Vela Investment Management, LLC Purchases in Q2 2025

Vela Investment Management, LLC

  • $359 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VVV
Valvoline Inc

Energy
93.6K
+ 81.1%
$31.48 - $38.2 $2.95M - $3.57M
209K $7.91M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.54K
+ 48.97%
$483.48 - $539.8 $4.61M - $5.15M
29K $14.1M
POOL
Pool Corp

Industrials
10.9K
New
$285.0 - $325.66 $3.1M - $3.55M
10.9K $3.17M
KEX
Kirby Corp

Industrials
13.6K
+ 10.45%
$87.32 - $114.99 $1.19M - $1.56M
144K $16.3M
TER
Teradyne, Inc

Technology
24.9K
+ 119.68%
$67.96 - $91.05 $1.69M - $2.27M
45.7K $4.11M
BRKR
Bruker Corp

Healthcare
54.9K
+ 80.0%
$35.5 - $42.18 $1.95M - $2.32M
124K $5.09M
WHD
Cactus, Inc.

Energy
51.2K
+ 79.58%
$35.05 - $47.38 $1.79M - $2.42M
115K $5.05M
AMZN
Amazon Com Inc

Consumer Cyclical
5.11K
+ 15.64%
$167.32 - $223.3 $854K - $1.14M
37.8K $8.28M
LECO
Lincoln Electric Holdings Inc

Industrials
6.5K
+ 19.5%
$167.18 - $211.38 $1.09M - $1.37M
39.9K $8.26M
ALGN
Align Technology Inc

Healthcare
7.54K
+ 68.55%
$144.32 - $190.42 $1.09M - $1.44M
18.5K $3.51M
WIX
Wix.Com Ltd.

Technology
11.6K
+ 61.25%
$146.5 - $189.61 $1.69M - $2.19M
30.4K $4.82M
IBP
Installed Building Products, Inc.

Consumer Cyclical
9.47K
+ 288.6%
$153.99 - $182.0 $1.46M - $1.72M
12.8K $2.3M
FOUR
Shift4 Payments, Inc.

Technology
16.9K
New
$72.5 - $99.11 $1.23M - $1.68M
16.9K $1.68M
DIS
Walt Disney CO

Communication Services
3.35K
+ 7.15%
$81.72 - $124.01 $274K - $416K
50.3K $6.23M
WNC
Wabash National Corp

Industrials
149K
+ 115.66%
$6.91 - $11.2 $1.03M - $1.67M
277K $2.95M
NEU
Newmarket Corp

Basic Materials
2.11K
New
$519.95 - $690.86 $1.1M - $1.46M
2.11K $1.46M
TTEK
Tetra Tech Inc

Industrials
23.6K
+ 32.49%
$28.01 - $36.25 $662K - $857K
96.4K $3.47M
PFGC
Performance Food Group CO

Consumer Defensive
8.7K
+ 18.68%
$71.62 - $89.56 $623K - $780K
55.3K $4.84M
CSX
Csx Corp

Industrials
19.6K
+ 12.68%
$26.69 - $32.91 $523K - $645K
174K $5.68M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.26K
+ 138.32%
$390.26 - $489.06 $1.27M - $1.6M
5.62K $2.28M
DOOO
Brp Inc.

Consumer Cyclical
22.4K
New
$32.44 - $49.16 $727K - $1.1M
22.4K $1.09M
HUBG
Hub Group, Inc.

Industrials
59.5K
+ 23.82%
$31.29 - $38.01 $1.86M - $2.26M
309K $10.3M
NKE
Nike, Inc.

Consumer Cyclical
10.6K
+ 39.27%
$53.27 - $72.04 $566K - $765K
37.7K $2.68M
IMKTA
Ingles Markets Inc

Consumer Defensive
14.5K
New
$59.82 - $65.64 $868K - $953K
14.5K $920K
MUSA
Murphy Usa Inc.

Consumer Cyclical
2.23K
New
$388.56 - $520.27 $867K - $1.16M
2.23K $907K
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
82.3K
+ 63.93%
$8.21 - $12.77 $676K - $1.05M
211K $2.48M
KKR
Kkr & Co. Inc.

Financial Services
6.35K
+ 316.13%
$92.79 - $134.29 $589K - $853K
8.36K $1.11M
BWXT
Bwx Technologies, Inc.

Industrials
598
+ 3.64%
$89.24 - $144.06 $53.4K - $86.1K
17K $2.45M
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
102K
New
$6.87 - $8.24 $701K - $840K
102K $804K
AIT
Applied Industrial Technologies Inc

Industrials
2.79K
+ 12.82%
$206.03 - $243.28 $576K - $680K
24.6K $5.71M
CPA
Copa Holdings, S.A.

Industrials
699
+ 1.99%
$83.12 - $109.97 $58.1K - $76.9K
35.7K $3.93M
JBI
Janus International Group, Inc.

Industrials
53.2K
+ 22.69%
$6.06 - $8.86 $322K - $471K
287K $2.34M
SIBN
Si Bone, Inc.

Healthcare
3.5K
+ 2.86%
$13.05 - $19.71 $45.7K - $69K
126K $2.37M
MOV
Movado Group Inc

Consumer Cyclical
56.4K
+ 39.31%
$13.07 - $17.42 $737K - $982K
200K $3.05M
RRC
Range Resources Corp

Energy
13.6K
+ 19.21%
$32.1 - $43.23 $436K - $587K
84.2K $3.42M
AR
Antero Resources Corp

Energy
14.9K
+ 26.65%
$31.92 - $43.78 $477K - $654K
71K $2.86M
AGM
Federal Agricultural Mortgage Corp

Financial Services
2.37K
+ 18.24%
$165.45 - $198.11 $392K - $469K
15.4K $2.98M
DECK
Deckers Outdoor Corp

Consumer Cyclical
5.31K
New
$100.44 - $129.37 $534K - $687K
5.31K $547K
PPG
Ppg Industries Inc

Basic Materials
4.56K
New
$91.66 - $115.04 $418K - $524K
4.56K $518K
WOR
Worthington Industries Inc

Industrials
213
+ 0.68%
$44.09 - $63.81 $9.39K - $13.6K
31.4K $2M
AXS
Axis Capital Holdings LTD

Financial Services
2.64K
+ 6.3%
$87.23 - $106.93 $230K - $282K
44.5K $4.62M
GBX
Greenbrier Companies Inc

Industrials
14.5K
+ 21.71%
$39.63 - $51.99 $575K - $754K
81.4K $3.75M
BXP
Boston Properties Inc

Real Estate
4.73K
New
$56.86 - $74.12 $269K - $350K
4.73K $318K
SCHW
Schwab Charles Corp

Financial Services
76
+ 0.33%
$69.06 - $91.24 $5.25K - $6.93K
23.2K $2.12M
AMD
Advanced Micro Devices Inc

Technology
2.06K
New
$78.21 - $143.81 $161K - $296K
2.06K $292K
SYY
Sysco Corp

Consumer Defensive
2.6K
+ 3.07%
$68.0 - $75.91 $177K - $197K
87.2K $6.61M
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
86.6K
+ 55.41%
$1.72 - $2.47 $149K - $214K
243K $585K
LYB
Lyondell Basell Industries N.V.

Basic Materials
6.42K
+ 55.32%
$53.23 - $70.65 $342K - $454K
18K $1.04M
WCC
Wesco International Inc

Industrials
1.15K
New
$132.86 - $186.1 $152K - $213K
1.15K $212K
Activity Summary
Buys All Purchases 82 New Holdings 13 Increased Positions 69 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 2 Puts 24
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