VELA Investment Management, LLC
Top Portfolio Positions
135 positions ·
$415,376,240 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| KEX |
Kirby Corp
Industrials
|
147,898 | $19,652,686 | 4.73% |
| CRTO |
Criteo S.A.
Communication Services
|
822,470 | $14,746,887 | 3.55% |
| WIX |
Wix.com Ltd.
Technology
|
144,165 | $12,984,941 | 3.13% |
| GOOGL |
Alphabet Inc.
Communication Services
|
43,761 | $12,583,913 | 3.03% |
| WOR |
Worthington Enterprises, Inc.
Industrials
|
217,109 | $11,320,063 | 2.73% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
53,669 | $11,177,642 | 2.69% |
| HUBG |
Hub Group, Inc.
Industrials
|
304,159 | $10,961,890 | 2.64% |
| JNJ |
Johnson & Johnson
Healthcare
|
36,860 | $9,010,058 | 2.17% |
| LECO |
Lincoln Electric Holdings Inc
Industrials
|
34,635 | $8,626,885 | 2.08% |
| CSX |
Csx Corp
Industrials
|
202,572 | $8,315,580 | 2.00% |
Holdings in AGO
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,916,250 | 35,791 | Shares | Sole | 2026-05-08 | |
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