Vela Investment Management, LLC Portfolio Holdings

Vela Investment Management, LLC

  • $359 Million
  • Q2 2025

Vela Investment Management, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $359 Million distributed in 161 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Kirby Corp with a value of $16.3M, Berkshire Hathaway Inc Class B with a value of $14.1M, Hub Group, Inc. with a value of $10.3M, Alphabet Inc. with a value of $8.76M, and Criteo S.A. with a value of $8.43M.

Examining the 13F form we can see an increase of $48.5M in the current position value, from $310M to 359M.

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 $359 Million
Industrials: $84.9 Million
Financial Services: $50.9 Million
Technology: $41.6 Million
Healthcare: $38.9 Million
Consumer Defensive: $34.9 Million
Communication Services: $32.7 Million
Consumer Cyclical: $30 Million
Energy: $28.1 Million
Other: $16.6 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139M
$1.3 Million 0.36% of portfolio
339,726
Q2 2025 Reduced 28.68%

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $359 Million
  • Prior Value $310 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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