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 Market Cap. of $10 Billions to $200 Billions
