Institution
VELA Investment Management, LLC
CIK 0001895612 - 2026Q2 report dated 2026-06-30
Shown positions
100
Shown market value
$415,748,273
Net value change
+$70,319,049
88 changed positions shown
Latest filing
0001895612-26-000014Largest reported increase
SOXX
iShares Semiconductor ETF
+$14,417,100
Largest reported decrease
ACN
Accenture PLC
-$3,086,109
Latest 13F holdings
Top reported positions by market value. 13F filings are delayed and may not reflect current holdings.
| Ticker | Issuer | Value | Shares | Change | Value change | Report |
|---|---|---|---|---|---|---|
| KEX | Kirby Corp 497266106 | $17,455,013 | 128,374 | REDUCED -9.4% | -$1,377,937 | 2026-06-30SEC filing |
| SOXX | iShares Semiconductor ETF 464287523 | $14,417,100 | 22,500 | NEW new | +$14,417,100 | 2026-06-30SEC filing |
| CRTO | Criteo SA 226718104 | $13,914,919 | 761,210 | REDUCED -5.6% | -$536,822 | 2026-06-30SEC filing |
| WOR | Worthington Inc 981811102 | $11,964,879 | 222,561 | INCREASED +5.1% | +$921,575 | 2026-06-30SEC filing |
| GOOGL | Alphabet Inc 02079K305 | $11,833,664 | 33,113 | REDUCED -9.9% | +$1,262,622 | 2026-06-30SEC filing |
| BRK-B | Berkshire Hathaway Inc Cl B 084670702 | $11,818,211 | 23,618 | INCREASED +1.5% | +$671,061 | 2026-06-30SEC filing |
| HUBG | Hub Group Inc 443320106 | $11,359,958 | 259,419 | REDUCED -12.9% | +$627,895 | 2026-06-30SEC filing |
| AMZN | Amazon.com Inc 023135106 | $9,737,619 | 40,856 | REDUCED -6.4% | +$642,676 | 2026-06-30SEC filing |
| LECO | Lincoln Electric Holdings Inc 533900106 | $9,048,315 | 34,079 | INCREASED +0.3% | +$587,566 | 2026-06-30SEC filing |
| JKHY | Henry Jack & Assoc Inc 426281101 | $8,988,912 | 65,260 | INCREASED +77.4% | +$3,175,253 | 2026-06-30SEC filing |
| CSL | Carlisle Cos Inc 142339100 | $8,045,069 | 22,178 | INCREASED +8.7% | +$1,237,219 | 2026-06-30SEC filing |
| CSX | CSX Corp 126408103 | $7,875,388 | 165,693 | REDUCED -9.2% | +$380,807 | 2026-06-30SEC filing |
| WHD | Cactus Inc. A 127203107 | $7,449,918 | 145,421 | INCREASED +2.8% | +$748,484 | 2026-06-30SEC filing |
| POOL | Pool Corp 73278L105 | $7,117,058 | 33,118 | REDUCED -9.0% | -$244,314 | 2026-06-30SEC filing |
| JNJ | Johnson & Johnson 478160104 | $6,639,569 | 26,143 | REDUCED -12.4% | -$659,483 | 2026-06-30SEC filing |
| DIS | Walt Disney Co/The 254687106 | $6,600,798 | 68,580 | INCREASED +12.4% | +$720,199 | 2026-06-30SEC filing |
| CPA | Copa Holdings SA P31076105 | $6,085,743 | 39,119 | INCREASED +0.2% | +$1,651,090 | 2026-06-30SEC filing |
| ACGL | Arch Capital Group Ltd G0450A105 | $6,020,535 | 62,029 | REDUCED -0.9% | +$9,833 | 2026-06-30SEC filing |
| ZBRA | Zebra Technologies Corp Cl A 989207105 | $5,602,436 | 21,281 | NEW new | +$5,602,436 | 2026-06-30SEC filing |
| TMO | Thermo Fisher Scientific Inc 883556102 | $5,598,687 | 11,167 | INCREASED +15.7% | +$853,456 | 2026-06-30SEC filing |
| AXS | Axis Capital Holdings Ltd G0692U109 | $5,534,234 | 51,510 | INCREASED +7.2% | +$662,903 | 2026-06-30SEC filing |
| BATRK | Atlanta Braves Holdings Inc 047726302 | $5,427,442 | 104,575 | UNCHANGED 0.0% | +$962,090 | 2026-06-30SEC filing |
| GIL | Gildan Activewear Inc 375916103 | $5,403,036 | 104,710 | INCREASED +44.0% | +$1,357,003 | 2026-06-30SEC filing |
| MUSA | Murphy USA Inc. 626755102 | $5,060,528 | 9,391 | REDUCED -18.8% | -$651,247 | 2026-06-30SEC filing |
| ABT | Abbott Laboratories 002824100 | $4,980,900 | 54,892 | INCREASED +164.1% | +$2,846,801 | 2026-06-30SEC filing |