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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
+5.36%
1 Year Est. Return
+18.61%
3 Year Est. Return
+56.75%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$421M
AUM Growth
+$10.6M
Cap. Flow
+$9M
Cap. Flow %
2.14%
Top 10 Hldgs %
25.37%
Holding
198
New
26
Increased
52
Reduced
62
Closed
30

Top Buys

Rank Stock Value
1
CSL icon
Carlisle Companies
CSL
+$4.96M
2
WIX icon
WIX.com
WIX
+$4.74M
3
GIL icon
Gildan
GIL
+$2.88M
4
SSD icon
Simpson Manufacturing
SSD
+$2.54M
5
POOL icon
Pool Corp
POOL
+$2.36M

Top Sells

Rank Stock Value
1
TER icon
Teradyne
TER
+$3.85M
2
INDV icon
Indivior Pharmaceuticals
INDV
+$3.44M
3
VVV icon
Valvoline
VVV
+$2.8M
4
TTEK icon
Tetra Tech
TTEK
+$2.7M
5
GHC icon
Graham Holdings Company
GHC
+$2.13M

Sector Composition

Rank Sector Weight
1 Industrials 23.21%
2 Miscellaneous 12.82%
3 Technology 10.99%
4 Financials 9.62%
5 Consumer Discretionary 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KEX icon
1
Kirby Corp
KEX
$7.3B
$16.7M 3.98%
151,946
-8,529
-5% -$867K
HUBG icon
2
HUB Group
HUBG
$2.02B
$13.5M 3.21%
316,637
+1,454
+0.5% +$55.3K
BRK.B icon
3
Berkshire Hathaway Class B
BRK.B
$1.09T
$11.8M 2.8%
23,410
-160
-0.7% -$79.6K
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.23T
$11.7M 2.79%
37,476
-4,593
-11% -$1.31M
CRTO icon
5
Criteo S.A.
CRTO
$830M
$11.2M 2.66%
541,979
+111,814
+26% +$2.31M
WIX icon
6
WIX.com
WIX
$3.4B
$10M 2.38%
96,528
+39,185
+68% +$4.74M
AMZN icon
7
Amazon
AMZN
$2.71T
$9.04M 2.15%
39,184
+1,052
+3% +$241K
LECO icon
8
Lincoln Electric
LECO
$13.9B
$8.92M 2.12%
37,204
+2,129
+6% +$504K
CSX icon
9
CSX Corp
CSX
$88.3B
$6.96M 1.65%
191,927
-10,649
-5% -$381K
JNJ icon
10
Johnson & Johnson
JNJ
$648B
$6.85M 1.63%
33,116
-4,817
-13% -$953K
SPY icon
11
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$803B
$6.82M 1.62%
10,000
-14,000
-58% -$9.46M
WHD icon
12
Cactus
WHD
$4.71B
$6.57M 1.56%
143,782
+26,233
+22% +$1.1M
SYY icon
13
Sysco
SYY
$37.9B
$6.19M 1.47%
84,008
-319
-0.4% -$24.3K
DIS icon
14
Walt Disney
DIS
$183B
$5.93M 1.41%
52,087
+2,369
+5% +$261K
ACGL icon
15
Arch Capital
ACGL
$32.7B
$5.8M 1.38%
60,457
+97
+0.2% +$8.88K
GHC icon
16
Graham Holdings Company
GHC
$4.77B
$5.4M 1.28%
4,919
-1,997
-29% -$2.13M
ARKK icon
17
PUT
ARK Innovation ETF
ARKK
$6.68B
$5.38M 1.28%
+70,000
New +$5.8M
AIT icon
18
Applied Industrial Technologies
AIT
$11.6B
$5.22M 1.24%
20,338
-5,204
-20% -$1.33M
AXS icon
19
AXIS Capital
AXS
$7.26B
$5.15M 1.23%
48,136
-1,834
-4% -$182K
TMO icon
20
Thermo Fisher Scientific
TMO
$242B
$4.93M 1.17%
8,508
-797
-9% -$451K
CSL icon
21
Carlisle Companies
CSL
$12.6B
$4.9M 1.17%
+15,318
New +$4.96M
BRKR icon
22
Bruker
BRKR
$9.63B
$4.76M 1.13%
101,018
+33,018
+49% +$1.4M
PEP icon
23
PepsiCo
PEP
$182B
$4.73M 1.13%
32,979
-1,916
-5% -$282K
POOL icon
24
Pool Corp
POOL
$6.07B
$4.58M 1.09%
20,028
+9,061
+83% +$2.36M
CPA icon
25
Copa Holdings
CPA
$5.32B
$4.43M 1.05%
36,743
+1,467
+4% +$179K
1
2 3 4 5

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VELA Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, VELA Investment Management held 198 positions worth $421M, up 2.6% 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, 52 increased, 62 reduced and 30 closed positions. Its largest new stake was Carlisle Companies: 15,318 shares worth $4.9M. 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 Miscellaneous and Technology.

  • VELA Investment Management's largest Q4 2025 buy was Carlisle Companies: 15,318 shares worth $4.9M.
  • VELA Investment Management added most to WIX.com in Q4 2025, an estimated $4.74M 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 $421M portfolio in Q4 2025.
  • VELA Investment Management opened 26 new positions and closed 30 in Q4 2025.
  • VELA Investment Management's portfolio value rose 2.6% quarter-over-quarter to $421M.

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