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VELA Investment Management, LLC

Portfolio Manager
VELA Investment Management, LLC
Performance
-2.53% (2026 Q1)
AUM (13F)
$436.05M
# of Holdings
136
Performance Rank
Allocation (Top 20)
45.05%

VELA Investment Management, LLC Holdings Map

Top 50 VELA Investment Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
KEX
Kirby Corp
4.85%143.9K$19.1M
-6.59%(-10.15K)
2025-Q1: 130.3K shares2025-Q2: 143.9K shares2025-Q3: 160.5K shares2025-Q4: 154.0K shares2026-Q1: 143.9K shares
$72.65(+78.72%)
2026-03-31
CRTO
Criteo SA
3.74%822.5K$14.7M
+49.16%(+271.06K)
2025-Q1: 188.7K shares2025-Q2: 351.9K shares2025-Q3: 430.2K shares2025-Q4: 551.4K shares2026-Q1: 822.5K shares
$25.44(-25.00%)
2026-03-31
WIX
Wix.com Ltd
2.88%126.1K$11.4M
+28.67%(+28.09K)
2025-Q1: 18.9K shares2025-Q2: 30.4K shares2025-Q3: 57.3K shares2025-Q4: 98.0K shares2026-Q1: 126.1K shares
$141.80(-65.20%)
2026-03-31
WOR
Worthington Inc
2.87%217.1K$11.3M
+177.26%(+138.80K)
2025-Q1: 31.1K shares2025-Q2: 31.4K shares2025-Q3: 38.6K shares2025-Q4: 78.3K shares2026-Q1: 217.1K shares
$50.85(+7.32%)
2026-03-31
BRK.B
Berkshire Hathaway Inc Cl B
2.83%23.3K$11.1M
-0.63%(-148)
2025-Q1: 19.5K shares2025-Q2: 29.0K shares2025-Q3: 23.6K shares2025-Q4: 23.4K shares2026-Q1: 23.3K shares
$368.65(+37.74%)
2026-03-31
HUBG
Hub Group Inc
2.78%304.2K$11.0M
-5.37%(-17.26K)
2025-Q1: 249.7K shares2025-Q2: 309.2K shares2025-Q3: 315.2K shares2025-Q4: 321.4K shares2026-Q1: 304.2K shares
$39.02(+15.18%)
2026-03-31
GOOGL
Alphabet Inc
2.68%36.8K$10.6M
-1.91%(-715)
2025-Q1: 49.7K shares2025-Q2: 49.7K shares2025-Q3: 42.1K shares2025-Q4: 37.5K shares2026-Q1: 36.8K shares
$126.29(+184.99%)
2026-03-31
AMZN
Amazon.com Inc
2.31%43.7K$9.1M
+11.45%(+4.49K)
2025-Q1: 32.6K shares2025-Q2: 37.8K shares2025-Q3: 38.1K shares2025-Q4: 39.2K shares2026-Q1: 43.7K shares
$184.12(+31.80%)
2026-03-31
LECO
Lincoln Electric Holdings Inc
2.19%34.6K$8.6M
-8.47%(-3.21K)
2025-Q1: 33.4K shares2025-Q2: 39.9K shares2025-Q3: 35.1K shares2025-Q4: 37.8K shares2026-Q1: 34.6K shares
$204.38(+26.44%)
2026-03-31
POOL
Pool Corp
1.92%37.3K$7.6M
+81.36%(+16.74K)
2025-Q1: 0 shares2025-Q2: 10.9K shares2025-Q3: 11.0K shares2025-Q4: 20.6K shares2026-Q1: 37.3K shares
$255.17(-13.99%)
2026-03-31

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