VELA Investment Management, LLC
13F Reported Value
ⓘ$436.1M
incl. option notional
Equity Holdings
ⓘ$394.3M
Option Notional
ⓘ$41.8M
$33.4M puts / $8.4M calls
Holdings
174
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
VELA Investment Management, LLC disclosed 174 positions worth $436.1M in its Form 13F-HR for Q1 2026 — $394.3M in common stock plus $41.8M of put/call option positions (reported at underlying notional value, not premium at risk), led by $KEX (KIRBY CORP) at 4.8% of the equity portfolio, followed by $CRTO and $WIX. During the quarter the fund opened 28 new positions and exited 22 — including a new stake in $EFX and a full exit from $SPY. The portfolio is most concentrated in Industrials (24.1% of disclosed assets). All figures are sourced directly from VELA Investment Management, LLC’s Form 13F-HR filing with the SEC under CIK 1895612.
AI Fund Analysis
Stable
Sector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 64.1#655
Quality
$19.1M143,898 sh - —
Quality
$14.7M822,470 sh - —
Quality
$11.4M126,065 sh - 54.6
Quality
$11.3M217,109 sh - 64.5
Quality
$11.1M23,262 sh - 46.0
Quality
$11.0M304,159 sh - 80.2
Quality
$10.6M36,761 sh - 74.6
Quality
$9.1M43,669 sh - 67.5
Quality
$8.6M34,635 sh - 56.3
Quality
$7.6M37,320 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 KIRBY CORP$KEX | 64.1#655 | $19.1M | 143,898 |
 Criteo S.A.$CRTO | — | $14.7M | 822,470 |
 Wix.com Ltd.$WIX | — | $11.4M | 126,065 |
 WORTHINGTON ENTERPRISES, INC.$WOR | 54.6 | $11.3M | 217,109 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $11.1M | 23,262 |
 Hub Group, Inc.$HUBG | 46.0 | $11.0M | 304,159 |
 Alphabet Inc.$GOOG | 80.2 | $10.6M | 36,761 |
 AMAZON COM INC$AMZN | 74.6 | $9.1M | 43,669 |
 LINCOLN ELECTRIC HOLDINGS INC$LECO | 67.5 | $8.6M | 34,635 |
 POOL CORP$POOL | 56.3 | $7.6M | 37,320 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of VELA Investment Management, LLC's 174 positions.
Showing top 10 of 174 holdings.
Sector Allocation
Industrials
$95.0M
Technology
$59.0M
Consumer Discretionary
$52.5M
Financials
$45.4M
Healthcare
$30.7M
Energy
$28.1M
Communication Services
$27.1M
Consumer Staples
$26.5M
Full Holdings — VELA Investment Management, LLC (Q1 2026)
All 174 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $KEX | KIRBY CORP | $19.1M | 4.8% | -7% | 64.1 |
| 2 | $CRTO | Criteo S.A. | $14.7M | 3.7% | +49% | — |
| 3 | $WIX | Wix.com Ltd. | $11.4M | 2.9% | +29% | — |
