§ 13F · FUND PROFILE
VELA Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $410M (13F)Positions · 174Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$27M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | KEX | Kirby Corp | 144K | $19M | 4.4% | −4% |
| 2 | CRTO | Criteo SA | 822K | $15M | 3.4% | +49% |
| 3 | WIX | Wix.com Ltd | 126K | $11M | 2.6% | +41% |
| 4 | WOR | Worthington Inc | 217K | $11M | 2.6% | +177% |
| 5 | BRK/B | Berkshire Hathaway Inc Cl B | 23K | $11M | 2.6% | −1% |
| 6 | HUBG | Hub Group Inc | 304K | $11M | 2.5% | −5% |
| 7 | GOOGL | Alphabet Inc | 37K | $11M | 2.4% | −2% |
| 8 | AMZN | Amazon.com Inc | 44K | $9M | 2.1% | +9% |
| 9 | LECO | Lincoln Electric Holdings Inc | 35K | $9M | 2.0% | −8% |
| 10 | POOL | Pool Corp | 37K | $8M | 1.7% | +81% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VELA SIGNAL
AC read
VELA Investment Management, LLC is a Other fund managing $410 million in assets. The fund runs a portfolio of 174 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed