Filed: 7/29/2025ACC: 0001895612-25-000008
📋 What this filing means
VELA INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 133 equity positions with a total reported market value of $368.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
133
Positions
$368.85M
Total AUM (reported)
6.46M
Total Shares
Allocation by class
COM$359.38M97.4%
ADR$9.48M2.6%
Portfolio Concentration
Top 3$40.75M11.0%
4–10$56.51M15.3%
11–25$77.73M21.1%
Rest$193.86M52.6%
Top 3 weight
11.0%
Top 10 weight
26.4%
Voting Authority Distribution
Total shares with voting rights: 6.46M
Sole
Full voting authority
6.46M
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)
Sole133
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings133
Rows:
Kirby Corp
SOLEShares143.86K
TypeSH
Market value$16.32M
4.42%
Sole
143.86K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Cl B
SOLEShares29.03K
TypeSH
Market value$14.10M
3.82%
Sole
29.03K
Shared
0.00
None
0.00
Hub Group Inc
SOLEShares309.22K
TypeSH
Market value$10.34M
2.80%
Sole
309.22K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares54.69K
TypeSH
Market value$9.64M
2.61%
Sole
54.69K
Shared
0.00
None
0.00
Criteo SA
SOLEShares351.94K
TypeSH
Market value$8.43M
2.29%
Sole
351.94K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares37.75K
TypeSH
Market value$8.28M
2.25%
Sole
37.75K
Shared
0.00
None
0.00
Lincoln Electric Holdings Inc
SOLEShares39.86K
TypeSH
Market value$8.26M
2.24%
Sole
39.86K
Shared
0.00
None
0.00
Valvoline Inc
SOLEShares208.97K
TypeSH
Market value$7.91M
2.15%
Sole
208.97K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares48.27K
TypeSH
Market value$7.37M
2.00%
Sole
48.27K
Shared
0.00
None
0.00
Sysco Corp
SOLEShares87.24K
TypeSH
Market value$6.61M
1.79%
Sole
87.24K
Shared
0.00
None
0.00
Graham Holdings Co
SOLEShares6.98K
TypeSH
Market value$6.60M
1.79%
Sole
6.98K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares12.63K
TypeSH
Market value$6.28M
1.70%
Sole
12.63K
Shared
0.00
None
0.00
Walt Disney Co/The
SOLEShares50.27K
TypeSH
Market value$6.23M
1.69%
Sole
50.27K
Shared
0.00
None
0.00
Applied Industrial Technologie
SOLEShares24.58K
TypeSH
Market value$5.71M
1.55%
Sole
24.58K
Shared
0.00
None
0.00
CSX Corp
SOLEShares174.10K
TypeSH
Market value$5.68M
1.54%
Sole
174.10K
Shared
0.00
None
0.00
Arch Capital Group Ltd
SOLEShares56.82K
TypeSH
Market value$5.17M
1.40%
Sole
56.82K
Shared
0.00
None
0.00
Bruker Corp
SOLEShares123.59K
TypeSH
Market value$5.09M
1.38%
Sole
123.59K
Shared
0.00
None
0.00
Cactus Inc. A
SOLEShares115.44K
TypeSH
Market value$5.05M
1.37%
Sole
115.44K
Shared
0.00
None
0.00
Performance Food Group Co
SOLEShares55.30K
TypeSH
Market value$4.84M
1.31%
Sole
55.30K
Shared
0.00
None
0.00
Wix.com Ltd
SOLEShares30.43K
TypeSH
Market value$4.82M
1.31%
Sole
30.43K
Shared
0.00
None
0.00
SPDR S&P 500 ETF Trust
SOLEShares7.67K
TypeSH
Market value$4.74M
1.28%
Sole
7.67K
Shared
0.00
None
0.00
Axis Capital Holdings Ltd
SOLEShares44.46K
TypeSH
Market value$4.62M
1.25%
Sole
44.46K
Shared
0.00
None
0.00
Coca-Cola Consolidated Inc
SOLEShares39.73K
TypeSH
Market value$4.44M
1.20%
Sole
39.73K
Shared
0.00
None
0.00
Align Technology Inc
SOLEShares22.34K
TypeSH
Market value$4.23M
1.15%
Sole
22.34K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares5.72K
TypeSH
Market value$4.22M
1.14%
Sole
5.72K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Kirby CorpSOLE | COM | 143.86K | SH | $16.32M 4.42% | 143.86K | 0.00 | 0.00 |
Berkshire Hathaway Inc Cl BSOLE | COM | 29.03K | SH | $14.10M 3.82% | 29.03K | 0.00 | 0.00 |
Hub Group IncSOLE | COM | 309.22K | SH | $10.34M 2.80% | 309.22K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 54.69K | SH | $9.64M 2.61% | 54.69K | 0.00 | 0.00 |
Criteo SASOLE | ADR | 351.94K | SH | $8.43M 2.29% | 351.94K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 37.75K | SH | $8.28M 2.25% | 37.75K | 0.00 | 0.00 |
Lincoln Electric Holdings IncSOLE | COM | 39.86K | SH | $8.26M 2.24% | 39.86K | 0.00 | 0.00 |
Valvoline IncSOLE | COM | 208.97K | SH | $7.91M 2.15% | 208.97K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 48.27K | SH | $7.37M 2.00% | 48.27K | 0.00 | 0.00 |
Sysco CorpSOLE | COM | 87.24K | SH | $6.61M 1.79% | 87.24K | 0.00 | 0.00 |
Graham Holdings CoSOLE | COM | 6.98K | SH | $6.60M 1.79% | 6.98K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 12.63K | SH | $6.28M 1.70% | 12.63K | 0.00 | 0.00 |
Walt Disney Co/TheSOLE | COM | 50.27K | SH | $6.23M 1.69% | 50.27K | 0.00 | 0.00 |
Applied Industrial TechnologieSOLE | COM | 24.58K | SH | $5.71M 1.55% | 24.58K | 0.00 | 0.00 |
CSX CorpSOLE | COM | 174.10K | SH | $5.68M 1.54% | 174.10K | 0.00 | 0.00 |
Arch Capital Group LtdSOLE | COM | 56.82K | SH | $5.17M 1.40% | 56.82K | 0.00 | 0.00 |
Bruker CorpSOLE | COM | 123.59K | SH | $5.09M 1.38% | 123.59K | 0.00 | 0.00 |
Cactus Inc. ASOLE | COM | 115.44K | SH | $5.05M 1.37% | 115.44K | 0.00 | 0.00 |
Performance Food Group CoSOLE | COM | 55.30K | SH | $4.84M 1.31% | 55.30K | 0.00 | 0.00 |
Wix.com LtdSOLE | COM | 30.43K | SH | $4.82M 1.31% | 30.43K | 0.00 | 0.00 |
SPDR S&P 500 ETF TrustSOLE | COM | 7.67K | SH | $4.74M 1.28% | 7.67K | 0.00 | 0.00 |
Axis Capital Holdings LtdSOLE | COM | 44.46K | SH | $4.62M 1.25% | 44.46K | 0.00 | 0.00 |
Coca-Cola Consolidated IncSOLE | COM | 39.73K | SH | $4.44M 1.20% | 39.73K | 0.00 | 0.00 |
Align Technology IncSOLE | COM | 22.34K | SH | $4.23M 1.15% | 22.34K | 0.00 | 0.00 |
Meta Platforms IncSOLE | COM | 5.72K | SH | $4.22M 1.14% | 5.72K | 0.00 | 0.00 |
Page 1 of 6
…