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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
+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
NOW icon
126
PUT
ServiceNow
NOW
$132B
$919K 0.22%
6,000
-1,500
-20% -$257K
DE icon
127
Deere & Co
DE
$164B
$912K 0.21%
1,959
-633
-24% -$297K
BKR icon
128
PUT
Baker Hughes
BKR
$63.6B
$911K 0.21%
20,000
-6,300
-24% -$299K
DE icon
129
PUT
Deere & Co
DE
$164B
$885K 0.21%
1,900
– –
AIG icon
130
CALL
American International
AIG
$40.7B
$856K 0.2%
+10,000
New +$800K
RKT icon
131
Rocket Companies
RKT
$39B
$834K 0.2%
+43,087
New +$770K
WDAY icon
132
Workday
WDAY
$45.5B
$824K 0.19%
3,835
– –
UBER icon
133
PUT
Uber
UBER
$159B
$817K 0.19%
10,000
– –
ACN icon
134
PUT
Accenture
ACN
$109B
$805K 0.19%
3,000
-6,000
-67% -$1.52M
CRM icon
135
PUT
Salesforce
CRM
$162B
$795K 0.19%
3,000
-2,300
-43% -$572K
MET icon
136
PUT
MetLife
MET
$61.7B
$789K 0.19%
+10,000
New +$791K
AXSM icon
137
CALL
Axsome Therapeutics
AXSM
$11.4B
$731K 0.17%
4,000
+1,000
+33% +$140K
SBUX icon
138
PUT
Starbucks
SBUX
$119B
$657K 0.15%
7,800
– –
GOOG icon
139
Alphabet (Google) Class C
GOOG
$4.35T
$645K 0.15%
+2,056
New +$589K
WDAY icon
140
PUT
Workday
WDAY
$45.5B
$644K 0.15%
+3,000
New +$682K
GPC icon
141
Genuine Parts
GPC
$18.5B
$590K 0.14%
4,800
+786
+20% +$102K
MTN icon
142
Vail Resorts
MTN
$5.21B
$587K 0.14%
4,417
+1,573
+55% +$231K
AGM icon
143
Federal Agricultural Mortgage
AGM
$2.54B
$578K 0.14%
3,292
-12,247
-79% -$2.06M
ZTS icon
144
PUT
Zoetis
ZTS
$30.9B
$566K 0.13%
4,500
-3,500
-44% -$457K
MDT icon
145
Medtronic
MDT
$114B
$562K 0.13%
5,846
-1,613
-22% -$157K
DECK icon
146
PUT
Deckers Outdoor
DECK
$13.3B
$518K 0.12%
5,000
-1,000
-17% -$93.7K
CNC icon
147
CALL
Centene
CNC
$32.9B
$514K 0.12%
+12,500
New +$468K
ACGL icon
148
PUT
Arch Capital
ACGL
$33.5B
$480K 0.11%
+5,000
New +$457K
AVY icon
149
Avery Dennison
AVY
$13.5B
$472K 0.11%
2,596
+858
+49% +$148K
AMD icon
150
Advanced Micro Devices
AMD
$767B
$450K 0.11%
2,099
– –
4 5
6
7 8

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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.