Filed: 5/8/2026ACC: 0001895612-26-000004
📋 What this filing means
VELA INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 143 equity positions with a total reported market value of $436.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
143
Positions
$436.05M
Total AUM (reported)
7.48M
Total Shares
Allocation by class
COM$418.28M95.9%
ADR$17.45M4.0%
PFD$321.8K0.1%
Portfolio Concentration
Top 3$47.38M10.9%
4–10$74.83M17.2%
11–25$88.53M20.3%
Rest$225.31M51.7%
Top 3 weight
10.9%
Top 10 weight
28.0%
Voting Authority Distribution
Total shares with voting rights: 7.48M
Sole
Full voting authority
7.48M
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)
Sole143
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings143
Rows:
Kirby Corp
SOLEShares147.90K
TypeSH
Market value$19.65M
4.51%
Sole
147.90K
Shared
0.00
None
0.00
Criteo SA
SOLEShares822.47K
TypeSH
Market value$14.75M
3.38%
Sole
822.47K
Shared
0.00
None
0.00
Wix.com Ltd
SOLEShares144.16K
TypeSH
Market value$12.98M
2.98%
Sole
144.16K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares43.76K
TypeSH
Market value$12.58M
2.89%
Sole
43.76K
Shared
0.00
None
0.00
Worthington Inc
SOLEShares217.11K
TypeSH
Market value$11.32M
2.60%
Sole
217.11K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares53.67K
TypeSH
Market value$11.18M
2.56%
Sole
53.67K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Cl B
SOLEShares23.26K
TypeSH
Market value$11.15M
2.56%
Sole
23.26K
Shared
0.00
None
0.00
Hub Group Inc
SOLEShares304.16K
TypeSH
Market value$10.96M
2.51%
Sole
304.16K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares36.86K
TypeSH
Market value$9.01M
2.07%
Sole
36.86K
Shared
0.00
None
0.00
Lincoln Electric Holdings Inc
SOLEShares34.63K
TypeSH
Market value$8.63M
1.98%
Sole
34.63K
Shared
0.00
None
0.00
CSX Corp
SOLEShares202.57K
TypeSH
Market value$8.32M
1.91%
Sole
202.57K
Shared
0.00
None
0.00
Pool Corp
SOLEShares37.32K
TypeSH
Market value$7.55M
1.73%
Sole
37.32K
Shared
0.00
None
0.00
Carlisle Cos Inc
SOLEShares21.01K
TypeSH
Market value$7.01M
1.61%
Sole
21.01K
Shared
0.00
None
0.00
Cactus Inc. A
SOLEShares144.70K
TypeSH
Market value$6.85M
1.57%
Sole
144.70K
Shared
0.00
None
0.00
Arch Capital Group Ltd
SOLEShares67.65K
TypeSH
Market value$6.49M
1.49%
Sole
67.65K
Shared
0.00
None
0.00
Henry Jack & Assoc Inc
SOLEShares37.66K
TypeSH
Market value$5.95M
1.36%
Sole
37.66K
Shared
0.00
None
0.00
Murphy USA Inc.
