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Latest VELA Investment Management, LLC Stock Portfolio

VELA Investment Management, LLC Performance:
2025 Q4: 1.71%YTD: -3.02%2024: 7.8%
Performance for 2025 Q4 is 1.71%, and YTD is -3.02%, and 2024 is 7.8%.

About VELA Investment Management, LLC and 13F Hedge Fund Stock Holdings

VELA Investment Management, LLC is a hedge fund based in New Albany, OH. On 2026-02-02, the fund reported it's updated stock portfolio. In the 13F Holdings report, VELA Investment Management, LLC reported an equity portfolio of $425 Millions as of 31 Dec, 2025.

The top stock holdings of VELA Investment Management, LLC are KEX, HUBG, . The fund has invested 4% of it's portfolio in KIRBY CORP and 3.2% of portfolio in HUB GROUP INC.

The fund managers got completely rid off INDIVIOR PLC, TETRA TECH INC (TTEK) and 1ST SOURCE CORP (SRCE) stocks. They significantly reduced their stock positions in FEDERAL AGRIC MTG CORP CL C (AGM), BWX TECHNOLOGIES INC (BWXT) and TERADYNE INC (TER). VELA Investment Management, LLC opened new stock positions in CARLISLE COS INC (CSL), GILDAN ACTIVEWEAR INC and HENRY JACK & ASSOC INC (JKHY). The fund showed a lot of confidence in some stocks as they added substantially to SERVICENOW INC (NOW), ALIGN TECHNOLOGY INC (ALGN) and NOMAD FOODS LTD.

VELA Investment Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that VELA Investment Management, LLC made a return of 1.71% in the last quarter. In trailing 12 months, it's portfolio return was -3.02%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
carlisle cos inc5,023,720
gildan activewear inc3,103,510
henry jack & assoc inc2,552,530
simpson manufacturing co inc.2,503,590
toro co2,223,840
sps commerce inc1,797,840
totalenergies se1,475,500
corpay inc1,393,910
New stocks bought by VELA Investment Management, LLC

Additions

Ticker% Inc.
servicenow inc400
align technology inc124
nomad foods ltd118
ppg industries inc110
worthington inc102
state street spdr s&p 500 etf 96.99
pool corp87.64
shift 4 payments inc. cl a85.71
Additions to existing portfolio by VELA Investment Management, LLC

Reductions

Ticker% Reduced
federal agric mtg corp cl c-78.81
bwx technologies inc-58.43
teradyne inc-50.45
valvoline inc-38.57
3m co-29.7
graham holdings co-28.88
range resources corp-28.86
abbvie inc-28.57
VELA Investment Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
indivior plc-3,435,940
united homes group inc. cl a-413,000
tetra tech inc-2,696,670
wabash national corp-654,440
1st source corp-2,050,440
jfrog ltd-1,443,710
masco corp-877,411
semrush holdings inc-86,723
VELA Investment Management, LLC got rid off the above stocks

Sector Distribution

VELA Investment Management, LLC has about 24.1% of it's holdings in Industrials sector.

Sector%
Industrials24.1
Others16.6
Healthcare10.2
Technology9.2
Communication Services8.5
Consumer Cyclical8
Financial Services7.8
Consumer Defensive6.8
Energy6.6
Basic Materials1.9

Market Cap. Distribution

VELA Investment Management, LLC has about 44.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MID-CAP29.8
LARGE-CAP29.1
UNALLOCATED16.6
MEGA-CAP15.3
SMALL-CAP5.6
NANO-CAP3.7

Stocks belong to which Index?

About 58.1% of the stocks held by VELA Investment Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others41.8
S&P 50037.6
RUSSELL 200020.5
Top 5 Winners (%)%
GMED
globus med inc cl a
50.8 %
proficient auto logistics inc
35.5 %
BRKR
bruker corp
34.8 %
EPAM
epam systems inc
34.0 %
SIBN
si-bone inc
33.9 %
Top 5 Winners ($)$
KEX
kirby corp
4.2 M
GOOG
alphabet inc
2.8 M
HUBG
hub group inc
2.6 M
TER
teradyne inc
1.9 M
BRKR
bruker corp
1.2 M
Top 5 Losers (%)%
NOW
servicenow inc
-75.0 %
wix.com ltd
-36.0 %
JBI
janus international group in
-30.7 %
POOL
pool corp
-21.4 %
GRMN
garmin ltd
-17.6 %
Top 5 Losers ($)$
wix.com ltd
-5.7 M
NOW
servicenow inc
-3.5 M
POOL
pool corp
-1.3 M
VVV
valvoline inc
-1.2 M
JBI
janus international group in
-1.1 M

VELA Investment Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of VELA Investment Management, LLC

VELA Investment Management, LLC has 130 stocks in it's portfolio. About 25.3% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. KEX was the most profitable stock for VELA Investment Management, LLC last quarter.

Last Reported on: 02 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions