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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
+5.32%
1 Year Est. Return
+18.47%
3 Year Est. Return
+56.57%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$425M
AUM Growth
+$15.1M
Cap. Flow
+$2.43M
Cap. Flow %
0.57%
Top 10 Hldgs %
25.32%
Holding
198
New
26
Increased
53
Reduced
61
Closed
30

Top Buys

Rank Stock Value
1
CSL icon
Carlisle Companies
CSL
+$5.09M
2
WIX icon
WIX.com
WIX
+$4.91M
3
GIL icon
Gildan
GIL
+$2.95M
4
SSD icon
Simpson Manufacturing
SSD
+$2.62M
5
CRTO icon
Criteo S.A. Ordinary Shares
CRTO
+$2.51M

Top Sells

Rank Stock Value
1
TER icon
Teradyne
TER
+$3.85M
2
INDV icon
Indivior Pharmaceuticals
INDV
+$3.44M
3
TTEK icon
Tetra Tech
TTEK
+$2.7M
4
VVV icon
Valvoline
VVV
+$2.7M
5
GHC icon
Graham Holdings Company
GHC
+$2.13M

Sector Composition

Rank Sector Weight
1 Industrials 23.27%
2 Technology 11.01%
3 Financials 9.58%
4 Consumer Discretionary 9.33%
5 Healthcare 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADSK icon
101
Autodesk
ADSK
$54.3B
$1.32M 0.31%
4,470
– –
TSN icon
102
Tyson Foods
TSN
$20.2B
$1.31M 0.31%
22,339
+4,661
+26% +$256K
AZN icon
103
AstraZeneca
AZN
$251B
$1.29M 0.3%
6,994
– –
MMM icon
104
PUT
3M
MMM
$93.9B
$1.28M 0.3%
8,000
-1,000
-11% -$164K
TSM icon
105
CALL
TSMC
TSM
$2.19T
$1.22M 0.29%
+4,000
New +$1.17M
PRCT icon
106
Procept Biorobotics
PRCT
$1.23B
$1.2M 0.28%
+38,238
New +$1.27M
ALGN icon
107
PUT
Align Technology
ALGN
$12.5B
$1.17M 0.28%
7,500
– –
NOW icon
108
ServiceNow
NOW
$132B
$1.16M 0.27%
7,595
– –
ETSY icon
109
Etsy
ETSY
$7.49B
$1.11M 0.26%
+20,075
New +$1.23M
ARCO icon
110
Arcos Dorados Holdings
ARCO
$1.7B
$1.11M 0.26%
151,000
– –
INTC icon
111
PUT
Intel
INTC
$496B
$1.11M 0.26%
+30,000
New +$1.13M
GLOB icon
112
Globant
GLOB
$1.67B
$1.1M 0.26%
16,800
+5,100
+44% +$321K
TJX icon
113
PUT
TJX Companies
TJX
$177B
$1.08M 0.25%
+7,000
New +$1.04M
BKNG icon
114
PUT
Booking.com
BKNG
$158B
$1.07M 0.25%
5,000
– –
MMM icon
115
3M
MMM
$93.9B
$1.04M 0.24%
6,474
-2,735
-30% -$447K
DECK icon
116
Deckers Outdoor
DECK
$13.2B
$1.03M 0.24%
9,903
+3,528
+55% +$331K
EPAM icon
117
PUT
EPAM Systems
EPAM
$5.08B
$1.02M 0.24%
5,000
– –
ADBE icon
118
Adobe
ADBE
$108B
$1.02M 0.24%
2,920
+418
+17% +$142K
MPLX icon
119
PUT
MPLX
MPLX
$59.4B
$1.02M 0.24%
19,100
– –
KKR icon
120
KKR & Co
KKR
$93.2B
$1M 0.24%
7,880
– –
NI icon
121
NiSource
NI
$20.1B
$992K 0.23%
+23,757
New +$1.01M
UBER icon
122
Uber
UBER
$157B
$988K 0.23%
12,096
– –
BWXT icon
123
BWX Technologies
BWXT
$15.5B
$984K 0.23%
5,695
-8,006
-58% -$1.5M
NKE icon
124
PUT
Nike
NKE
$62B
$956K 0.22%
15,000
-3,000
-17% -$196K
SBUX icon
125
Starbucks
SBUX
$120B
$922K 0.22%
10,948
-2,438
-18% -$206K
3 4
5
6 7

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SCA
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PC
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HP
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JHC
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UC
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CWA
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VELA Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, VELA Investment Management held 198 positions worth $425M, up 3.7% from $410M the previous quarter. Its ten largest holdings account for 25% of the portfolio.

VELA Investment Management's Q4 2025 filing shows 26 new, 53 increased, 61 reduced and 30 closed positions. Its largest new stake was Carlisle Companies: 15,706 shares worth $5.02M. The largest sale was Teradyne, an estimated $3.85M.

By sector, the portfolio is most concentrated in Industrials at 23% of assets, up from 22% a quarter earlier, followed by Technology and Financials.

  • VELA Investment Management's largest Q4 2025 buy was Carlisle Companies: 15,706 shares worth $5.02M.
  • VELA Investment Management added most to WIX.com in Q4 2025, an estimated $4.91M increase.
  • VELA Investment Management's biggest Q4 2025 reduction was Teradyne, cutting an estimated $3.85M.
  • VELA Investment Management fully exited Indivior Pharmaceuticals in Q4 2025, selling an estimated $3.44M.
  • VELA Investment Management's ten largest holdings make up 25% of its $425M portfolio in Q4 2025.
  • VELA Investment Management opened 26 new positions and closed 30 in Q4 2025.
  • VELA Investment Management's portfolio value rose 3.7% quarter-over-quarter to $425M.

Based on VELA Investment Management's 13F filing for Q4 2025, filed 2 Feb 2026.