VELA Investment Management, LLC
Top Portfolio Positions
136 positions ·
$426,523,390 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
18 quarters · across all stocks
Holdings in GHC
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,570,534 | 4,323 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,404,013 | 4,919 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $8,142,276 | 6,916 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $6,601,428 | 6,977 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $8,016,454 | 8,343 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $8,453,264 | 9,695 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $8,030,669 | 9,773 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $6,882,872 | 9,839 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $6,641,199 | 8,651 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,994,947 | 8,607 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $4,999,808 | 8,576 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,980,929 | 6,966 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,728,586 | 7,936 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,263,909 | 7,057 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,070,789 | 5,708 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,789,986 | 4,922 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,607,308 | 4,264 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,473,972 | 3,928 | Shares | Sole | 2022-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||