We are live on ! Find out more
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
BKR icon
101
PUT
Baker Hughes
BKR
$63.6B
$1.28M 0.31%
26,300
+13,000
+98% +$574K
CRM icon
102
PUT
Salesforce
CRM
$162B
$1.26M 0.31%
5,300
+2,000
+61% +$504K
NKE icon
103
PUT
Nike
NKE
$62.5B
$1.26M 0.31%
18,000
-2,000
-10% -$149K
FDX icon
104
FedEx
FDX
$76.9B
$1.2M 0.29%
5,101
+566
+12% +$130K
DE icon
105
Deere & Co
DE
$164B
$1.19M 0.29%
2,592
+4
+0.2% +$1.97K
UBER icon
106
Uber
UBER
$159B
$1.19M 0.29%
12,096
-156
-1% -$14.6K
ZTS icon
107
PUT
Zoetis
ZTS
$30.9B
$1.17M 0.29%
8,000
+2,000
+33% +$302K
ABBV icon
108
PUT
AbbVie
ABBV
$438B
$1.16M 0.28%
5,000
– –
SBUX icon
109
Starbucks
SBUX
$119B
$1.13M 0.28%
13,386
-2,712
-17% -$243K
TBBB icon
110
BBB Foods
TBBB
$4.9B
$1.09M 0.27%
40,500
+6,200
+18% +$161K
ALGN icon
111
Align Technology
ALGN
$12.5B
$1.09M 0.27%
8,692
-9,848
-53% -$1.54M
BKNG icon
112
PUT
Booking.com
BKNG
$160B
$1.08M 0.26%
5,000
– –
AZN icon
113
AstraZeneca
AZN
$251B
$1.07M 0.26%
6,994
-488
-7% -$73.9K
KKR icon
114
KKR & Co
KKR
$93.2B
$1.02M 0.25%
7,880
-480
-6% -$68.1K
OLLI icon
115
Ollie's Bargain Outlet
OLLI
$4.8B
$1.02M 0.25%
7,970
-426
-5% -$56.5K
ARCO icon
116
Arcos Dorados Holdings
ARCO
$1.7B
$1.02M 0.25%
151,000
+49,000
+48% +$348K
UBER icon
117
PUT
Uber
UBER
$159B
$980K 0.24%
10,000
– –
TSN icon
118
Tyson Foods
TSN
$20.1B
$960K 0.23%
17,678
– –
MPLX icon
119
PUT
MPLX
MPLX
$59.5B
$954K 0.23%
19,100
– –
ALGN icon
120
PUT
Align Technology
ALGN
$12.5B
$939K 0.23%
7,500
+3,700
+97% +$580K
WDAY icon
121
Workday
WDAY
$45.5B
$923K 0.23%
3,835
+892
+30% +$206K
ADBE icon
122
Adobe
ADBE
$109B
$883K 0.22%
2,502
+293
+13% +$105K
MAS icon
123
Masco
MAS
$14.7B
$877K 0.21%
12,465
+2,352
+23% +$166K
DE icon
124
PUT
Deere & Co
DE
$164B
$869K 0.21%
+1,900
New +$937K
COOP
125
DELISTED
Mr. Cooper
COOP
$826K 0.2%
3,917
– –
3 4
5
6 7

Similar funds

SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
PC
Panview Capital Hong Kong $467M AUM 70.9% 1-Year Est. Return
HP
Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return
JHC
Jones Hill Capital New York $466M AUM
UC
Unio Capital Princeton, New Jersey $466M AUM 14.84% 1-Year Est. Return
SP
Stonebrook Private Northville, Michigan $470M AUM 21.42% 1-Year Est. Return

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.