Vela Investment Management, LLC Portfolio Holdings

Vela Investment Management, LLC

  • $310 Million
  • Q1 2025

Vela Investment Management, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $310 Million distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Kirby Corp with a value of $13.2M, Berkshire Hathaway Inc Class B with a value of $10.4M, Hub Group, Inc. with a value of $9.28M, Graham Holdings CO with a value of $8.02M, and Alphabet Inc. with a value of $7.69M.

Examining the 13F form we can see an decrease of $39.5M in the current position value, from $350M to 310M.

Vela Investment Management, LLC is based out at New Albany, OH

Below you can find more details about Vela Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $310 Million
Industrials: $71.8 Million
Financial Services: $43.8 Million
Consumer Defensive: $38.1 Million
Technology: $32.9 Million
Healthcare: $31.1 Million
Communication Services: $27.1 Million
Consumer Cyclical: $25.4 Million
Energy: $23.7 Million
Other: $16.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.18B
$1.91 Million 0.61% of portfolio
59,542
Q1 2025 Reduced 35.59%
$139M
$1.82 Million 0.59% of portfolio
476,353
Q1 2025 Added 17.15%
$166B
$1.82 Million 0.59% of portfolio
25,597
Q1 2025 Reduced 3.09%
$168B
$1.81 Million 0.58% of portfolio
23,120
Q1 2025 Reduced 2.17%
$15.7B
$1.75 Million 0.56% of portfolio
11,000
Q1 2025 Added 724.59%
$92.7B
$1.72 Million 0.55% of portfolio
27,059
Q1 2025 Reduced 1.09%
$585B
$1.7 Million 0.55% of portfolio
4,855
Q1 2025 Reduced 2.29%
$618M
$1.72 Million 0.55% of portfolio
122,671
Q4 2024 Added 23.81%
$14.5B
$1.72 Million 0.55% of portfolio
20,803
Q1 2025 Added 35.11%
$1.32B
$1.69 Million 0.54% of portfolio
234,288
Q1 2025 Added 48.25%
$12.5B
$1.62 Million 0.52% of portfolio
16,423
Q4 2024 Reduced 39.91%
$7.99B
$1.59 Million 0.51% of portfolio
13,642
Q4 2024 Added 36.64%
$86.2B
$1.57 Million 0.51% of portfolio
10,687
Q1 2025 Reduced 12.74%
$62.4B
$1.57 Million 0.51% of portfolio
19,545
Q1 2025 Added 0.09%
$729M
$1.59 Million 0.51% of portfolio
128,746
Q1 2025 Added 24.29%
$7.52B
$1.54 Million 0.5% of portfolio
19,459
Q1 2025 New
$39.4B
$1.51 Million 0.49% of portfolio
34,267
Q1 2025 Reduced 29.84%
$392M
$1.46 Million 0.47% of portfolio
156,772
Q1 2025 Added 115.01%
$225B
$1.42 Million 0.46% of portfolio
308
Q1 2025 Reduced 6.67%
$541M
$1.42 Million 0.46% of portfolio
128,540
Q1 2025 New
$376B
$1.37 Million 0.44% of portfolio
32,942
Q3 2024 Added 8.39%
$187B
$1.29 Million 0.42% of portfolio
4,150
Q1 2025 Added 11.05%
$380B
$1.29 Million 0.42% of portfolio
3,516
Q1 2025 Added 13.97%
$271B
$1.26 Million 0.41% of portfolio
4,692
Q1 2025 Reduced 0.76%
$41.3B
$1.23 Million 0.4% of portfolio
25,347
Q1 2025 Added 18.53%
$146B
$1.25 Million 0.4% of portfolio
10,283
Q3 2024 Reduced 10.38%
$15.8B
$1.21 Million 0.39% of portfolio
8,148
Q1 2025 Reduced 6.92%
$154B
$1.22 Million 0.39% of portfolio
2,602
Q1 2025 Reduced 0.84%
$205B
$1.21 Million 0.39% of portfolio
1,519
Q1 2025 Reduced 9.53%
$83.5B
$1.16 Million 0.38% of portfolio
2,674
Q1 2025 Added 28.93%
$165B
$1.17 Million 0.38% of portfolio
2,359
Q1 2025 New
$2.95B
$1.14 Million 0.37% of portfolio
57,900
Q1 2025 Added 25.87%
$5.1B
$1.14 Million 0.37% of portfolio
9,408
Q1 2025 Added 102.54%
$16B
$1.13 Million 0.36% of portfolio
17,678
Q1 2025 Added 45.61%
$19.5B
$1.12 Million 0.36% of portfolio
2,572
Q1 2025 Reduced 60.11%
$8.78B
$1.05 Million 0.34% of portfolio
8,373
Q1 2025 Reduced 50.78%
$10.6B
$1.02 Million 0.33% of portfolio
5,472
Q1 2025 Added 26.67%
$61.5B
$1 Million 0.32% of portfolio
4,117
Q1 2025 Reduced 24.5%
$721M
$1.01 Million 0.32% of portfolio
120,192
Q1 2025 Added 22.87%
$191B
$967,000 0.31% of portfolio
13,281
Q1 2025 Added 9.26%
$118B
$961,000 0.31% of portfolio
10,695
Q1 2025 Reduced 71.59%
$219B
$944,000 0.3% of portfolio
12,848
Q1 2025 Reduced 11.63%
$21.2B
$817,000 0.26% of portfolio
11,607
Q1 2025 Added 73.32%
$7.88B
$812,000 0.26% of portfolio
12,729
Q3 2024 New
$340M
$808,000 0.26% of portfolio
92,412
Q1 2025 Added 47.66%
$174B
$766,000 0.25% of portfolio
1,999
Q1 2025 New
$48.3B
$687,000 0.22% of portfolio
2,943
Q1 2025 Added 8.0%
$86.5B
$691,000 0.22% of portfolio
10,593
Q1 2025 Reduced 21.87%
$3.32B
$629,000 0.2% of portfolio
33,106
Q4 2024 Added 23.83%

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $310 Million
  • Prior Value $350 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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