VELA Investment Management, LLC — 13F Holdings & Portfolio
CIK 1895612 · latest 13F-HR filed 2026-05-08
VELA Investment Management, LLC manages $436.1M in 13F-reported U.S. long-equity assets across 174 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are KEX (4.39%), CRTO (3.38%), WIX (2.60%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 18 new positions, exited 13, added to 54, and trimmed 40.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$436.1M
Long-equity book
174
Distinct positions
2026-03-31
Filed 2026-05-08
+18 / −13 / ↑54 / ↓40
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Worthington Inc$7.3M +180.3%
- Henry Jack & Assoc Inc$3.4M +133.2%
- Criteo SA$3.4M +29.8%
- Pool Corp$2.8M +60.4%
- Booking Holdings Inc$2.3M +166.7%
Top Trims
- Northrop Grumman Corp-$2.9M -82.3%
- Hub Group Inc-$2.7M -20.0%
- Fidelity National Information-$2.7M -78.4%
- Sysco Corp-$2.6M -40.6%
- Coca-Cola Consolidated Inc-$2.4M -55.6%
New Positions
- Equifax Inc$3.7M
- Interparfums Inc$3.6M
- Lamb Weston Holdings Inc$3.4M
- Limbach Holdings Inc.$3.4M
- Essent Group LTD$2.4M
Exited Positions
- Teradyne Inc$4.3M
- Seaboard Corp$2.7M
- BOK Financial Corp$2.1M
- NewMarket Corp$1.5M
- Octave Specialty Group Inc$1.4M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Kirby Corp | KEX | 497266106 | $19.1M | 4.39% | 143,898 | SH |
| 2 | Criteo SA | CRTO | 226718104 | $14.7M | 3.38% | 822,470 | SH |
| 3 | Wix.com Ltd | WIX | M98068105 | $11.4M | 2.60% | 126,065 | SH |
| 4 | Worthington Inc | WOR | 981811102 | $11.3M | 2.60% | 217,109 | SH |
| 5 | Berkshire Hathaway Inc Cl B | BRK.B | 084670702 | $11.1M | 2.56% | 23,262 | SH |
| 6 | Hub Group Inc | HUBG | 443320106 | $11.0M | 2.51% | 304,159 | SH |
| 7 | Alphabet Inc | GOOGL | 02079K305 | $10.6M | 2.42% | 36,761 | SH |
| 8 | Amazon.com Inc | AMZN | 023135106 | $9.1M | 2.09% | 43,669 | SH |
| 9 | Lincoln Electric Holdings Inc | LECO | 533900106 | $8.6M | 1.98% | 34,635 | SH |
| 10 | Pool Corp | POOL | 73278L105 | $7.6M | 1.73% | 37,320 | SH |
| 11 | CSX Corp | CSX | 126408103 | $7.5M | 1.72% | 182,572 | SH |
| 12 | Johnson & Johnson | JNJ | 478160104 | $7.3M | 1.67% | 29,860 | SH |
| 13 | Carlisle Cos Inc | CSL | 142339100 | $7.0M | 1.61% | 21,006 | SH |
| 14 | Cactus Inc. A | WHD | 127203107 | $6.9M | 1.57% | 144,703 | SH |
| 15 | Arch Capital Group Ltd | ACGL | G0450A105 | $6.2M | 1.42% | 64,646 | SH |
| 16 | Henry Jack & Assoc Inc | JKHY | 426281101 | $6.0M | 1.36% | 37,661 | SH |
| 17 | Murphy USA Inc. | MUSA | 626755102 | $5.9M | 1.35% | 11,932 | SH |
| 18 | Walt Disney Co/The | DIS | 254687106 | $5.9M | 1.35% | 61,015 | SH |
