VELA Investment Management, LLC Q4 2025 Filing
Filed February 2, 2026
Portfolio Value
$425.0M
Holdings
138
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (138 positions)
| Stock | Value |
|---|---|
KEXKirby Corp | $17.0M |
GOOGLAlphabet Inc | $13.9M |
HUBGHub Group Inc | $13.7M |
BRK/BBerkshire Hathaway Inc Cl B | $11.8M |
CRTOCriteo SA | $11.4M |
AMZNAmazon.com Inc | $11.4M |
WIXWix.com Ltd | $10.6M |
LECOLincoln Electric Holdings Inc | $9.1M |
CSXCSX Corp | $7.0M |
JNJJohnson & Johnson | $6.9M |
SPYState Street Spdr S&P 500 Etf | $6.8M |
WHDCactus Inc. A | $6.7M |
ACGLArch Capital Group Ltd | $6.4M |
SYYSysco Corp | $6.3M |
DISWalt Disney Co/The | $5.9M |
MSFTMicrosoft Corp | $5.4M |
GHCGraham Holdings Co | $5.4M |
ARKKARK Innovation ETF | $5.4M |
AITApplied Industrial Technologie | $5.3M |
AXSAxis Capital Holdings Ltd | $5.2M |
CSLCarlisle Cos Inc | $5.0M |
TMOThermo Fisher Scientific Inc | $4.9M |
BRKRBruker Corp | $4.8M |
PEPPepsiCo Inc | $4.7M |
POOLPool Corp | $4.7M |
ACNAccenture PLC | $4.7M |
CPACopa Holdings SA | $4.5M |
AGIAlamos Gold Inc | $4.5M |
ARAntero Resources Corp | $4.4M |
GBXGreenbrier Cos Inc/The | $4.3M |
EPAMEPAM Systems Inc | $4.3M |
TERTeradyne Inc | $4.3M |
COKECoca-Cola Consolidated Inc | $4.3M |
AFWAlign Technology Inc | $4.2M |
TRVCCitigroup Inc | $4.1M |
WTHWorthington Inc | $4.0M |
MUSAMurphy USA Inc. | $3.9M |
VVVValvoline Inc | $3.9M |
MOVMovado Group PLC | $3.8M |
GQ9SPDR Gold Shares | $3.6M |
BATRAAtlanta Braves Holdings Inc | $3.5M |
NOCNorthrop Grumman Corp | $3.5M |
SNCYSun Country Airlines Holding | $3.4M |
METAMeta Platforms Inc | $3.4M |
ABTAbbott Laboratories | $3.4M |
FISFidelity National Information | $3.4M |
FOURShift 4 Payments Inc. Cl A | $3.3M |
AGOAssured Guaranty Ltd | $3.2M |
GILGildan Activewear Inc | $3.1M |
FDXFedEx Corp | $3.1M |
MAMAMama's Creations Inc | $3.1M |
MPLXMPLX LP | $2.9M |
PFGCPerformance Food Group Co | $2.8M |
IBPInstalled Bldg Prods Inc | $2.8M |
SIBNSI-BONE Inc | $2.8M |
BACBank of America Corp | $2.8M |
SEBSeaboard Corp | $2.7M |
PPGPPG Industries Inc | $2.7M |
UNHUnitedHealth Group Inc | $2.6M |
METMetLife Inc | $2.6M |
CRMSalesforce Inc | $2.6M |
JKHYHenry Jack & Assoc Inc | $2.6M |
TJXTJX Cos Inc/The | $2.5M |
SSDSimpson Manufacturing Co Inc. | $2.5M |
SUPNSupernus Pharmaceuticals Inc. | $2.5M |
JBIJanus International Group IN | $2.5M |
ZTSZoetis Inc | $2.4M |
BKNGBooking Holdings Inc | $2.4M |
NLOPNet Lease Office Properties | $2.4M |
SUSuncor Energy Inc | $2.4M |
NKENIKE Inc | $2.4M |
BKRBaker Hughes Co | $2.4M |
RRCRange Resources Corp | $2.3M |
GMEDGlobus Med Inc Cl A | $2.3M |
MMM3M Co | $2.3M |
PALProficient Auto Logistics Inc | $2.3M |
TTCToro Co | $2.2M |
BOKFBOK Financial Corp | $2.1M |
NOWServiceNow Inc | $2.1M |
NFGNational Fuel Gas Co NJ | $2.1M |
UBERUber Technologies Inc | $1.8M |
SPSCSPS Commerce Inc | $1.8M |
EHCEncompass Health Corp | $1.8M |
IMKTAIngles Markets Inc. - Class A | $1.7M |
ABBVAbbVie Inc | $1.7M |
TDWTidewater Inc | $1.7M |
DOOBRP INC/CA- Sub-Voting | $1.7M |
SBUXStarbucks Corp | $1.6M |
DECKDeckers Outdoor Corp. | $1.5M |
NOMDNomad Foods LTD | $1.5M |
NEUNewMarket Corp | $1.5M |
VVisa Inc | $1.5M |
TTETotalEnergies SE | $1.5M |
WDAYWorkday Inc | $1.5M |
TBBBBBB Foods Inc | $1.4M |
SCHWCharles Schwab Corp/The | $1.4M |
CPAYCorpay Inc | $1.4M |
OSGOctave Specialty Group Inc | $1.4M |
HDHome Depot Inc/The | $1.4M |
ADSKAutodesk Inc | $1.3M |
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