Institutional Fund
Vela Investment Management, LLC
New Albany, OHCIK 18956125 filings on record
Portfolio Value
$394.29M
Q1 2026
Holdings
136
Reported positions
New Buys
18
Opened this quarter
QoQ Change
+6.0%
from $371.87M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Kirby Corp4.8%
- Criteo S A3.7%
- Wix Com Ltd2.9%
- Worthington Enterprises Inc2.9%
- Berkshire Hathaway Inc Del2.8%
- Hub Group Inc2.8%
- Other80.1%
Portfolio Holdings
136 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Kirby Corp | 143.9K | $19.12M | 4.8% | −10.2K | Reduced |
| 2 | Criteo S A | 822.5K | $14.75M | 3.7% | +271.1K | Added |
| 3 | Wix Com Ltd | 126.1K | $11.35M | 2.9% | +28.1K | Added |
| 4 | Worthington Enterprises Inc | 217.1K | $11.32M | 2.9% | +138.8K | Added |
| 5 | Berkshire Hathaway Inc Del | 23.3K | $11.15M | 2.8% | −148 | Reduced |
| 6 | Hub Group Inc | 304.2K | $10.96M | 2.8% | −17.3K | Reduced |
| 7 | Alphabet Inc | 36.8K | $10.57M | 2.7% | −715 | Reduced |
| 8 | Amazon Com Inc | 43.7K | $9.09M | 2.3% | +4.5K | Added |
| 9 | Lincoln Elec Hldgs Inc | 34.6K | $8.63M | 2.2% | −3.2K | Reduced |
| 10 | Pool Corp | 37.3K | $7.55M | 1.9% | +16.7K | Added |
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