Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
VELA Investment Management, LLC (CIK 1895612) reported $436.1M across 106 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: KEX ($19.7M, 4.51%), CRTO ($14.7M, 3.38%), WIX ($13.0M, 2.98%), GOOGL ($12.6M, 2.89%), WOR ($11.3M, 2.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KEX | Kirby Corp | $19.7M | 4.51% | 147,898 | Trimmed |
| 2 | CRTO | Criteo SA | $14.7M | 3.38% | 822,470 | Added |
| 3 | WIX | Wix.com Ltd | $13.0M | 2.98% | 144,165 | Added |
| 4 | GOOGL | Alphabet Inc | $12.6M | 2.89% | 43,761 | Trimmed |
| 5 | WOR | Worthington Inc | $11.3M | 2.60% | 217,109 | Added |
| 6 | BRK/B | Berkshire Hathaway Inc Cl B | $11.1M | 2.56% | 23,262 | Trimmed |
| 7 | AMZN | Amazon.com Inc | $11.2M | 2.56% | 53,669 | Added |
| 8 | HUBG | Hub Group Inc | $11.0M | 2.51% | 304,159 | Trimmed |
| 9 | JNJ | Johnson & Johnson | $9.0M | 2.07% | 36,860 | Added |
| 10 | LECO | Lincoln Electric Holdings Inc | $8.6M | 1.98% | 34,635 | Trimmed |
| 11 | CSX | CSX Corp | $8.3M | 1.91% | 202,572 | Added |
| 12 | POOL | Pool Corp | $7.6M | 1.73% | 37,320 | Added |
| 13 | CSL | Carlisle Cos Inc | $7.0M | 1.61% | 21,006 | Added |
| 14 | WHD | Cactus Inc. A | $6.9M | 1.57% | 144,703 | Trimmed |
| 15 | ACGL | Arch Capital Group Ltd | $6.5M | 1.49% | 67,646 | Added |
| 16 | JKHY | Henry Jack & Assoc Inc | $6.0M | 1.36% | 37,661 | Added |
| 17 | DIS | Walt Disney Co/The | $5.9M | 1.35% | 61,015 | Added |
| 18 | MUSA | Murphy USA Inc. | $5.9M | 1.35% | 11,932 | Added |
| 19 | ACN | Accenture PLC | $5.4M | 1.23% | 27,033 | Added |
| 20 | PEP | PepsiCo Inc | $5.2M | 1.19% | 33,343 | Added |
| 21 | GBX | Greenbrier Cos Inc/The | $5.0M | 1.15% | 95,269 | Added |
| 22 | AXS | Axis Capital Holdings Ltd | $4.9M | 1.12% | 48,036 | Trimmed |
| 23 | ALGN | Align Technology Inc | $4.7M | 1.09% | 27,705 | Added |
| 24 | TMO | Thermo Fisher Scientific Inc | $4.7M | 1.09% | 9,654 | Added |
| 25 | BATRK | Atlanta Braves Holdings Inc | $4.7M | 1.07% | 109,086 | Added |
Source: SEC Form 13F filings · as of 2026-03-31