13F Insight
DOSSIER · 13F-HR · Q2 2026

VELA Investment Management, LLC

$459M in tracked AUM across 165 positions as of Q2 2026.

VI
CIK 0001895612 · last filed Jun 30, 2026
Total AUM
$459M
as of Q2 2026
Holdings
165
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

VELA Investment Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
KEX
Kirby Corp
$17M128K3.8%02
GOOGL
Alphabet Inc
$15M42K3.2%03
SOXX
iShares Semiconductor ETF
$14M23K3.1%04
CRTO
Criteo SA
$14M761K3.0%05
AMZN
Amazon.com Inc
$12M51K2.6%06
WOR
Worthington Inc
$12M223K2.6%07
BRK/B
Berkshire Hathaway Inc Cl B
$12M24K2.6%08
HUBG
Hub Group Inc
$11M259K2.5%09
LECO
Lincoln Electric Holdings Inc
$9M34K2.0%10
JKHY
Henry Jack & Assoc Inc
$9M65K2.0%

Filing history

2026Q2Jun 30
$459M▲ 7.1%
165 positionsView →2026Q1Mar 31
$429M▲ 1.9%
172 positionsView →2025Q4Dec 31
$421M▲ 2.6%
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 positionsLocked
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