Vela Investment Management, LLC Incresed Positions 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
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
CRTO
Criteo S.A.

Communication Services
163K
+ 86.46%
$23.48 - $35.65 $3.83M - $5.82M
352K $8.43M
IBP
Installed Building Products, Inc.

Consumer Cyclical
9.47K
+ 288.6%
$153.99 - $182.0 $1.46M - $1.72M
12.8K $2.3M
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
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
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
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
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
SIBN
Si Bone, Inc.

Healthcare
3.5K
+ 2.86%
$13.05 - $19.71 $45.7K - $69K
126K $2.37M
JBI
Janus International Group, Inc.

Industrials
53.2K
+ 22.69%
$6.06 - $8.86 $322K - $471K
287K $2.34M
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
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
SCHW
Schwab Charles Corp

Financial Services
76
+ 0.33%
$69.06 - $91.24 $5.25K - $6.93K
23.2K $2.12M
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
ZTS
Zoetis Inc.

Healthcare
2.05K
+ 16.04%
$144.41 - $170.3 $296K - $349K
14.8K $2.31M
ACN
Accenture PLC

Technology
841
+ 20.27%
$279.23 - $323.21 $235K - $272K
4.99K $1.49M
NFG
National Fuel Gas CO

Energy
902
+ 4.64%
$73.0 - $86.01 $65.8K - $77.6K
20.4K $1.72M
MET
Metlife Inc

Financial Services
2.19K
+ 11.22%
$68.42 - $82.49 $150K - $181K
21.7K $1.75M
GRMN
Garmin LTD

Technology
856
+ 70.51%
$173.63 - $218.07 $149K - $187K
2.07K $432K
SRCE
1 St Source Corp

Financial Services
1.16K
+ 3.58%
$53.28 - $62.88 $61.6K - $72.7K
33.5K $2.08M
SPG
Simon Property Group Inc

Real Estate
931
+ 55.32%
$140.37 - $171.44 $131K - $160K
2.61K $420K
NOMD
Nomad Foods LTD

Consumer Defensive
16.1K
+ 27.81%
$16.89 - $20.13 $272K - $324K
74K $1.26M
MAS
Masco Corp

Industrials
2.48K
+ 32.42%
$58.73 - $71.06 $145K - $176K
10.1K $650K
AZN
Astrazeneca PLC

Healthcare
2.12K
+ 16.47%
$64.87 - $75.0 $137K - $159K
15K $1.05M
ADBE
Adobe Inc.

Technology
210
+ 10.51%
$340.0 - $420.68 $71.4K - $88.3K
2.21K $854K
T
At&T Inc.

Communication Services
3
+ 0.0%
$26.33 - $28.94 $79 - $86.8
111K $3.2M
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
Track This Portfolio

Track Vela Investment Management, LLC Portfolio

Follow Vela Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vela Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vela Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email