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VIM

VELA Investment Management Portfolio holdings

AUM $468M
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
+6.21%
1 Year Est. Return
+18.47%
3 Year Est. Return
+56.57%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$410M
AUM Growth
+$41.1M
Cap. Flow
+$27.6M
Cap. Flow %
6.73%
Top 10 Hldgs %
26.1%
Holding
190
New
29
Increased
62
Reduced
62
Closed
18

Top Buys

Rank Stock Value
1
WIX icon
WIX.com
WIX
+$4.05M
2
CRTO icon
Criteo S.A. Ordinary Shares
CRTO
+$1.83M
3
ACN icon
Accenture
ACN
+$1.79M
4
MUSA icon
Murphy USA
MUSA
+$1.77M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.71M

Top Sells

Rank Stock Value
1
T icon
AT&T
T
+$3.2M
2
MO icon
Altria Group
MO
+$2.94M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.64M
4
WNC icon
Wabash National
WNC
+$2.25M
5
BRKR icon
Bruker
BRKR
+$1.98M

Sector Composition

Rank Sector Weight
1 Industrials 21.88%
2 Financials 11.22%
3 Technology 10.04%
4 Consumer Discretionary 9.09%
5 Healthcare 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPA icon
26
Copa Holdings
CPA
$5.8B
$4.19M 1.02%
35,276
-465
-1% -$53.2K
AR icon
27
Antero Resources
AR
$10.7B
$4.08M 1%
121,635
+50,611
+71% +$1.69M
GOOGL icon
28
PUT
Alphabet (Google) Class A
GOOGL
$4.33T
$3.89M 0.95%
16,000
+11,000
+220% +$2.3M
MSFT icon
29
Microsoft
MSFT
$3.71T
$3.76M 0.92%
7,268
-364
-5% -$186K
MOV icon
30
Movado Group
MOV
$841M
$3.76M 0.92%
198,351
-1,409
-0.7% -$24.4K
ABT icon
31
Abbott
ABT
$187B
$3.73M 0.91%
27,883
-542
-2% -$71.1K
GBX icon
32
The Greenbrier Companies
GBX
$1.46B
$3.71M 0.91%
80,426
-938
-1% -$44.7K
MSFT icon
33
PUT
Microsoft
MSFT
$3.71T
$3.63M 0.88%
7,000
+2,000
+40% +$1.02M
COKE icon
34
Coca-Cola Consolidated
COKE
$12.8B
$3.55M 0.87%
30,307
-9,428
-24% -$1.09M
RRC icon
35
Range Resources
RRC
$8.95B
$3.52M 0.86%
93,472
+9,296
+11% +$332K
INDV icon
36
Indivior Pharmaceuticals
INDV
$4.58B
$3.44M 0.84%
142,511
+37,484
+36% +$784K
POOL icon
37
Pool Corp
POOL
$7.5B
$3.4M 0.83%
10,967
+76
+0.7% +$23.8K
MAMA icon
38
Mama's Creations
MAMA
$833M
$3.26M 0.79%
309,725
-30,001
-9% -$272K
BATRK icon
39
Atlanta Braves Holdings Series B
BATRK
$3.21B
$3.24M 0.79%
77,960
-1,272
-2% -$56.1K
FIS icon
40
Fidelity National Information Services
FIS
$22.1B
$3.1M 0.76%
47,031
+2,552
+6% +$186K
ACN icon
41
Accenture
ACN
$108B
$2.93M 0.71%
11,867
+6,876
+138% +$1.79M
AGO icon
42
Assured Guaranty
AGO
$3.34B
$2.9M 0.71%
34,282
-146
-0.4% -$12.1K
NVDA icon
43
PUT
NVIDIA
NVDA
$5.42T
$2.89M 0.71%
+15,500
New +$2.7M
IBP icon
44
Installed Building Products
IBP
$6.49B
$2.89M 0.71%
11,720
-1,030
-8% -$245K
JBI icon
45
Janus International
JBI
$757M
$2.75M 0.67%
278,725
-8,718
-3% -$84.1K
TTEK icon
46
Tetra Tech
TTEK
$9.07B
$2.7M 0.66%
80,787
-15,576
-16% -$566K
AGM icon
47
Federal Agricultural Mortgage
AGM
$2.56B
$2.61M 0.64%
15,539
+189
+1% +$35.4K
MUSA icon
48
Murphy USA
MUSA
$9.61B
$2.61M 0.64%
6,714
+4,482
+201% +$1.77M
SEB icon
49
Seaboard Corp
SEB
$4.06B
$2.59M 0.63%
711
-13
-2% -$45.3K
SU icon
50
Suncor Energy
SU
$70.3B
$2.59M 0.63%
61,999
-4,148
-6% -$166K
1
2
3 4 5

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JHC
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VELA Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, VELA Investment Management held 190 positions worth $410M, up 11% from $369M the previous quarter. Its ten largest holdings account for 26% of the portfolio.

VELA Investment Management deployed $27.6M of net new capital in Q3 2025, opening 29 new positions and adding to 62 existing holdings. Its largest new stake was Supernus Pharmaceuticals: 40,251 shares worth $1.92M.

By sector, the portfolio is most concentrated in Industrials at 22% of assets, down from 24% a quarter earlier, followed by Financials and Technology.

On the sell side, the largest reduction was Berkshire Hathaway Class B, an estimated $2.64M trimmed.

  • VELA Investment Management's largest Q3 2025 buy was Supernus Pharmaceuticals: 40,251 shares worth $1.92M.
  • VELA Investment Management added most to WIX.com in Q3 2025, an estimated $4.05M increase.
  • VELA Investment Management's biggest Q3 2025 reduction was Berkshire Hathaway Class B, cutting an estimated $2.64M.
  • VELA Investment Management fully exited AT&T in Q3 2025, selling an estimated $3.2M.
  • VELA Investment Management's ten largest holdings make up 26% of its $410M portfolio in Q3 2025.
  • VELA Investment Management opened 29 new positions and closed 18 in Q3 2025.
  • VELA Investment Management's portfolio value rose 11% quarter-over-quarter to $410M.

Based on VELA Investment Management's 13F filing for Q3 2025, filed 30 Oct 2025.