| 4 | $WOR | WORTHINGTON ENTERPRISES, INC. | $11.3M | 2.9% | +177% | 54.6 |
| 5 | $BRK.B | BERKSHIRE HATHAWAY INC | $11.1M | 2.8% | -1% | 64.5 |
| 6 | $HUBG | Hub Group, Inc. | $11.0M | 2.8% | -5% | 46 |
| 7 | $GOOG | Alphabet Inc. | $10.6M | 2.7% | -2% | 80.2 |
| 8 | $AMZN | AMAZON COM INC | $9.1M | 2.3% | +11% | 74.6 |
| 9 | $LECO | LINCOLN ELECTRIC HOLDINGS INC | $8.6M | 2.2% | -8% | 67.5 |
| 10 | $POOL | POOL CORP | $7.6M | 1.9% | +81% | 56.3 |
| 11 |  $CSX | CSX CORP | $7.5M | 1.9% | -5% | 66.4 |
| 12 |  $JNJ | JOHNSON & JOHNSON | $7.3M | 1.9% | -10% | 72.8 |
| 13 |  $CSL | CARLISLE COMPANIES INC | $7.0M | 1.8% | +34% | 65 |
| 14 |  $WHD | Cactus, Inc. | $6.9M | 1.7% | -1% | 61.8 |
| 15 |  $ACGL | ARCH CAPITAL GROUP LTD. | $6.2M | 1.6% | +5% | — |
| 16 |  $JKHY | JACK HENRY & ASSOCIATES INC | $6.0M | 1.5% | +169% | 72.8 |
| 17 |  $MUSA | Murphy USA Inc. | $5.9M | 1.5% | +22% | 53.2 |
| 18 |  $DIS | Walt Disney Co | $5.9M | 1.5% | +17% | 68.9 |
| 19 |  $ACN | Accenture plc | $5.4M | 1.4% | +86% | — |
| 20 |  $PEP | PEPSICO INC | $5.2M | 1.3% | +1% | 62.7 |
| 21 |  $GBX | GREENBRIER COMPANIES INC | $5.0M | 1.3% | +3% | 48.1 |
| 22 |  $AXS | AXIS CAPITAL HOLDINGS LTD | $4.9M | 1.2% | -0% | — |
| 23 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $4.7M | 1.2% | +13% | 63.7 |
| 24 |  $BATRA | Atlanta Braves Holdings, Inc. | $4.7M | 1.2% | +23% | 30.8 |
| 25 |  $GHC | Graham Holdings Co | $4.6M | 1.2% | -12% | 62 |
| 26 |  $CPA | Copa Holdings, S.A. | $4.5M | 1.1% | +6% | — |
| 27 |  $AR | ANTERO RESOURCES Corp | $4.4M | 1.1% | -19% | 80.1 |
| 28 |  $MOV | MOVADO GROUP INC | $4.4M | 1.1% | -3% | 44 |
| 29 |  $GIL | Gildan Activewear Inc. | $4.2M | 1.1% | +52% | — |
| 30 |  $SNCY | Sun Country Airlines Holdings, LLC | $4.0M | 1.0% | +2% | 50.5 |
| 31 |  $AGI | ALAMOS GOLD INC | $3.9M | 1.0% | -25% | — |
| 32 |  $SYY | SYSCO CORP | $3.8M | 0.9% | -39% | 58.4 |
| 33 |  $EFX | EQUIFAX INC | $3.7M | 0.9% | NEW | 69.4 |
| 34 |  $VVV | VALVOLINE INC | $3.7M | 0.9% | -19% | 52.9 |
| 35 |  $BKNG | Booking Holdings Inc. | $3.6M | 0.9% | +239% | 55.3 |
| 36 |  $BRKR | BRUKER CORP | $3.6M | 0.9% | -2% | 44.9 |
| 37 |  $IPAR | INTERPARFUMS INC | $3.6M | 0.9% | NEW | 63.4 |
| 38 |  $EPAM | EPAM Systems, Inc. | $3.6M | 0.9% | +66% | 59.2 |
| 39 |  $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $3.5M | 0.9% | -36% | 64.2 |
| 40 |  $LW | Lamb Weston Holdings, Inc. | $3.4M | 0.9% | NEW | 54.2 |
