VELA Investment Management, LLC

Q2 2025 13F Holdings

  • Location
    new albany, OH
  • Num holdings

    161

  • Value ($000)

    $368,853

  • Date Filed
    07/29/2025
  • Form type
    13F-HR
  • CIK
    0001895612
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KEX
KEX

Kirby Corp

COM
497266106
$16.32 M
4 %

143,860

BRK.B
BRK.B

Berkshire Hathaway Inc Cl B

COM
084670702
$14.10 M
4 %

29,030

HUBG
HUBG

Hub Group Inc

COM
443320106
$10.34 M
3 %

309,220

GOOGL
GOOGL

Alphabet Inc

COM
02079K305
$8.76 M
2 %

49,686

CRTO
CRTO

Criteo SA

ADR
226718104
$8.43 M
2 %

351,940

AMZN
AMZN

Amazon.com Inc

COM
023135106
$8.28 M
2 %

37,753

LECO
LECO

Lincoln Electric Holdings Inc

COM
533900106
$8.26 M
2 %

39,863

VVV
VVV

Valvoline Inc

COM
92047W101
$7.91 M
2 %

208,970

SYY
SYY

Sysco Corp

COM
871829107
$6.61 M
2 %

87,238

---

Graham Holdings Co

COM
384637104
$6.60 M
2 %

6,977

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