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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7B
$13.2 Million 4.24% of portfolio
130,254
Q1 2025 Added 4.04%
$3.69B
$8.02 Million 2.58% of portfolio
8,343
Q1 2025 Reduced 13.95%
$9.48B
$4.91 Million 1.58% of portfolio
21,790
Q1 2025 Reduced 0.48%
$8.39B
$4.19 Million 1.35% of portfolio
41,822
Q1 2025 Reduced 11.74%
$7.03B
$4.02 Million 1.29% of portfolio
115,392
Q1 2025 Added 36.93%
$2.53B
$3.44 Million 1.11% of portfolio
98,633
Q1 2025 Reduced 7.91%
$3.21B
$3.24 Million 1.04% of portfolio
35,042
Q4 2024 Added 8.25%
$9.44B
$3.08 Million 0.99% of portfolio
18,872
Q1 2025 Added 74.79%
$5.3B
$3.03 Million 0.98% of portfolio
34,428
Q4 2024 Added 13.76%
$2.75B
$2.95 Million 0.95% of portfolio
64,282
Q1 2025 Added 96.47%
$6.29B
$2.87 Million 0.92% of portfolio
68,663
Q1 2025 Added 239.23%
$3.5B
$2.6 Million 0.84% of portfolio
965
Q1 2025 Added 1.15%
$6.92B
$2.26 Million 0.73% of portfolio
21,707
Q4 2024 Added 17.07%
$2.91B
$2.04 Million 0.66% of portfolio
34,333
Q1 2025 Reduced 11.01%
$4.17B
$1.91 Million 0.61% of portfolio
59,542
Q1 2025 Reduced 35.59%
$8.19B
$1.59 Million 0.51% of portfolio
13,642
Q4 2024 Added 36.64%
$3.25B
$1.56 Million 0.5% of portfolio
31,150
Q1 2025 Added 2.09%
$2.98B
$1.14 Million 0.37% of portfolio
57,900
Q1 2025 Added 25.87%
$5.17B
$1.14 Million 0.37% of portfolio
9,408
Q1 2025 Added 102.54%
$8.73B
$1.05 Million 0.34% of portfolio
8,373
Q1 2025 Reduced 50.78%
$7.52B
$812,000 0.26% of portfolio
12,729
Q3 2024 New
$3.41B
$629,000 0.2% of portfolio
33,106
Q4 2024 Added 23.83%
$5.59B
$562,000 0.18% of portfolio
3,281
Q1 2025 New
$6.61B
$388,000 0.13% of portfolio
2,425
Q1 2025 Added 27.5%
$3.59B
$248,000 0.08% of portfolio
16,633
Q1 2025 Reduced 66.12%

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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