| 41 |  $MSFT | MICROSOFT CORP | $3.4M | 0.9% | +27% | 83.7 |
| 42 |  $ALGN | ALIGN TECHNOLOGY INC | $3.4M | 0.9% | +1% | 58.2 |
| 43 |  $LMB | Limbach Holdings, Inc. | $3.4M | 0.8% | NEW | 56.5 |
| 44 |  $PFGC | Performance Food Group Co | $3.4M | 0.8% | +26% | 53.1 |
| 45 |  $NFG | NATIONAL FUEL GAS CO | $3.3M | 0.8% | +36% | 80.4 |
| 46 |  $EHC | Encompass Health Corp | $3.2M | 0.8% | +97% | 68.9 |
| 47 |  $AGO | ASSURED GUARANTY LTD | $2.9M | 0.7% | +2% | — |
| 48 |  $TDW | TIDEWATER INC | $2.9M | 0.7% | +3% | 64.6 |
| 49 |  $SSD | Simpson Manufacturing Co., Inc. | $2.8M | 0.7% | +6% | 62.6 |
| 50 |  $PAL | Proficient Auto Logistics, Inc | $2.8M | 0.7% | +72% | — |
| 51 |  $PPG | PPG INDUSTRIES INC | $2.8M | 0.7% | +1% | 57.1 |
| 52 |  $RRC | RANGE RESOURCES CORP | $2.7M | 0.7% | -9% | 82.8 |
| 53 |  $TSMCALL | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.7M | — | +100% | — |
| 54 |  $SUPN | SUPERNUS PHARMACEUTICALS, INC. | $2.7M | 0.7% | +3% | 45.3 |
| 55 |  $TTC | TORO CO | $2.7M | 0.7% | +1% | 69.5 |
| 56 |  $SU | SUNCOR ENERGY INC | $2.6M | 0.7% | -29% | — |
| 57 |  $JBI | Janus International Group, Inc. | $2.5M | 0.7% | +32% | 40.6 |
| 58 |  $ETSY | ETSY INC | $2.5M | 0.6% | +146% | 50.4 |
| 59 |  $FOUR | Shift4 Payments, Inc. | $2.5M | 0.6% | +6% | 60 |
| 60 |  $AGM | FEDERAL AGRICULTURAL MORTGAGE CORP | $2.4M | 0.6% | +397% | — |
| 61 |  $SIBN | SI-BONE, Inc. | $2.4M | 0.6% | +33% | 37.7 |
| 62 |  $ESNT | Essent Group Ltd. | $2.4M | 0.6% | NEW | — |
| 63 |  $GMED | GLOBUS MEDICAL INC | $2.3M | 0.6% | +2% | 77.6 |
| 64 |  $HLI | HOULIHAN LOKEY, INC. | $2.3M | 0.6% | NEW | 67.3 |
| 65 |  $IMKTA | INGLES MARKETS INC | $2.3M | 0.6% | +1% | 50.6 |
| 66 |  $UNHCALL | UNITEDHEALTH GROUP INC | $2.2M | — | +0% | 66.8 |
| 67 |  $ABT | ABBOTT LABORATORIES | $2.1M | 0.5% | -24% | 67 |
| 68 |  $CPUT | CITIGROUP INC | $2.1M | — | +0% | 54.8 |
| 69 | $AMZNPUT | AMAZON COM INC | $2.1M | — | +0% | 74.6 |
| 70 |  $IBP | Installed Building Products, Inc. | $2.1M | 0.5% | -27% | 62.4 |
| 71 |  $DOO | BRP Inc. | $2.0M | 0.5% | +21% | — |
| 72 | $GOOGPUT | Alphabet Inc. | $2.0M | — | +0% | 80.2 |
| 73 |  $BKR | Baker Hughes Co | $1.9M | 0.5% | -1% | 63.4 |
| 74 |  $COKE | Coca-Cola Consolidated, Inc. | $1.9M | 0.5% | -65% | 65.1 |
| 75 | — | Energy Select Sector SPDR Fund | $1.8M | — | NEW | — |
| 76 |  $ZTS | Zoetis Inc. | $1.8M | 0.5% | +4% | 72.6 |
| 77 |  $PRCT | PROCEPT BioRobotics Corp | $1.8M | 0.5% | +91% | 34.8 |