SOLEShares11.93K
TypeSH
Market value$5.89M
1.35%
Sole
11.93K
Shared
0.00
None
0.00
Walt Disney Co/The
SOLEShares61.02K
TypeSH
Market value$5.88M
1.35%
Sole
61.02K
Shared
0.00
None
0.00
Accenture PLC
SOLEShares27.03K
TypeSH
Market value$5.36M
1.23%
Sole
27.03K
Shared
0.00
None
0.00
PepsiCo Inc
SOLEShares33.34K
TypeSH
Market value$5.18M
1.19%
Sole
33.34K
Shared
0.00
None
0.00
Greenbrier Cos Inc/The
SOLEShares95.27K
TypeSH
Market value$5.02M
1.15%
Sole
95.27K
Shared
0.00
None
0.00
Axis Capital Holdings Ltd
SOLEShares48.04K
TypeSH
Market value$4.87M
1.12%
Sole
48.04K
Shared
0.00
None
0.00
Align Technology Inc
SOLEShares27.70K
TypeSH
Market value$4.75M
1.09%
Sole
27.70K
Shared
0.00
None
0.00
Thermo Fisher Scientific Inc
SOLEShares9.65K
TypeSH
Market value$4.75M
1.09%
Sole
9.65K
Shared
0.00
None
0.00
Atlanta Braves Holdings Inc
SOLEShares109.09K
TypeSH
Market value$4.66M
1.07%
Sole
109.09K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Kirby CorpSOLE | COM | 147.90K | SH | $19.65M 4.51% | 147.90K | 0.00 | 0.00 |
Criteo SASOLE | ADR | 822.47K | SH | $14.75M 3.38% | 822.47K | 0.00 | 0.00 |
Wix.com LtdSOLE | COM | 144.16K | SH | $12.98M 2.98% | 144.16K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 43.76K | SH | $12.58M 2.89% | 43.76K | 0.00 | 0.00 |
Worthington IncSOLE | COM | 217.11K | SH | $11.32M 2.60% | 217.11K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 53.67K | SH | $11.18M 2.56% | 53.67K | 0.00 | 0.00 |
Berkshire Hathaway Inc Cl BSOLE | COM | 23.26K | SH | $11.15M 2.56% | 23.26K | 0.00 | 0.00 |
Hub Group IncSOLE | COM | 304.16K | SH | $10.96M 2.51% | 304.16K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 36.86K | SH | $9.01M 2.07% | 36.86K | 0.00 | 0.00 |
Lincoln Electric Holdings IncSOLE | COM | 34.63K | SH | $8.63M 1.98% | 34.63K | 0.00 | 0.00 |
CSX CorpSOLE | COM | 202.57K | SH | $8.32M 1.91% | 202.57K | 0.00 | 0.00 |
Pool CorpSOLE | COM | 37.32K | SH | $7.55M 1.73% | 37.32K | 0.00 | 0.00 |
Carlisle Cos IncSOLE | COM | 21.01K | SH | $7.01M 1.61% | 21.01K | 0.00 | 0.00 |
Cactus Inc. ASOLE | COM | 144.70K | SH | $6.85M 1.57% | 144.70K | 0.00 | 0.00 |
Arch Capital Group LtdSOLE | COM | 67.65K | SH | $6.49M 1.49% | 67.65K | 0.00 | 0.00 |
Henry Jack & Assoc IncSOLE | COM | 37.66K | SH | $5.95M 1.36% | 37.66K | 0.00 | 0.00 |
Murphy USA Inc.SOLE | COM | 11.93K | SH | $5.89M 1.35% | 11.93K | 0.00 | 0.00 |
Walt Disney Co/TheSOLE | COM | 61.02K | SH | $5.88M 1.35% | 61.02K | 0.00 | 0.00 |
Accenture PLCSOLE | COM | 27.03K | SH | $5.36M 1.23% | 27.03K | 0.00 | 0.00 |
PepsiCo IncSOLE | COM | 33.34K | SH | $5.18M 1.19% | 33.34K | 0.00 | 0.00 |
Greenbrier Cos Inc/TheSOLE | COM | 95.27K | SH | $5.02M 1.15% | 95.27K | 0.00 | 0.00 |
Axis Capital Holdings LtdSOLE | COM | 48.04K | SH | $4.87M 1.12% | 48.04K | 0.00 | 0.00 |
Align Technology IncSOLE | COM | 27.70K | SH | $4.75M 1.09% | 27.70K | 0.00 | 0.00 |
Thermo Fisher Scientific IncSOLE | COM | 9.65K | SH | $4.75M 1.09% | 9.65K | 0.00 | 0.00 |
Atlanta Braves Holdings IncSOLE | COM | 109.09K | SH | $4.66M 1.07% | 109.09K | 0.00 | 0.00 |
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