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 TBBB
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,382,967 | 39,100 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,439,109 | 43,100 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,091,880 | 40,500 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $952,168 | 34,300 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $667,000 | 25,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $424,200 | 15,000 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $450,000 | 15,000 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $357,900 | 15,000 | Shares | Sole | 2024-08-05 | |
| No 13F history on record for this holder in this stock. | ||||||