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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
BWXT icon
51
BWX Technologies
BWXT
$15.5B
$2.53M 0.62%
13,701
-3,320
-20% -$534K
BOKF icon
52
BOK Financial
BOKF
$8.66B
$2.49M 0.61%
22,300
-261
-1% -$27.9K
SNCY
53
DELISTED
Sun Country Airlines
SNCY
$2.47M 0.6%
209,432
-1,616
-0.8% -$20K
ABBV icon
54
AbbVie
ABBV
$434B
$2.41M 0.59%
10,423
-135
-1% -$27.5K
META icon
55
Meta Platforms (Facebook)
META
$1.51T
$2.36M 0.58%
3,218
-301
-9% -$224K
META icon
56
PUT
Meta Platforms (Facebook)
META
$1.51T
$2.35M 0.57%
3,200
+1,000
+45% +$744K
C icon
57
Citigroup
C
$227B
$2.24M 0.55%
22,032
– –
ACN icon
58
PUT
Accenture
ACN
$109B
$2.22M 0.54%
9,000
+6,000
+200% +$1.56M
EPAM icon
59
EPAM Systems
EPAM
$5.04B
$2.21M 0.54%
14,686
+8,868
+152% +$1.46M
BRKR icon
60
Bruker
BRKR
$8.6B
$2.21M 0.54%
68,000
-55,591
-45% -$1.98M
FOUR icon
61
Shift4
FOUR
$3.39B
$2.2M 0.54%
28,406
+11,501
+68% +$1.07M
ZTS icon
62
Zoetis
ZTS
$31B
$2.18M 0.53%
14,883
+56
+0.4% +$8.46K
NLOP
63
Net Lease Office Properties
NLOP
$170M
$2.15M 0.52%
72,336
+27,121
+60% +$851K
WOR icon
64
Worthington Enterprises
WOR
$2.81B
$2.14M 0.52%
38,581
+7,218
+23% +$455K
NFG icon
65
National Fuel Gas
NFG
$7.73B
$2.14M 0.52%
23,114
+2,753
+14% +$240K
MET icon
66
MetLife
MET
$61.6B
$2.08M 0.51%
25,273
+3,535
+16% +$278K
SIBN icon
67
SI-BONE Inc
SIBN
$848M
$2.08M 0.51%
141,222
+15,048
+12% +$246K
SRCE icon
68
1st Source
SRCE
$2.1B
$2.05M 0.5%
33,308
-179
-0.5% -$11.2K
C icon
69
PUT
Citigroup
C
$227B
$1.98M 0.48%
19,500
-1,000
-5% -$94.9K
AMZN icon
70
PUT
Amazon
AMZN
$2.99T
$1.98M 0.48%
+9,000
New +$2.04M
SUPN icon
71
Supernus Pharmaceuticals
SUPN
$2.76B
$1.92M 0.47%
+40,251
New +$1.62M
JNJ icon
72
PUT
Johnson & Johnson
JNJ
$625B
$1.85M 0.45%
10,000
– –
MPLX icon
73
MPLX
MPLX
$59.3B
$1.79M 0.44%
35,906
-779
-2% -$39.5K
EHC icon
74
Encompass Health
EHC
$12.5B
$1.76M 0.43%
13,859
-10,552
-43% -$1.26M
IMKTA icon
75
Ingles Markets
IMKTA
$1.63B
$1.74M 0.43%
25,065
+10,549
+73% +$703K
1 2
3
4 5

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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.