Skip to main content
Equibles

VELA Investment Management, LLC

Location
NEW ALBANY, OH
Portfolio Value
Small $426,523,390
Diversification
Diversified
Filing Date
Global Rank
#2,550 / 8,232 ▲ 200
Top Industry
Software - Infrastructure 5.1%
3Y Alpha vs SPY
-7.0%
Period ended 2 months ago
Filed May 8, 2026 · 37d
18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+47.4%
SPY
+76.3%
Annualised alpha
-7.0%
Max drawdown
−19.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

136 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
4.6%
+0.5 pts
Top 5
16.7%
+0.3 pts
Top 10
28.7%
+1.4 pts
HHI
149
Jun 2023 → Mar 2026 · range 142 – 163
Diversified+8

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Industrials 26.6% $113,489,082
Technology 12.5% $53,135,601
Consumer Cyclical 12.1% $51,772,051
Financial Services 11.3% $48,272,060
Healthcare 10.5% $44,785,992
Communication Services 8.7% $37,054,063
Consumer Defensive 8.2% $34,879,477
Energy 6.7% $28,514,868
Basic Materials 2.3% $9,927,493
Real Estate 0.6% $2,520,437
Utilities 0.3% $1,354,586
Unclassified 0.2% $817,680

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
CRTO +271,063 822,470 $14,746,887
PAL +172,625 412,605 $2,797,461
WOR +138,803 217,109 $11,320,063
JBI +118,709 494,196 $2,545,109
NOMD +64,600 187,000 $1,797,070
SIBN +46,748 187,160 $2,363,830
WIX +42,191 144,165 $12,984,941
NLOP +39,453 133,780 $1,541,145
PRCT +34,801 73,039 $1,826,705
ETSY +29,365 49,440 $2,471,011
GIL +26,082 75,770 $4,216,600
JKHY +23,673 37,661 $5,951,944
GLOB +17,300 34,100 $1,572,351
POOL +16,742 37,320 $7,550,955
ARCO +16,400 167,400 $1,381,050
EHC +16,276 33,052 $3,197,119
AGM +13,064 16,356 $2,426,412
EPAM +12,460 33,399 $4,522,224
CSX +10,645 202,572 $8,315,580
DECK +10,473 25,376 $2,539,883
ACN +9,530 27,033 $5,360,373
NFG +9,258 35,064 $3,294,613
DIS +8,928 61,015 $5,880,625
PFGC +7,979 39,173 $3,355,559
IONS +7,500 12,500 $938,625

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
MAMA −110,855 115,696 $1,774,776
MPLX −37,933 16,513 $942,396
FIS −35,459 15,633 $733,344
SYY −33,269 52,773 $3,764,298
AGI −28,496 87,648 $3,894,200
VVV −24,990 108,766 $3,663,238
AR −24,644 104,486 $4,434,385
COKE −17,944 9,874 $1,893,240
HUBG −17,256 304,159 $10,961,890
SU −15,597 38,771 $2,563,150
SBUX −14,873 3,875 $347,161
RKT −8,211 34,876 $496,983
AIT −7,417 13,317 $3,533,266
ABT −6,443 20,786 $2,134,098
KEX −6,150 147,898 $19,652,686
RRC −5,746 60,750 $2,744,685
MOV −5,606 179,400 $4,380,948
NOC −5,188 899 $613,333
FDX −4,986 5,736 $2,043,048
TTE −4,600 18,000 $1,637,640
TBBB −4,000 39,100 $1,382,967
ABBV −3,991 3,454 $751,210
ZTS −3,845 15,528 $1,835,564
LECO −3,205 34,635 $8,626,885
IBP −2,916 7,843 $2,079,571

New Positions

Positions the filer opened this quarter
19 positions
Ticker Shares Value Open
EFX 20,635 $3,715,744
IPAR 39,724 $3,608,528
LW 80,739 $3,412,030
LMB 43,106 $3,364,423
ESNT 40,242 $2,351,742
HLI 16,130 $2,316,590
AZN 6,592 $1,300,074
SLV 12,000 $817,680
PYPL 12,500 $565,375
NFLX 5,745 $552,381
OWL 55,000 $502,150
MA 958 $478,674
DPZ 1,319 $473,244
FLO 37,751 $307,670
ZBRA 1,418 $296,475
BRO 3,982 $259,666
ICLR 1,994 $220,656
CMPR 2,743 $200,239
UHG 56,000 $64,960

Sold Out

Positions the filer fully exited
15 positions
Ticker Shares Value Open
SPY 10,327 $7,042,187
TER 22,060 $4,269,933
GLD 9,000 $3,566,790
SEB 610 $2,711,340
BOKF 17,849 $2,114,392
NEU 2,211 $1,519,531
WDAY 6,835 $1,468,021
OSG 178,752 $1,390,690
INTC 30,000 $1,107,000
ADBE 2,920 $1,021,970
GPC 4,800 $590,208
CNC 12,500 $514,375
AVY 2,596 $472,160
NWE 4,233 $273,197
TXN 1,353 $234,731

