13F Insight
DOSSIER · 13F-HR · Q1 2026

VELA Investment Management, LLC

$436M in tracked AUM across 174 positions as of Q1 2026.

VI
CIK 0001895612 · last filed Mar 31, 2026
Total AUM
$436M
as of Q1 2026
Holdings
174
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

VELA Investment Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
KEX
Kirby Corp
$20M148K4.5%02
CRTO
Criteo SA
$15M822K3.4%03
M98068105
Wix.com Ltd
$13M144K3.0%04
GOOGL
Alphabet Inc
$13M44K2.9%05
WOR
Worthington Inc
$11M217K2.6%06
AMZN
Amazon.com Inc
$11M54K2.6%07
BRK/B
Berkshire Hathaway Inc Cl B
$11M23K2.6%08
HUBG
Hub Group Inc
$11M304K2.5%09
JNJ
Johnson & Johnson
$9M37K2.1%10
LECO
Lincoln Electric Holdings Inc
$9M35K2.0%

Filing history

2026Q1Mar 31
$436M▲ 2.6%
174 positionsView →2025Q4Dec 31
$425M▲ 3.7%
169 positionsView →2025Q3Sep 30
$410M▲ 11.1%
174 positionsView →2025Q2Jun 30
$369M▲ 15.7%
161 positionsLocked2025Q1Mar 31
$319M▼ 11.2%
154 positionsLocked2024Q4Dec 31
$359M▲ 10.7%
167 positionsLocked2024Q3Sep 30
$324M▲ 0.7%
160 positionsLocked2024Q2Jun 30
$322M▲ 9.1%
164 positionsLocked2024Q1Mar 31
$295M▲ 12.8%
160 positionsLocked2023Q4Dec 31
$261M▲ 14.8%
160 positionsLocked2023Q3Sep 30
$228M▲ 5.1%
136 positionsLocked2023Q2Jun 30
$217M▼ 1.4%
136 positionsLocked
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