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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
NEU icon
76
NewMarket
NEU
$8.37B
$1.73M 0.42%
2,088
-24
-1% -$18.5K
BKNG icon
77
Booking.com
BKNG
$160B
$1.59M 0.39%
7,350
-350
-5% -$78.1K
NKE icon
78
Nike
NKE
$62.5B
$1.57M 0.38%
22,495
-15,190
-40% -$1.13M
BKR icon
79
Baker Hughes
BKR
$63.6B
$1.57M 0.38%
32,155
-2,178
-6% -$96.1K
CRM icon
80
Salesforce
CRM
$162B
$1.56M 0.38%
6,597
+1,905
+41% +$480K
BAC icon
81
Bank of America
BAC
$447B
$1.56M 0.38%
30,255
+70
+0.2% +$3.42K
TDW icon
82
Tidewater
TDW
$4.46B
$1.55M 0.38%
+28,980
New +$1.59M
OSG
83
Octave Specialty Group
OSG
$210M
$1.5M 0.37%
180,089
+57,319
+47% +$484K
GMED icon
84
Globus Medical
GMED
$11.7B
$1.46M 0.36%
+25,483
New +$1.47M
V icon
85
Visa
V
$675B
$1.45M 0.35%
4,239
+14
+0.3% +$4.84K
FROG icon
86
JFrog
FROG
$10.7B
$1.44M 0.35%
30,503
-1,114
-4% -$50.3K
MMM icon
87
3M
MMM
$93.9B
$1.43M 0.35%
9,209
-552
-6% -$85.1K
HD icon
88
Home Depot
HD
$350B
$1.42M 0.35%
3,516
– –
ADSK icon
89
Autodesk
ADSK
$54.1B
$1.42M 0.35%
4,470
-460
-9% -$140K
BAC icon
90
PUT
Bank of America
BAC
$447B
$1.42M 0.35%
27,500
– –
SCHW
91
Charles Schwab
SCHW
$188B
$1.41M 0.34%
14,785
-8,411
-36% -$798K
NOW icon
92
ServiceNow
NOW
$132B
$1.4M 0.34%
7,595
– –
MMM icon
93
PUT
3M
MMM
$93.9B
$1.4M 0.34%
9,000
+5,000
+125% +$771K
TJX icon
94
TJX Companies
TJX
$175B
$1.39M 0.34%
9,595
+23
+0.2% +$3.06K
PAL
95
Proficient Auto Logistics
PAL
$201M
$1.39M 0.34%
+201,058
New +$1.48M
NOW icon
96
PUT
ServiceNow
NOW
$132B
$1.38M 0.34%
7,500
-1,000
-12% -$187K
V icon
97
PUT
Visa
V
$675B
$1.37M 0.33%
+4,000
New +$1.38M
DOO
98
Bombardier Recreational Products
DOO
$4.7B
$1.35M 0.33%
22,193
-227
-1% -$12.8K
NVDA icon
99
CALL
NVIDIA
NVDA
$5.27T
$1.31M 0.32%
+7,000
New +$1.22M
PPG icon
100
PPG Industries
PPG
$25.7B
$1.3M 0.32%
12,361
+7,806
+171% +$868K
2 3
4
5 6

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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.