VELA Investment Management, LLC

Est. AUM

$436.1M

13F long equity, this entity only

Positions

174

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Kirby Corp	COM	$19.1M	143898	4.38%	SOLE
2	Criteo SA	ADR	$14.7M	822470	3.38%	SOLE
3	Wix.com Ltd	COM	$11.4M	126065	2.60%	SOLE
4	Worthington Inc	COM	$11.3M	217109	2.60%	SOLE
5	Berkshire Hathaway Inc Cl B	COM	$11.1M	23262	2.56%	SOLE
6	Hub Group Inc	COM	$11.0M	304159	2.51%	SOLE
7	Alphabet Inc	COM	$10.6M	36761	2.42%	SOLE
8	Amazon.com Inc	COM	$9.1M	43669	2.09%	SOLE
9	Lincoln Electric Holdings Inc	COM	$8.6M	34635	1.98%	SOLE
10	Pool Corp	COM	$7.6M	37320	1.73%	SOLE
11	CSX Corp	COM	$7.5M	182572	1.72%	SOLE
12	Johnson & Johnson	COM	$7.3M	29860	1.67%	SOLE
13	Carlisle Cos Inc	COM	$7.0M	21006	1.61%	SOLE
14	Cactus Inc. A	COM	$6.9M	144703	1.57%	SOLE
15	Arch Capital Group Ltd	COM	$6.2M	64646	1.42%	SOLE
16	Henry Jack & Assoc Inc	COM	$6.0M	37661	1.36%	SOLE
17	Murphy USA Inc.	COM	$5.9M	11932	1.35%	SOLE
18	Walt Disney Co/The	COM	$5.9M	61015	1.35%	SOLE
19	Accenture PLC	COM	$5.4M	27033	1.23%	SOLE
20	PepsiCo Inc	COM	$5.2M	33343	1.19%	SOLE
21	Greenbrier Cos Inc/The	COM	$5.0M	95269	1.15%	SOLE
22	Axis Capital Holdings Ltd	COM	$4.9M	48036	1.12%	SOLE
23	Thermo Fisher Scientific Inc	COM	$4.7M	9654	1.09%	SOLE
24	Atlanta Braves Holdings Inc	COM	$4.7M	109086	1.07%	SOLE
25	Graham Holdings Co	COM	$4.6M	4323	1.05%	SOLE
26	Copa Holdings SA	COM	$4.5M	39802	1.04%	SOLE
27	Antero Resources Corp	COM	$4.4M	104486	1.02%	SOLE
28	Movado Group PLC	COM	$4.4M	179400	1.00%	SOLE
29	Gildan Activewear Inc	COM	$4.2M	75770	0.97%	SOLE
30	Sun Country Airlines Holding	COM	$4.0M	243658	0.92%	SOLE
31	Alamos Gold Inc	COM	$3.9M	87648	0.89%	SOLE
32	Sysco Corp	COM	$3.8M	52773	0.86%	SOLE
33	Equifax Inc	COM	$3.7M	20635	0.85%	SOLE
34	Valvoline Inc	COM	$3.7M	108766	0.84%	SOLE
35	Booking Holdings Inc	COM	$3.6M	865	0.84%	SOLE
36	Bruker Corp	COM	$3.6M	100526	0.83%	SOLE
37	Interparfums Inc	COM	$3.6M	39724	0.83%	SOLE
38	EPAM Systems Inc	COM	$3.6M	26399	0.82%	SOLE
39	Applied Industrial Technologie	COM	$3.5M	13317	0.81%	SOLE
40	Lamb Weston Holdings Inc	COM	$3.4M	80739	0.78%	SOLE
41	Microsoft Corp	COM	$3.4M	9199	0.78%	SOLE
42	Align Technology Inc	COM	$3.4M	19705	0.77%	SOLE
43	Limbach Holdings Inc.	COM	$3.4M	43106	0.77%	SOLE
44	Performance Food Group Co	COM	$3.4M	39173	0.77%	SOLE
45	National Fuel Gas Co NJ	COM	$3.3M	35064	0.76%	SOLE
46	Encompass Health Corp	COM	$3.2M	33052	0.73%	SOLE
47	Assured Guaranty Ltd	COM	$2.9M	35791	0.67%	SOLE
48	Tidewater Inc	COM	$2.9M	34509	0.66%	SOLE
49	Simpson Manufacturing Co Inc.	COM	$2.8M	16380	0.64%	SOLE
50	Proficient Auto Logistics Inc	COM	$2.8M	412605	0.64%	SOLE

1–50 of 174

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.