Vela Investment Management, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $317 Million distributed in 160 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Kirby Corp with a value of $14.3M, Hub Group, Inc. with a value of $11.1M, Berkshire Hathaway Inc Class B with a value of $9.81M, Alphabet Inc. with a value of $8.29M, and Graham Holdings CO with a value of $8.03M.

Examining the 13F form we can see an increase of $182K in the current position value, from $316M to 317M.

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 $317 Million
Industrials: $75.4 Million
Financial Services: $44.3 Million
Technology: $40.6 Million
Healthcare: $34.2 Million
Consumer Defensive: $30.6 Million
Communication Services: $26.8 Million
Energy: $26.1 Million
Consumer Cyclical: $24.1 Million
Other: $14.5 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $317 Million
  • Prior Value $316 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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