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 | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
18 quarters · across all stocks
Holdings in CRTO
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,746,887 | 822,470 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $11,364,498 | 551,407 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $9,721,729 | 430,165 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $8,432,482 | 351,940 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,683,425 | 188,744 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,210,366 | 156,986 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,491,749 | 111,624 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,652,993 | 96,845 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,484,029 | 99,345 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,508,857 | 99,086 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,380,530 | 81,525 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,499,776 | 44,451 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,280,709 | 40,651 | Shares | Sole | 2023-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||