| 78 |  $NOMD | Nomad Foods Ltd | $1.8M | 0.5% | +53% | — |
| 79 |  $MET | METLIFE INC | $1.8M | 0.5% | +7% | 73.9 |
| 80 |  $MAMA | Mama's Creations, Inc. | $1.8M | 0.5% | -49% | 55.1 |
| 81 | $JNJPUT | JOHNSON & JOHNSON | $1.7M | — | NEW | 72.8 |
| 82 |  $CRM | Salesforce, Inc. | $1.7M | 0.4% | +33% | 75.2 |
| 83 |  $TTE | TotalEnergies SE | $1.7M | 0.4% | -20% | — |
| 84 |  $META | Meta Platforms, Inc. | $1.7M | 0.4% | -2% | 80.9 |
| 85 |  $CPAY | CORPAY, INC. | $1.7M | 0.4% | +24% | 67.1 |
| 86 | $C | CITIGROUP INC | $1.6M | 0.4% | -15% | 54.8 |
| 87 |  $GLOB | Globant S.A. | $1.6M | 0.4% | +103% | — |
| 88 |  $NLOP | Net Lease Office Properties | $1.5M | 0.4% | +42% | 26.7 |
| 89 | — | ARK Innovation ETF | $1.5M | — | -68% | — |
| 90 |  $DECKPUT | DECKERS OUTDOOR CORP | $1.5M | — | +200% | 83.2 |
| 91 |  $SPSC | SPS COMMERCE INC | $1.5M | 0.4% | +32% | 68.5 |
| 92 |  $TJX | TJX COMPANIES INC /DE/ | $1.4M | 0.4% | -6% | 70.7 |
| 93 |  $TBBB | BBB FOODS INC | $1.4M | 0.3% | -9% | — |
| 94 |  $ARCO | Arcos Dorados Holdings Inc. | $1.4M | 0.3% | +11% | — |
| 95 | $ALGNPUT | ALIGN TECHNOLOGY INC | $1.4M | — | +7% | 58.2 |
| 96 |  $NI | NISOURCE INC. | $1.4M | 0.3% | +22% | 61.7 |
| 97 |  $AZN | ASTRAZENECA PLC | $1.3M | 0.3% | -53% | — |
| 98 |  $HD | HOME DEPOT, INC. | $1.3M | 0.3% | +0% | 69.2 |
| 99 |  $V | VISA INC. | $1.3M | 0.3% | +0% | 83.5 |
| 100 |  $TSN | TYSON FOODS, INC. | $1.3M | 0.3% | -11% | 51.9 |
| 101 | $METAPUT | Meta Platforms, Inc. | $1.3M | — | +0% | 80.9 |
| 102 |  $NKE | NIKE, Inc. | $1.3M | 0.3% | +5% | 53.4 |
| 103 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.2M | 0.3% | +0% | 68.4 |
| 104 | $BKRPUT | Baker Hughes Co | $1.2M | — | +0% | 63.4 |
| 105 | $BACPUT | BANK OF AMERICA CORP /DE/ | $1.2M | — | +0% | 68.4 |
| 106 |  $ADSK | Autodesk, Inc. | $1.2M | 0.3% | +12% | 76.4 |
| 107 |  $SCHW | SCHWAB CHARLES CORP | $1.2M | 0.3% | -13% | 77.2 |
| 108 |  $MMMPUT | 3M CO | $1.2M | — | +0% | 60.7 |
| 109 |  $BWXT | BWX Technologies, Inc. | $1.1M | 0.3% | -2% | 68 |
| 110 | $TJXPUT | TJX COMPANIES INC /DE/ | $1.1M | — | +0% | 70.7 |
| 111 | $MSFTPUT | MICROSOFT CORP | $1.1M | — | -25% | 83.7 |
| 112 | $MMM | 3M CO | $1.1M | 0.3% | +15% | 60.7 |
| 113 |  $FDXPUT | FEDEX CORP | $1.1M | — | -50% | 60.3 |
| 114 | $DECK | DECKERS OUTDOOR CORP | $1.0M | 0.3% | +5% | 83.2 |
| 115 |  $NOW | ServiceNow, Inc. | $989,879 | 0.3% | +25% | 76 |