Portfolio Positions

Export CSV View 13F filing
136 positions · $426,523,390 total · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Showing 1–50 of 136 positions by value · page 1 of 3
Ticker Company Shares Value (USD) % of Portfolio History
KEX
Kirby Corp
Industrials 		147,898 $19,652,686 4.61%
CRTO
Criteo S.A.
Communication Services 		822,470 $14,746,887 3.46%
WIX
Wix.com Ltd.
Technology 		144,165 $12,984,941 3.04%
GOOGL
Alphabet Inc.
Communication Services 		43,761 $12,583,913 2.95%
WOR
Worthington Enterprises, Inc.
Industrials 		217,109 $11,320,063 2.65%
AMZN
Amazon Com Inc
Consumer Cyclical 		53,669 $11,177,642 2.62%
BRK-B
Berkshire Hathaway Inc
Financial Services 		23,262 $11,147,150 2.61%
HUBG
Hub Group, Inc.
Industrials 		304,159 $10,961,890 2.57%
JNJ
Johnson & Johnson
Healthcare 		36,860 $9,010,058 2.11%
LECO
Lincoln Electric Holdings Inc
Industrials 		34,635 $8,626,885 2.02%
CSX
Csx Corp
Industrials 		202,572 $8,315,580 1.95%
POOL
Pool Corp
Industrials 		37,320 $7,550,955 1.77%
CSL
Carlisle Companies Inc
Industrials 		21,006 $7,008,021 1.64%
WHD
Cactus, Inc.
Energy 		144,703 $6,854,581 1.61%
ACGL
Arch Capital Group Ltd.
Financial Services 		67,646 $6,493,339 1.52%
JKHY
Jack Henry & Associates Inc
Technology 		37,661 $5,951,944 1.40%
MUSA
Murphy USA Inc.
Consumer Cyclical 		11,932 $5,894,050 1.38%
DIS
Walt Disney Co
Communication Services 		61,015 $5,880,625 1.38%
ACN
Accenture plc
Technology 		27,033 $5,360,373 1.26%
PEP
Pepsico Inc
Consumer Defensive 		33,343 $5,177,834 1.21%
GBX
Greenbrier Companies Inc
Industrials 		95,269 $5,015,912 1.18%
AXS
Axis Capital Holdings Ltd
Financial Services 		48,036 $4,871,330 1.14%
ALGN
Align Technology Inc
Healthcare 		27,705 $4,749,468 1.11%
TMO
Thermo Fisher Scientific Inc.
Healthcare 		9,654 $4,745,230 1.11%
GHC
Graham Holdings Co
Consumer Defensive 		4,323 $4,570,534 1.07%
EPAM
EPAM Systems, Inc.
Technology 		33,399 $4,522,224 1.06%
CPA
Copa Holdings, S.A.
Industrials 		39,802 $4,521,905 1.06%
MSFT
Microsoft Corp
Technology 		12,199 $4,515,703 1.06%
BKNG
Booking Holdings Inc.
Consumer Cyclical 		1,065 $4,483,989 1.05%
AR
ANTERO RESOURCES Corp
Energy 		104,486 $4,434,385 1.04%
MOV
Movado Group Inc
Consumer Cyclical 		179,400 $4,380,948 1.03%
GIL
Gildan Activewear Inc.
Consumer Cyclical 		75,770 $4,216,600 0.99%
SNCY
Sun Country Airlines Holdings, LLC
Industrials 		243,658 $4,025,230 0.94%
AGI
Alamos Gold Inc
Basic Materials 		87,648 $3,894,200 0.91%
SYY
Sysco Corp
Consumer Defensive 		52,773 $3,764,298 0.88%
EFX
Equifax Inc
Industrials 		20,635 $3,715,744 0.87%
C
Citigroup Inc
Financial Services 		32,597 $3,696,825 0.87%
VVV
Valvoline Inc
Consumer Cyclical 		108,766 $3,663,238 0.86%
BRKR
Bruker Corp
Healthcare 		100,526 $3,630,999 0.85%
IPAR
Interparfums Inc
Consumer Defensive 		39,724 $3,608,528 0.85%
AIT
Applied Industrial Technologies Inc
Industrials 		13,317 $3,533,266 0.83%
LW
Lamb Weston Holdings, Inc.
Consumer Defensive 		80,739 $3,412,030 0.80%
LMB
Limbach Holdings, Inc.
Industrials 		43,106 $3,364,423 0.79%
PFGC
Performance Food Group Co
Consumer Defensive 		39,173 $3,355,559 0.79%
NFG
National Fuel Gas Co
Energy 		35,064 $3,294,613 0.77%
EHC
Encompass Health Corp
Healthcare 		33,052 $3,197,119 0.75%
BKR
Baker Hughes Co
Energy 		51,764 $3,160,192 0.74%
META
Meta Platforms, Inc.
Communication Services 		5,129 $2,934,454 0.69%
AGO
Assured Guaranty Ltd
Financial Services 		35,791 $2,916,250 0.68%
TDW
Tidewater Inc
Energy 		34,509 $2,883,226 0.68%

Report a Problem

Category
Description
Email (optional, for follow-up)