Holdings
VELA Investment Management, LLC
As of Jun 30, 2026, VELA Investment Management, LLC reported 118 positions worth US$383M. Largest: Kirby Corporation, Alphabet Inc (google) Class C and Worthington Enterprises, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Kirby Corporation | 128K | US$17.5M | −15,524 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 35,102 | US$12.5M | −3,710 | Jun 30, 2026 |
| Worthington Enterprises, Inc. | 223K | US$12M | +5,452 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 23,618 | US$11.8M | +356 | Jun 30, 2026 |
| Hub Group, Inc. | 259K | US$11.4M | −44,740 | Jun 30, 2026 |
| Amazon.com, Inc. | 40,856 | US$9.74M | −2,813 | Jun 30, 2026 |
| Lincoln Electric Holdings, Inc. | 34,079 | US$9.05M | −556 | Jun 30, 2026 |
| Jack Henry & Associates, Inc. | 65,260 | US$8.99M | +27,599 | Jun 30, 2026 |
| Carlisle Companies Incorporated | 22,178 | US$8.05M | +1,172 | Jun 30, 2026 |
| Csx Corporation | 166K | US$7.88M | −16,879 | Jun 30, 2026 |