Filed: 4/29/2025ACC: 0001895612-25-000006
📋 What this filing means
VELA INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 131 equity positions with a total reported market value of $318.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
131
Positions
$318.86M
Total AUM (reported)
5.73M
Total Shares
Allocation by class
COM$311.23M97.6%
ADR$7.63M2.4%
Portfolio Concentration
Top 3$32.82M10.3%
4–10$51.01M16.0%
11–25$68.83M21.6%
Rest$166.20M52.1%
Top 3 weight
10.3%
Top 10 weight
26.3%
Voting Authority Distribution
Total shares with voting rights: 5.73M
Sole
Full voting authority
5.73M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole131
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings131
Rows:
Kirby Corp
SOLEShares130.25K
TypeSH
Market value$13.16M
4.13%
Sole
130.25K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Cl B
SOLEShares19.49K
TypeSH
Market value$10.38M
3.25%
Sole
19.49K
Shared
0.00
None
0.00
Hub Group Inc
SOLEShares249.74K
TypeSH
Market value$9.28M
2.91%
Sole
249.74K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares53.25K
TypeSH
Market value$8.23M
2.58%
Sole
53.25K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares42.65K
TypeSH
Market value$8.11M
2.54%
Sole
42.65K
Shared
0.00
None
0.00
Graham Holdings Co
SOLEShares8.34K
TypeSH
Market value$8.02M
2.51%
Sole
8.34K
Shared
0.00
None
0.00
SPDR S&P 500 ETF Trust
SOLEShares12.65K
TypeSH
Market value$7.08M
2.22%
Sole
12.65K
Shared
0.00
None
0.00
Criteo SA
SOLEShares188.74K
TypeSH
Market value$6.68M
2.10%
Sole
188.74K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares39.40K
TypeSH
Market value$6.53M
2.05%
Sole
39.40K
Shared
0.00
None
0.00
Sysco Corp
SOLEShares84.64K
TypeSH
Market value$6.35M
1.99%
Sole
84.64K
Shared
0.00
None
0.00
Lincoln Electric Holdings Inc
SOLEShares33.36K
TypeSH
Market value$6.31M
1.98%
Sole
33.36K
Shared
0.00
None
0.00
Coca-Cola Consolidated Inc
SOLEShares3.95K
TypeSH
Market value$5.33M
1.67%
Sole
3.95K
Shared
0.00
None
0.00
Arch Capital Group Ltd
SOLEShares54.09K
TypeSH
Market value$5.20M
1.63%
Sole
54.09K
Shared
0.00
None
0.00
Applied Industrial Technologie
SOLEShares21.79K
TypeSH
Market value$4.91M
1.54%
Sole
21.79K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares12.96K
TypeSH
Market value$4.87M
1.53%
Sole
12.96K
Shared
0.00
None
0.00
Walt Disney Co/The
SOLEShares46.92K
TypeSH
Market value$4.63M
1.45%
Sole
46.92K
Shared
0.00
None
0.00
CSX Corp
SOLEShares154.51K
TypeSH
Market value$4.55M
1.43%
Sole
154.51K
Shared
0.00
None
0.00
PepsiCo Inc
SOLEShares29.98K
TypeSH
Market value$4.50M
1.41%
Sole
29.98K
Shared
0.00
None
0.00
Alamos Gold Inc
SOLEShares167.91K
TypeSH
Market value$4.49M
1.41%
Sole
167.91K
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares32.77K
TypeSH
Market value$4.35M
1.36%
Sole
32.77K
Shared
0.00
None
0.00
Axis Capital Holdings Ltd
SOLEShares41.82K
TypeSH
Market value$4.19M
1.31%
Sole
41.82K
Shared
0.00
None
0.00
Northrop Grumman Corp
SOLEShares7.92K
TypeSH
Market value$4.05M
1.27%
Sole
7.92K
Shared
0.00
None
0.00
Valvoline Inc
SOLEShares115.39K
TypeSH
Market value$4.02M
1.26%
Sole
115.39K
Shared
0.00
None
0.00
3M Co
SOLEShares25.69K
TypeSH
Market value$3.77M
1.18%
Sole
25.69K
Shared
0.00
None
0.00
Performance Food Group Co
SOLEShares46.60K
TypeSH
Market value$3.66M
1.15%
Sole
46.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Kirby CorpSOLE | COM | 130.25K | SH | $13.16M 4.13% | 130.25K | 0.00 | 0.00 |
Berkshire Hathaway Inc Cl BSOLE | COM | 19.49K | SH | $10.38M 3.25% | 19.49K | 0.00 | 0.00 |
Hub Group IncSOLE | COM | 249.74K | SH | $9.28M 2.91% | 249.74K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 53.25K | SH | $8.23M 2.58% | 53.25K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 42.65K | SH | $8.11M 2.54% | 42.65K | 0.00 | 0.00 |
Graham Holdings CoSOLE | COM | 8.34K | SH | $8.02M 2.51% | 8.34K | 0.00 | 0.00 |
SPDR S&P 500 ETF TrustSOLE | COM | 12.65K | SH | $7.08M 2.22% | 12.65K | 0.00 | 0.00 |
Criteo SASOLE | ADR | 188.74K | SH | $6.68M 2.10% | 188.74K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 39.40K | SH | $6.53M 2.05% | 39.40K | 0.00 | 0.00 |
Sysco CorpSOLE | COM | 84.64K | SH | $6.35M 1.99% | 84.64K | 0.00 | 0.00 |
Lincoln Electric Holdings IncSOLE | COM | 33.36K | SH | $6.31M 1.98% | 33.36K | 0.00 | 0.00 |
Coca-Cola Consolidated IncSOLE | COM | 3.95K | SH | $5.33M 1.67% | 3.95K | 0.00 | 0.00 |
Arch Capital Group LtdSOLE | COM | 54.09K | SH | $5.20M 1.63% | 54.09K | 0.00 | 0.00 |
Applied Industrial TechnologieSOLE | COM | 21.79K | SH | $4.91M 1.54% | 21.79K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 12.96K | SH | $4.87M 1.53% | 12.96K | 0.00 | 0.00 |
Walt Disney Co/TheSOLE | COM | 46.92K | SH | $4.63M 1.45% | 46.92K | 0.00 | 0.00 |
CSX CorpSOLE | COM | 154.51K | SH | $4.55M 1.43% | 154.51K | 0.00 | 0.00 |
PepsiCo IncSOLE | COM | 29.98K | SH | $4.50M 1.41% | 29.98K | 0.00 | 0.00 |
Alamos Gold IncSOLE | COM | 167.91K | SH | $4.49M 1.41% | 167.91K | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | COM | 32.77K | SH | $4.35M 1.36% | 32.77K | 0.00 | 0.00 |
Axis Capital Holdings LtdSOLE | COM | 41.82K | SH | $4.19M 1.31% | 41.82K | 0.00 | 0.00 |
Northrop Grumman CorpSOLE | COM | 7.92K | SH | $4.05M 1.27% | 7.92K | 0.00 | 0.00 |
Valvoline IncSOLE | COM | 115.39K | SH | $4.02M 1.26% | 115.39K | 0.00 | 0.00 |
3M CoSOLE | COM | 25.69K | SH | $3.77M 1.18% | 25.69K | 0.00 | 0.00 |
Performance Food Group CoSOLE | COM | 46.60K | SH | $3.66M 1.15% | 46.60K | 0.00 | 0.00 |
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