| 116 | $FDX | FEDEX CORP | $974,508 | 0.3% | -42% | 60.3 |
| 117 | $ADSKPUT | Autodesk, Inc. | $957,600 | — | NEW | 76.4 |
| 118 | $EPAMPUT | EPAM Systems, Inc. | $947,800 | — | +40% | 59.2 |
| 119 |  $MPLX | MPLX LP | $942,397 | 0.2% | -53% | 76.5 |
| 120 |  $IONSCALL | IONIS PHARMACEUTICALS INC | $938,625 | — | +150% | 37.1 |
| 121 | $CRMPUT | Salesforce, Inc. | $933,350 | — | +67% | 75.2 |
| 122 |  $DE | DEERE & CO | $924,375 | 0.2% | -16% | 57.4 |
| 123 | $WIXCALL | Wix.com Ltd. | $909,707 | — | NEW | — |
| 124 |  $UBER | Uber Technologies, Inc | $869,778 | 0.2% | -0% | 79.3 |
| 125 | $BKNGPUT | Booking Holdings Inc. | $842,064 | — | +0% | 55.3 |
| 126 | $NOWPUT | ServiceNow, Inc. | $836,400 | — | +33% | 76 |
| 127 | $CSXPUT | CSX CORP | $821,000 | — | NEW | 66.4 |
| 128 |  $SLVPUT | iShares Silver Trust | $817,680 | — | NEW | — |
| 129 | $NKEPUT | NIKE, Inc. | $792,300 | — | +0% | 53.4 |
| 130 |  $AIGCALL | AMERICAN INTERNATIONAL GROUP, INC. | $752,500 | — | +0% | 59.5 |
| 131 |  $FIS | Fidelity National Information Services, Inc. | $733,344 | 0.2% | -69% | 69.6 |
| 132 | $WIXPUT | Wix.com Ltd. | $720,560 | — | +100% | — |
| 133 | $UBERPUT | Uber Technologies, Inc | $719,300 | — | +0% | 79.3 |
| 134 |  $MTN | VAIL RESORTS INC | $715,256 | 0.2% | +26% | 65 |
| 135 | $METPUT | METLIFE INC | $707,200 | — | +0% | 73.9 |
| 136 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $613,334 | 0.2% | -85% | 60.5 |
| 137 |  $GOOGL | Alphabet Inc. | $589,784 | 0.1% | +0% | 80.2 |
| 138 |  $KKR | KKR & Co. Inc. | $583,675 | 0.1% | -20% | 49.8 |
| 139 |  $MDT | Medtronic plc | $579,342 | 0.1% | +14% | — |
| 140 |  $PYPLCALL | PayPal Holdings, Inc. | $565,375 | — | NEW | 70.5 |
| 141 |  $NFLX | NETFLIX INC | $552,382 | 0.1% | NEW | 86.7 |
| 142 |  $ABBV | AbbVie Inc. | $533,720 | 0.1% | -67% | 59.3 |
| 143 | $KEXPUT | KIRBY CORP | $531,520 | — | NEW | 64.1 |
| 144 |  $SPG | SIMON PROPERTY GROUP INC. | $504,564 | 0.1% | +36% | 76.9 |
| 145 |  $OWLPUT | BLUE OWL CAPITAL INC. | $502,150 | — | NEW | 59.4 |
| 146 |  $RKT | Rocket Companies, Inc. | $496,983 | 0.1% | -19% | — |
| 147 |  $FIBK | FIRST INTERSTATE BANCSYSTEM INC | $487,673 | 0.1% | +27% | — |
| 148 |  $MA | Mastercard Inc | $478,674 | 0.1% | NEW | 81.7 |
| 149 |  $BXP | BXP, Inc. | $474,729 | 0.1% | +93% | 50.9 |
| 150 |  $DPZ | DOMINOS PIZZA INC | $473,244 | 0.1% | NEW | 69.8 |
| 151 | $KKRPUT | KKR & Co. Inc. | $462,500 | — | NEW | 49.8 |
