account_balance
Investment manager · 13F filer · SEC CIK 1895612
VELA Investment Management, LLC
Reported value$398Mas of Sep 30, 2026
Positions132 10 new, 12 sold out
Top 10 weight27.7%KEX alone is 4%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
KEXKirby Corp
4.1%Trimmed −4%
WORWorthington Inc
3.4%Trimmed −2%
CRTOCriteo S.A.
3.0%Added +2%
BRKBBerkshire Hathaway Inc Cl B
3.0%Added +2%
GOOGLAlphabet Inc
2.5%Trimmed −12%
JKHYHenry Jack & Assoc Inc
2.5%Added +4%
AMZNAmazon.com Inc
2.5%Trimmed −2%
LECOLincoln Electric Holdings Inc
2.3%
WHDCactus Inc. A
2.2%Trimmed −7%
DISWalt Disney Co
2.1%Added +17%
CSLCarlisle Cos Inc
1.8%
ZBRA1.8%KEXKirby Corp
4.1%Trimmed −4%
WOR3.4%CRTO3.0%BRKBBerkshire Hathaway Inc Cl B
3.0%Added +2%
GOOGLAlphabet Inc
2.5%Trimmed −12%
JKHYHenry Jack & Assoc Inc
2.5%Added +4%
AMZN2.5%LECO2.3%WHD2.2%DIS2.1%CSL1.8%ZBRA1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
KEX Kirby Corp 4.1% Trimmed −4%WOR Worthington Inc 3.4% Trimmed −2%CRTO Criteo S.A. 3.0% Added +2%BRKB Berkshire Hathaway Inc Cl B 3.0% Added +2%GOOGL Alphabet Inc 2.5% Trimmed −12%JKHY Henry Jack & Assoc Inc 2.5% Added +4%AMZN Amazon.com Inc 2.5% Trimmed −2%LECO Lincoln Electric Holdings Inc 2.3% HeldWHD Cactus Inc. A 2.2% Trimmed −7%DIS Walt Disney Co 2.1% Added +17%CSL Carlisle Cos Inc 1.8% HeldZBRA Zebra Technologies Corp Cl A 1.8% Trimmed −16%
What changed