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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
(+11%)
Cap. Flow
+$27.6M
Cap. Flow
% of AUM
6.73%
Top 10 Holdings %
Top 10 Hldgs %
26.1%
Holding
190
New
29
Increased
62
Reduced
62
Closed
18
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
WIX.com
WIX
|
+$4.05M |
| 2 |
Criteo S.A. Ordinary Shares
CRTO
|
+$1.83M |
| 3 |
Accenture
ACN
|
+$1.79M |
| 4 |
Murphy USA
MUSA
|
+$1.77M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$1.71M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
AT&T
T
|
+$3.2M |
| 2 |
Altria Group
MO
|
+$2.94M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$2.64M |
| 4 |
Wabash National
WNC
|
+$2.25M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Ashland
ASH
$3.45B
| – | – |
-29,586
| Closed | -$1.49M |
|
177
Cullen/Frost Bankers
CFR
$10.3B
| – | – |
-7,148
| Closed | -$919K |
|
|
EA
178
DELISTED
Electronic Arts
EA
| – | – |
-3,607
| Closed | -$576K |
|
179
Elevance Health
ELV
$86.2B
| – | – |
-2,674
| Closed | -$1.04M |
|
|
180
PUT
Elevance Health
ELV
$86.2B
| – | – |
-800
| Closed | -$311K |
|
181
Halozyme
HALO
$12.2B
| – | – |
-12,989
| Closed | -$676K |
|
182
JB Hunt Transport Services
JBHT
$25B
| – | – |
-2,575
| Closed | -$370K |
|
183
LyondellBasell Industries
LYB
$20.2B
| – | – |
-18,028
| Closed | -$1.02M |
|
184
Microchip Technology
MCHP
$44.2B
| – | – |
-8,641
| Closed | -$608K |
|
|
185
Altria Group
MO
$109B
| – | – |
-50,193
| Closed | -$2.94M |
|
186
Maravai LifeSciences
MRVI
$895M
| – | – |
-242,962
| Closed | -$586K |
|
187
Onto Innovation
ONTO
$14.5B
| – | – |
-7,296
| Closed | -$736K |
|
|
188
AT&T
T
$165B
| – | – |
-110,609
| Closed | -$3.2M |
|
189
United Parcel Service
UPS
$89.1B
| – | – |
-3,301
| Closed | -$333K |
|
190
PUT
Workday
WDAY
$45.5B
| – | – |
-700
| Closed | -$168K |
|
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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.