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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
EPAM icon
126
PUT
EPAM Systems
EPAM
$5.02B
$754K 0.18%
5,000
+2,000
+67% +$328K
NOMD icon
127
Nomad Foods
NOMD
$1.63B
$735K 0.18%
55,900
-18,100
-24% -$284K
MDT icon
128
Medtronic
MDT
$114B
$710K 0.17%
7,459
+93
+1% +$8.55K
PYPL icon
129
PayPal
PYPL
$50.5B
$710K 0.17%
10,592
+40
+0.4% +$2.82K
ADBE icon
130
PUT
Adobe
ADBE
$109B
$706K 0.17%
+2,000
New +$718K
UNH icon
131
CALL
UnitedHealth
UNH
$371B
$691K 0.17%
2,000
+1,000
+100% +$302K
GLOB icon
132
Globant
GLOB
$1.66B
$671K 0.16%
+11,700
New +$861K
SBUX icon
133
PUT
Starbucks
SBUX
$119B
$660K 0.16%
7,800
– –
AVGO icon
134
PUT
Broadcom
AVGO
$2.01T
$660K 0.16%
+2,000
New +$614K
WNC icon
135
Wabash National
WNC
$510M
$654K 0.16%
66,306
-210,900
-76% -$2.25M
DECK icon
136
Deckers Outdoor
DECK
$13.3B
$646K 0.16%
6,375
+1,063
+20% +$116K
DECK icon
137
PUT
Deckers Outdoor
DECK
$13.3B
$608K 0.15%
6,000
+2,100
+54% +$229K
GPC icon
138
Genuine Parts
GPC
$18.5B
$556K 0.14%
4,014
-347
-8% -$46.5K
WIX icon
139
PUT
WIX.com
WIX
$2.61B
$533K 0.13%
+3,000
New +$451K
KDP icon
140
CALL
Keurig Dr Pepper
KDP
$39.9B
$510K 0.12%
+20,000
New +$627K
IONS icon
141
CALL
Ionis Pharmaceuticals
IONS
$9.46B
$491K 0.12%
+7,500
New +$366K
LIN icon
142
Linde
LIN
$227B
$460K 0.11%
968
-36
-4% -$17K
TER icon
143
PUT
Teradyne
TER
$57.1B
$427K 0.1%
+3,100
New +$339K
MTN icon
144
Vail Resorts
MTN
$5.21B
$425K 0.1%
2,844
– –
UHG
145
DELISTED
United Homes Group
UHG
$413K 0.1%
+100,000
New +$392K
JPM icon
146
JPMorgan Chase
JPM
$956B
$383K 0.09%
1,215
-322
-21% -$95.8K
SPG icon
147
Simon Property Group
SPG
$71.5B
$373K 0.09%
1,988
-626
-24% -$108K
GMED icon
148
CALL
Globus Medical
GMED
$11.7B
$372K 0.09%
+6,500
New +$374K
GRMN
149
Garmin
GRMN
$60.4B
$372K 0.09%
1,510
-560
-27% -$129K
FIBK icon
150
First Interstate BancSystem
FIBK
$3.56B
$367K 0.09%
+11,501
New +$358K
4 5
6
7 8

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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.