VELA Investment Management, LLC
CIK 1895612
13F filing for Q2 2026・No. 4,123
- Holdings
- US$458.97M
- Quarter change
- +US$30.25M
- Entries
- 165
- Net bought (estimate)
- +US$1.54M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 15
- Cut 44
- Added 56
- Corporate actions 0
- Unchanged 19
Largest holdings
132 stocks worth US$406.84M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| KEXKirby CorpCOM | Cut | 128,374 | US$17.46M | 4.29% |
| Criteo SAADR | Cut | 761,210 | US$13.91M | 3.42% |
| WORWorthington IncCOM | Added | 222,561 | US$11.96M | 2.94% |
| GOOGLAlphabetCOM | Cut | 33,113 | US$11.83M | 2.91% |
| BRK.BBerkshire Hathaway Inc Cl BCOM | Added | 23,618 | US$11.82M | 2.90% |
| HUBGHub Group IncCOM | Cut | 259,419 | US$11.36M | 2.79% |
| AMZNAmazonCOM | Cut | 40,856 | US$9.74M | 2.39% |
| LECOLincoln Electric Holdings IncCOM | Added | 34,079 | US$9.05M | 2.22% |
| JKHYHenry Jack & Assoc IncCOM | Added | 65,260 | US$8.99M | 2.21% |
| CSLCarlisle Cos IncCOM | Added | 22,178 | US$8.05M | 1.98% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HR/AFiled August 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.