| 19 | Accenture PLC | ACN | G1151C101 | $5.4M | 1.23% | 27,033 | SH |
| 20 | PepsiCo Inc | PEP | 713448108 | $5.2M | 1.19% | 33,343 | SH |
| 21 | Greenbrier Cos Inc/The | GBX | 393657101 | $5.0M | 1.15% | 95,269 | SH |
| 22 | Axis Capital Holdings Ltd | AXS | G0692U109 | $4.9M | 1.12% | 48,036 | SH |
| 23 | Thermo Fisher Scientific Inc | TMO | 883556102 | $4.7M | 1.09% | 9,654 | SH |
| 24 | Atlanta Braves Holdings Inc | BATRK | 047726302 | $4.7M | 1.07% | 109,086 | SH |
| 25 | Graham Holdings Co | GHC | 384637104 | $4.6M | 1.05% | 4,323 | SH |
| 26 | Copa Holdings SA | CPA | P31076105 | $4.5M | 1.04% | 39,802 | SH |
| 27 | Antero Resources Corp | AR | 03674X106 | $4.4M | 1.02% | 104,486 | SH |
| 28 | Movado Group PLC | MOV | 624580106 | $4.4M | 1.00% | 179,400 | SH |
| 29 | Gildan Activewear Inc | GIL | 375916103 | $4.2M | 0.97% | 75,770 | SH |
| 30 | Sun Country Airlines Holding | SNCY | 866683105 | $4.0M | 0.92% | 243,658 | SH |
| 31 | Alamos Gold Inc | AGI | 011532108 | $3.9M | 0.89% | 87,648 | SH |
| 32 | Sysco Corp | SYY | 871829107 | $3.8M | 0.86% | 52,773 | SH |
| 33 | Equifax Inc | EFX | 294429105 | $3.7M | 0.85% | 20,635 | SH |
| 34 | Valvoline Inc | VVV | 92047W101 | $3.7M | 0.84% | 108,766 | SH |
| 35 | Booking Holdings Inc | BKNG | 09857L108 | $3.6M | 0.84% | 865 | SH |
| 36 | Bruker Corp | BRKR | 116794108 | $3.6M | 0.83% | 100,526 | SH |
| 37 | Interparfums Inc | IPAR | 458334109 | $3.6M | 0.83% | 39,724 | SH |
| 38 | EPAM Systems Inc | EPAM | 29414B104 | $3.6M | 0.82% | 26,399 | SH |
| 39 | Applied Industrial Technologie | AIT | 03820C105 | $3.5M | 0.81% | 13,317 | SH |
| 40 | Lamb Weston Holdings Inc | LW | 513272104 | $3.4M | 0.78% | 80,739 | SH |
| 41 | Microsoft Corp | MSFT | 594918104 | $3.4M | 0.78% | 9,199 | SH |
| 42 | Align Technology Inc | ALGN | 016255101 | $3.4M | 0.77% | 19,705 | SH |
| 43 | Limbach Holdings Inc. | LMB | 53263P105 | $3.4M | 0.77% | 43,106 | SH |
| 44 | Performance Food Group Co | PFGC | 71377A103 | $3.4M | 0.77% | 39,173 | SH |
| 45 | National Fuel Gas Co NJ | NFG | 636180101 | $3.3M | 0.76% | 35,064 | SH |
| 46 | Encompass Health Corp | EHC | 29261A100 | $3.2M | 0.73% | 33,052 | SH |
| 47 | Assured Guaranty Ltd | AGO | G0585R106 | $2.9M | 0.67% | 35,791 | SH |
| 48 | Tidewater Inc | TDW | 88642R109 | $2.9M | 0.66% | 34,509 | SH |
| 49 | Simpson Manufacturing Co Inc. | SSD | 829073105 | $2.8M | 0.64% | 16,380 | SH |
| 50 | Proficient Auto Logistics Inc | PAL | 74317M104 | $2.8M | 0.64% | 412,605 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-08 | $436.1M | 174 | 0001895612-26-000004 |
| 2025-12-31 | 2026-02-02 | $425.0M | 169 | 0001895612-26-000002 |