0M |
MDTMedtronic PLC | $3.0M |
NOCNorthrop Grumman Corp | $3.0M |
BATRAAtlanta Braves Holdings Inc | $2.9M |
FISFidelity National Information | $2.8M |
ASHAshland Inc | $2.8M |
ACNAccenture PLC | $2.7M |
FROGJFrog Ltd | $2.7M |
EPDEnterprise Products Partners L | $2.7M |
PEPPepsiCo Inc | $2.7M |
BACBank of America Corp | $2.7M |
NDQInvesco QQQ Trust Series 1 | $2.7M |
EHCEncompass Health Corp | $2.6M |
MOAltria Group Inc | $2.6M |
CSXCSX Corp | $2.6M |
ARAntero Resources Corp | $2.6M |
CASYCasey's General Stores Inc | $2.6M |
TAT&T Inc | $2.5M |
TTEKTetra Tech Inc | $2.5M |
SEBSeaboard Corp | $2.3M |
ABBVAbbVie Inc | $2.3M |
WIXWix.com Ltd | $2.3M |
BOKFBOK Financial Corp | $2.3M |
SUSuncor Energy Inc | $2.3M |
CFRCullen/Frost Bankers Inc | $2.3M |
—Indivior PLC | $2.3M |
TDWTidewater Inc | $2.3M |
FDXFedEx Corp | $2.2M |
MOVMovado Group PLC | $2.2M |
SRCE1st Source Corp | $2.2M |
NKENIKE Inc | $2.1M |
TERTeradyne Inc | $1.9M |
WHDCactus Inc. A | $1.9M |
GSGoldman Sachs Group Inc/The | $1.8M |
BWXTBWX Technologies Inc | $1.8M |
SCHWCharles Schwab Corp/The | $1.7M |
AGMFederal Agric Mtg Corp Cl C | $1.7M |
SIBNSI-BONE Inc | $1.7M |
EPAMEPAM Systems Inc | $1.7M |
BKNGBooking Holdings Inc | $1.6M |
CNMCore & Main Inc | $1.6M |
METMetLife Inc | $1.6M |
VVisa Inc | $1.6M |
MPLXMPLX LP | $1.5M |
SNCYSun Country Airlines Holding | $1.5M |
OLLIOllie's Bargain Outlet Holding | $1.5M |
JBHTJB Hunt Transport Services Inc | $1.5M |
ZTSZoetis Inc | $1.5M |
MCHPMicrochip Technology Inc | $1.5M |
PYPLPayPal Holdings Inc | $1.4M |
ZBRAZebra Technologies Corp Cl A | $1.4M |
ARKKARK Innovation ETF | $1.3M |
TJXTJX Cos Inc/The | $1.2M |
WTHWorthington Inc | $1.2M |
UBERUber Technologies Inc | $1.2M |
HDHome Depot Inc/The | $1.2M |
BRKRBruker Corp | $1.2M |
JBIJanus International Group IN | $1.2M |
DEDeere & Co | $1.1M |
AZNAstraZeneca PLC | $953K |
XRAYDENTSPLY Sirona Inc | $932K |
GTXGarrett Motion Inc. | $883K |
SEMRSEMrush Holdings Inc | $866K |
ROIVRoivant Sciences Ltd | $817K |
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