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Latest VELA Investment Management, LLC Stock Portfolio

$436Million– No. of Holdings #135

VELA Investment Management, LLC Performance:
2026 Q1: -2.47%YTD: -2.47%2025: 5.25%
Performance for 2026 Q1 is -2.47%, and YTD is -2.47%, and 2025 is 5.25%.

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 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, VELA Investment Management, LLC reported an equity portfolio of $436.1 Millions as of 31 Mar, 2026.

The top stock holdings of VELA Investment Management, LLC are KEX, CRTO, WIX. The fund has invested 4.4% of it's portfolio in KIRBY CORP and 3.4% of portfolio in CRITEO SA.

The fund managers got completely rid off TERADYNE INC (TER), SEABOARD CORP (SEB) and BOK FINANCIAL CORP (BOKF) stocks. They significantly reduced their stock positions in NORTHROP GRUMMAN CORP (NOC), FIDELITY NATIONAL INFORMATION (FIS) and ABBVIE INC (ABBV). VELA Investment Management, LLC opened new stock positions in EQUIFAX INC (EFX), INTERPARFUMS INC (IPAR) and LAMB WESTON HOLDINGS INC (LW). The fund showed a lot of confidence in some stocks as they added substantially to FEDERAL AGRIC MTG CORP CL C (AGM), BOOKING HOLDINGS INC (BKNG) and WORTHINGTON INC (WOR).
VELA Investment Management, LLC Equity Portfolio Value
Last Reported on: 08 May, 2026

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

Our best estimate is that VELA Investment Management, LLC made a return of -2.47% in the last quarter. In trailing 12 months, it's portfolio return was 5.69%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
equifax inc3,715,740
interparfums inc3,608,530
lamb weston holdings inc3,412,030
limbach holdings inc.3,364,420
essent group ltd2,351,740
houlihan lokey inc2,316,590
astrazeneca plc1,300,070
netflix inc552,382
New stocks bought by VELA Investment Management, LLC

Additions

Ticker% Inc.
federal agric mtg corp cl c396
booking holdings inc239
worthington inc177
unitedhealth group inc175
henry jack & assoc inc169
etsy inc146
globant sa 102
shift4 payments inc.100
Additions to existing portfolio by VELA Investment Management, LLC

Reductions

Ticker% Reduced
northrop grumman corp-85.23
fidelity national information -69.4
abbvie inc-67.04
american intl group inc-66.14
starbucks corp-64.61
coca-cola consolidated inc-64.5
mplx lp-53.28
mama's creations inc-48.93
VELA Investment Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
octave specialty group inc-1,390,690
teradyne inc-4,269,930
bok financial corp-2,114,390
astrazeneca plc-1,285,820
genuine parts co-590,208
northwestern energy group inc-273,198
workday inc-823,681
adobe inc-1,021,970
VELA Investment Management, LLC got rid off the above stocks

Sector Distribution

VELA Investment Management, LLC has about 26% of it's holdings in Industrials sector.

  • Industrials
  • Others
  • Healthcare
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Technology
  • Consumer Defensive
  • Energy
  • Basic Materials
Sector%
Industrials26
Others16.4
Healthcare9.3
Consumer Cyclical8.7
Communication Services8.7
Financial Services7.7
Technology7.3
Consumer Defensive7
Energy6.8
Basic Materials1.5

Market Cap. Distribution

VELA Investment Management, LLC has about 42.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MID-CAP
  • UNALLOCATED
  • MEGA-CAP
  • SMALL-CAP
  • NANO-CAP
Category%
LARGE-CAP30.7
MID-CAP27.5
UNALLOCATED16.4
MEGA-CAP11.6
SMALL-CAP10.4
NANO-CAP2.8

Stocks belong to which Index?

About 59.1% of the stocks held by VELA Investment Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others40.9
S&P 50036.1
RUSSELL 200023
Top 5 Winners (%)%
TDW
tidewater inc
63.6 %
SU
suncor energy inc
42.0 %
totalenergies se
38.4 %
BKR
baker hughes co
33.9 %
IMKTA
ingles markets inc. - class a
30.9 %
Top 5 Winners ($)$
KEX
kirby corp
3.4 M
JNJ
johnson & johnson
1.2 M
TDW
tidewater inc
1.1 M
SU
suncor energy inc
1.0 M
MUSA
murphy usa inc.
1.0 M
Top 5 Losers (%)%
net lease office properties
-51.4 %
SPSC
sps commerce inc
-34.5 %
SIBN
si-bone inc
-32.9 %
FOUR
shift 4 payments inc. cl a
-29.9 %
NOW
servicenow inc
-29.5 %
Top 5 Losers ($)$
HUBG
hub group inc
-2.1 M
CRTO
criteo sa
-1.8 M
net lease office properties
-1.6 M
WIX
wix.com ltd
-1.5 M
EPAM
epam systems inc
-1.5 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 135 stocks in it's portfolio. About 26.3% of the portfolio is in top 10 stocks. HUBG 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: 08 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions