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VIM

VELA Investment Management Portfolio holdings

AUM $459M
1-Year Est. Return 18.61%
This Fund
S&P 500
This Quarter Est. Return
+6.21%
1 Year Est. Return
+18.61%
3 Year Est. Return
+56.75%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$410M
AUM Growth
+$41.1M
Cap. Flow
-$858K
Cap. Flow %
-0.21%
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.
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 Miscellaneous 15.42%
3 Financials 11.22%
4 Technology 10.04%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$803B
$16M 3.9%
24,000
+16,500
+220% +$10.6M
KEX icon
2
Kirby Corp
KEX
$7.3B
$13.4M 3.27%
160,475
+16,615
+12% +$1.67M
BRK.B icon
3
Berkshire Hathaway Class B
BRK.B
$1.09T
$11.8M 2.89%
23,570
-5,460
-19% -$2.64M
HUBG icon
4
HUB Group
HUBG
$2.02B
$10.9M 2.65%
315,183
+5,963
+2% +$213K
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.23T
$10.2M 2.49%
42,069
-7,617
-15% -$1.6M
WIX icon
6
WIX.com
WIX
$3.4B
$10.2M 2.48%
57,343
+26,911
+88% +$4.05M
CRTO icon
7
Criteo S.A.
CRTO
$830M
$9.72M 2.37%
430,165
+78,225
+22% +$1.83M
AMZN icon
8
Amazon
AMZN
$2.71T
$8.37M 2.04%
38,132
+379
+1% +$85.8K
LECO icon
9
Lincoln Electric
LECO
$13.9B
$8.27M 2.02%
35,075
-4,788
-12% -$1.12M
GHC icon
10
Graham Holdings Company
GHC
$4.77B
$8.14M 1.99%
6,916
-61
-0.9% -$63.1K
VVV icon
11
Valvoline
VVV
$3.47B
$7.82M 1.91%
217,728
+8,758
+4% +$334K
CSX icon
12
CSX Corp
CSX
$88.3B
$7.19M 1.75%
202,576
+28,473
+16% +$972K
JNJ icon
13
Johnson & Johnson
JNJ
$648B
$7.03M 1.72%
37,933
-340
-0.9% -$58.3K
SYY icon
14
Sysco
SYY
$37.9B
$6.94M 1.69%
84,327
-2,911
-3% -$233K
AIT icon
15
Applied Industrial Technologies
AIT
$11.6B
$6.67M 1.63%
25,542
+958
+4% +$251K
TER icon
16
Teradyne
TER
$55.6B
$6.13M 1.49%
44,520
-1,180
-3% -$129K
DIS icon
17
Walt Disney
DIS
$183B
$5.69M 1.39%
49,718
-553
-1% -$65.1K
ACGL icon
18
Arch Capital
ACGL
$32.7B
$5.48M 1.34%
60,360
+3,540
+6% +$317K
AGI icon
19
Alamos Gold
AGI
$15B
$5.33M 1.3%
152,985
+555
+0.4% +$15.9K
PEP icon
20
PepsiCo
PEP
$182B
$4.9M 1.2%
34,895
+8,130
+30% +$1.16M
AXS icon
21
AXIS Capital
AXS
$7.26B
$4.79M 1.17%
49,970
+5,512
+12% +$534K
WHD icon
22
Cactus
WHD
$4.71B
$4.64M 1.13%
117,549
+2,109
+2% +$88.7K
TMO icon
23
Thermo Fisher Scientific
TMO
$242B
$4.51M 1.1%
9,305
+3,683
+66% +$1.71M
PFGC icon
24
Performance Food Group
PFGC
$14.4B
$4.5M 1.1%
43,283
-12,022
-22% -$1.2M
NOC icon
25
Northrop Grumman
NOC
$74.5B
$4.3M 1.05%
7,060
-425
-6% -$241K
1
2 3 4 5

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AIP
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SSC
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AM
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RFN
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PWS
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GCM
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CIM
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RAG
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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's Q3 2025 filing shows 29 new, 62 increased, 62 reduced and 18 closed positions. Its largest new stake was Supernus Pharmaceuticals: 40,251 shares worth $1.92M. The largest sale was AT&T, an estimated $3.2M.

By sector, the portfolio is most concentrated in Industrials at 22% of assets, down from 24% a quarter earlier, followed by Miscellaneous and Financials.

  • 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.