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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
-1.32%
1 Year Est. Return
+18.61%
3 Year Est. Return
+56.75%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$429M
AUM Growth
+$8.15M
Cap. Flow
+$30.9M
Cap. Flow %
7.21%
Top 10 Hldgs %
26.35%
Holding
194
New
26
Increased
72
Reduced
52
Closed
22

Top Buys

Rank Stock Value
1
WOR icon
Worthington Enterprises
WOR
+$7.24M
2
CRTO icon
Criteo S.A.
CRTO
+$4.97M
3
JKHY icon
Jack Henry & Associates
JKHY
+$3.96M
4
EFX icon
Equifax
EFX
+$3.89M
5
POOL icon
Pool Corp
POOL
+$3.86M

Top Sells

Rank Stock Value
1
TER icon
Teradyne
TER
+$4.27M
2
NOC icon
Northrop Grumman
NOC
+$3.59M
3
COKE icon
Coca-Cola Consolidated
COKE
+$3.11M
4
SYY icon
Sysco
SYY
+$2.67M
5
SEB icon
Seaboard Corp
SEB
+$2.66M

Sector Composition

Rank Sector Weight
1 Industrials 26.21%
2 Consumer Discretionary 10.39%
3 Miscellaneous 9.95%
4 Technology 9.83%
5 Financials 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KEX icon
1
Kirby Corp
KEX
$7.31B
$18.8M 4.39%
141,729
-10,217
-7% -$1.29M
CRTO icon
2
Criteo S.A.
CRTO
$828M
$14.5M 3.37%
806,009
+264,030
+49% +$4.97M
BRK.B icon
3
Berkshire Hathaway Class B
BRK.B
$1.09T
$11.1M 2.6%
23,262
-148
-0.6% -$72.7K
WIX icon
4
WIX.com
WIX
$3.34B
$11.1M 2.6%
123,695
+27,167
+28% +$2.27M
WOR icon
5
Worthington Enterprises
WOR
$2.93B
$11M 2.58%
211,801
+135,386
+177% +$7.24M
HUBG icon
6
HUB Group
HUBG
$2.04B
$10.7M 2.5%
297,782
-18,855
-6% -$797K
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.25T
$10.6M 2.47%
36,761
-715
-2% -$225K
AMZN icon
8
Amazon
AMZN
$2.71T
$9.09M 2.12%
43,669
+4,485
+11% +$987K
LECO icon
9
Lincoln Electric
LECO
$14B
$8.46M 1.97%
33,968
-3,236
-9% -$866K
CSX icon
10
CSX Corp
CSX
$88.7B
$7.49M 1.75%
182,572
-9,355
-5% -$367K
POOL icon
11
Pool Corp
POOL
$6.09B
$7.36M 1.72%
36,383
+16,355
+82% +$3.86M
JNJ icon
12
Johnson & Johnson
JNJ
$651B
$7.3M 1.7%
29,860
-3,256
-10% -$758K
CSL icon
13
Carlisle Companies
CSL
$12.7B
$6.81M 1.59%
20,406
+5,088
+33% +$1.85M
WHD icon
14
Cactus
WHD
$4.69B
$6.7M 1.56%
141,470
-2,312
-2% -$121K
ACGL icon
15
Arch Capital
ACGL
$33B
$6.01M 1.4%
62,618
+2,161
+4% +$207K
DIS icon
16
Walt Disney
DIS
$182B
$5.88M 1.37%
61,015
+8,928
+17% +$944K
JKHY icon
17
Jack Henry & Associates
JKHY
$11B
$5.81M 1.36%
36,786
+23,141
+170% +$3.96M
MUSA icon
18
Murphy USA
MUSA
$9.61B
$5.71M 1.33%
11,563
+2,117
+22% +$906K
ACN icon
19
Accenture
ACN
$116B
$5.36M 1.25%
27,033
+12,530
+86% +$2.92M
PEP icon
20
PepsiCo
PEP
$182B
$5.18M 1.21%
33,343
+364
+1% +$56.7K
AXS icon
21
AXIS Capital
AXS
$7.3B
$4.87M 1.14%
48,036
-100
-0.2% -$10.3K
GBX icon
22
The Greenbrier Companies
GBX
$1.32B
$4.86M 1.13%
92,281
+1,770
+2% +$93.5K
TMO icon
23
Thermo Fisher Scientific
TMO
$243B
$4.75M 1.11%
9,654
+1,146
+13% +$622K
GHC icon
24
Graham Holdings Company
GHC
$4.8B
$4.57M 1.07%
4,323
-596
-12% -$657K
BATRK icon
25
Atlanta Braves Holdings Series B
BATRK
$3.25B
$4.47M 1.04%
104,575
+18,973
+22% +$788K
1
2 3 4 5

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VELA Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, VELA Investment Management held 194 positions worth $429M, up 1.9% from $421M the previous quarter. Its ten largest holdings account for 26% of the portfolio.

VELA Investment Management deployed $30.9M of net new capital in Q1 2026, opening 26 new positions and adding to 72 existing holdings. Its largest new stake was Equifax: 19,574 shares worth $3.52M.

By sector, the portfolio is most concentrated in Industrials at 26% of assets, up from 23% a quarter earlier, followed by Consumer Discretionary and Miscellaneous.

On the sell side, the largest reduction was Northrop Grumman, an estimated $3.59M trimmed.

  • VELA Investment Management's largest Q1 2026 buy was Equifax: 19,574 shares worth $3.52M.
  • VELA Investment Management added most to Worthington Enterprises in Q1 2026, an estimated $7.24M increase.
  • VELA Investment Management's biggest Q1 2026 reduction was Northrop Grumman, cutting an estimated $3.59M.
  • VELA Investment Management fully exited Teradyne in Q1 2026, selling an estimated $4.27M.
  • VELA Investment Management's ten largest holdings make up 26% of its $429M portfolio in Q1 2026.
  • VELA Investment Management opened 26 new positions and closed 22 in Q1 2026.
  • VELA Investment Management's portfolio value rose 1.9% quarter-over-quarter to $429M.

Based on VELA Investment Management's 13F filing for Q1 2026, filed 8 May 2026.