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VELA Investment Management, LLC

Q4 2025 13F Holdings

  • Location
    new albany, OH
  • Num holdings

    168

  • Value ($000)

    $425,048

  • Date Filed
    02/02/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KEX

Kirby Corp

COM
497266106
$16.97M
4 %

154,048

H
HUBG

Hub Group Inc

COM
443320106
$13.7M
3 %

321,415

B
BRK.B

Berkshire Hathaway Inc Cl B

COM
084670702
$11.77M
3 %

23,410

G
GOOGL

Alphabet Inc

COM
02079K305
$11.73M
3 %

37,476

C
CRTO

Criteo SA

ADR
226718104
$11.36M
3 %

551,407

---

Wix.com Ltd

COM
M98068105
$10.18M
2 %

97,974

L
LECO

Lincoln Electric Holdings Inc

COM
533900106
$9.07M
2 %

37,840

A
AMZN

Amazon.com Inc

COM
023135106
$9.04M
2 %

39,184

C
CSX

CSX Corp

COM
126408103
$6.96M
2 %

191,927

J
JNJ

Johnson & Johnson

COM
478160104
$6.85M
2 %

33,116

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