| 152 |  $UNP | UNION PACIFIC CORP | $427,254 | 0.1% | +5% | 74 |
| 153 |  $LIN | LINDE PLC | $425,858 | 0.1% | +0% | — |
| 154 |  $CCZ | COMCAST CORP | $355,803 | 0.1% | +0% | 70.4 |
| 155 |  $GRMN | GARMIN LTD | $350,335 | 0.1% | +0% | — |
| 156 |  $SBUX | STARBUCKS CORP | $347,126 | 0.1% | -65% | 54.6 |
| 157 |  $AXSMCALL | Axsome Therapeutics, Inc. | $338,040 | — | -50% | 36.6 |
| 158 |  $AMD | ADVANCED MICRO DEVICES INC | $322,233 | 0.1% | -25% | 78.8 |
| 159 | $FOUR | Shift4 Payments, Inc. | $321,840 | 0.1% | +100% | 60 |
| 160 |  $FLO | FLOWERS FOODS INC | $307,671 | 0.1% | NEW | 57.2 |
| 161 |  $ZBRA | ZEBRA TECHNOLOGIES CORP | $296,475 | 0.1% | NEW | 65.9 |
| 162 |  $MDLZ | Mondelez International, Inc. | $295,002 | 0.1% | +4% | 53.9 |
| 163 |  $WCC | WESCO INTERNATIONAL INC | $290,037 | 0.1% | -8% | 55.4 |
| 164 | $ACGLPUT | ARCH CAPITAL GROUP LTD. | $287,970 | — | -40% | — |
| 165 |  $BRO | BROWN & BROWN, INC. | $259,666 | 0.1% | NEW | 75.1 |
| 166 | — | Vanguard S&P 500 ETF | $258,837 | 0.1% | NEW | — |
| 167 | — | Vanguard Total Stock Market In | $255,686 | 0.1% | +0% | — |
| 168 |  $ICLR | ICON PLC | $220,656 | 0.1% | NEW | — |
| 169 | $ABBVPUT | AbbVie Inc. | $217,490 | — | NEW | 59.3 |
| 170 |  $CMPR | CIMPRESS plc | $200,239 | 0.1% | NEW | — |
| 171 | $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $91,579 | 0.0% | -66% | 59.5 |
| 172 |  $UHG | United Homes Group, Inc. | $64,960 | 0.0% | NEW | 30.1 |
| 173 | — | Energy Select Sector SPDR Fund | $44,352 | 0.0% | NEW | — |
| 174 | $UNH | UNITEDHEALTH GROUP INC | $2,976 | 0.0% | +175% | 66.8 |
New Positions (28)
$EFX EQUIFAX INC$3.7M$IPAR INTERPARFUMS INC$3.6M$LW Lamb Weston Holdings, Inc.$3.4M$LMB Limbach Holdings, Inc.$3.4M$ESNT Essent Group Ltd.$2.4M$HLI HOULIHAN LOKEY, INC.$2.3M$JNJPUT JOHNSON & JOHNSON$1.7M$ADSKPUT Autodesk, Inc.$957,600$WIXCALL Wix.com Ltd.$909,707$CSXPUT CSX CORP$821,000$SLVPUT iShares Silver Trust$817,680$PYPLCALL PayPal Holdings, Inc.$565,375$NFLX NETFLIX INC$552,382$KEXPUT KIRBY CORP$531,520Exited Positions (22)
$SPYPUT SPDR S&P 500 ETF TRUST
$TER TERADYNE, INC
$GLDPUT SPDR GOLD TRUST
$SEB SEABOARD CORP /DE/
$BOKF BOK FINANCIAL CORP
$NEU NEWMARKET CORP
$OSG OCTAVE SPECIALTY GROUP INC
$INTCPUT INTEL CORP
$ADBE ADOBE INC.$MPLXPUT MPLX LP$DEPUT DEERE & CO
$WDAY Workday, Inc.$ACNPUT Accenture plc$SBUXPUT STARBUCKS CORP$WDAYPUT Workday, Inc.Browse Top Institutional Investors
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