Fund HoldingsVELA Investment Management, LLC

Total Portfolio Value
$394.29M
Total Bought
$84.07M
Total Sold
$73.67M
Net Transaction
+$10.40M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Worthington Inc(WOR)78,306217,109+138,8034,03811,3202.87%+7,282
Equifax Inc(EFX)020,635+20,63503,7160.94%+3,716
Interparfums Inc(IPAR)039,724+39,72403,6090.92%+3,609
Lamb Weston Holdings Inc(LW)080,739+80,73903,4120.87%+3,412
Henry Jack & Assoc Inc(JKHY)13,98837,661+23,6732,5535,9521.51%+3,399
Criteo SA(CRTO)551,407822,470+271,06311,36414,7473.74%+3,382
Limbach Holdings Inc.(LMB)043,106+43,10603,3640.85%+3,364
Pool Corp(POOL)20,57837,320+16,7424,7077,5511.92%+2,844
Essent Group LTD(ESNT)040,242+40,24202,3520.60%+2,352
Houlihan Lokey Inc(HLI)016,130+16,13002,3170.59%+2,317
Booking Holdings Inc(BKNG)0865+86503,6420.92%+3,642
Kirby Corp(KEX)154,048143,898-10,15016,97319,1214.85%+2,148
Carlisle Cos Inc(CSL)15,70621,006+5,3005,0247,0081.78%+1,984
Murphy USA Inc.(MUSA)9,76511,932+2,1673,9405,8941.49%+1,954
Federal Agric Mtg Corp Cl C(AGM)016,356+16,35602,4260.62%+2,426
Energy Select Sector SPDR Fund(Put)
ST STR ENERG ETF
030,000+30,00001,838+1,838
Johnson & Johnson(JNJ)(Put)07,000+7,00001,711+1,711
Taiwan Semiconductor Mfg Ltd S(TSM)(Call)4,0008,000+4,0001,2162,704+1,488
Accenture PLC
SHS CLASS A
14,50327,033+12,5303,8915,3601.36%+1,469
Encompass Health Corp(EHC)16,77633,052+16,2761,7813,1970.81%+1,417
Etsy Inc(ETSY)20,07549,440+29,3651,1132,4710.63%+1,358
ASTRAZENECA PLC(AZN)06,592+6,59201,3000.33%+1,300
National Fuel Gas Co NJ(NFG)035,064+35,06403,2950.84%+3,295
Tidewater Inc(TDW)33,36934,509+1,1401,6852,8830.73%+1,198
Wix.com Ltd
SHS
0126,065+126,065011,3552.88%+11,355
Atlanta Braves Holdings Inc88,467109,086+20,6193,4904,6581.18%+1,168
Gildan Activewear Inc(GIL)49,68875,770+26,0823,1044,2171.07%+1,113
Deckers Outdoor Corp.(DECK)(Put)015,000+15,00001,501+1,501
Autodesk Inc(Put)04,000+4,0000958+958
Wix.com Ltd(Call)
SHS
010,100+10,1000910+910
CSX Corp(CSX)(Put)020,000+20,0000821+821
iShares Silver Trust(SLV)(Put)012,000+12,0000818+818
Greenbrier Cos Inc/The(GBX)92,69595,269+2,5744,3335,0161.27%+683
PROCEPT BioRobotics Corp(PRCT)38,23873,039+34,8011,2031,8270.46%+624
Sun Country Airlines Holding239,179243,658+4,4793,4424,0251.02%+583
Movado Group PLC(MOV)185,006179,400-5,6063,8154,3811.11%+566
PayPal Holdings Inc(PYPL)(Call)012,500+12,5000565+565
Ingles Markets Inc. - Class A(IMKTA)025,163+25,16302,2620.57%+2,262
Netflix Inc(NFLX)05,745+5,74505520.14%+552
Performance Food Group Co(PFGC)039,173+39,17303,3560.85%+3,356
Ionis Pharmaceuticals Inc(IONS)(Call)012,500+12,5000939+939
CSX Corp(CSX)0182,572+182,57207,4951.90%+7,495
Kirby Corp(KEX)(Put)04,000+4,0000532+532
BLUE OWL CAPITAL INC(OBDC)(Put)055,000+55,0000502+502
Proficient Auto Logistics Inc239,980412,605+172,6252,3132,7970.71%+484
MasterCard Incorporated Cl A(MA)0958+95804790.12%+479
Baker Hughes Co(BKR)031,764+31,76401,9390.49%+1,939
Globant SA
COM
16,80034,100+17,3001,0981,5720.40%+474
Dominos Pizza Inc(DPZ)01,319+1,31904730.12%+473
KKR & Co Inc Cl A(KKR)(Put)05,000+5,0000463+463
Johnson & Johnson(JNJ)029,860+29,86007,2991.85%+7,299
PepsiCo Inc(PEP)033,343+33,34305,1781.31%+5,178
Toro Co28,25028,462+2122,2242,6590.67%+436
Range Resources Corp(RRC)060,750+60,75002,7450.70%+2,745
BRP INC/CA- Sub-Voting(DOO)23,33528,202+4,8671,6512,0250.51%+374
NiSource Inc(NI)23,75729,031+5,2749921,3550.34%+362
Align Technology Inc19,49519,705+2103,0443,3780.86%+334
Baker Hughes Co(BKR)(Put)020,000+20,00001,221+1,221
EPAM Systems Inc(EPAM)15,93926,399+10,4603,2663,5740.91%+309
Flowers Foods Inc(FLO)037,751+37,75103080.08%+308
Simpson Manufacturing Co Inc.(SSD)15,50516,380+8752,5042,8110.71%+308
Wix.com Ltd(Put)
SHS
08,000+8,0000721+721
Zebra Technologies Corp Cl A(ZBRA)01,418+1,41802960.08%+296
Corpay Inc(CPAY)4,6325,757+1,1251,3941,6750.42%+281
Arch Capital Group Ltd
ORD
61,80764,646+2,8395,9296,2051.57%+277
Arcos Dorados Holdings Inc. -A(ARCO)151,000167,400+16,4001,1081,3810.35%+273
Nomad Foods LTD(NOMD)122,400187,000+64,6001,5311,7970.46%+266
Brown & Brown Inc(BRO)03,982+3,98202600.07%+260
Vanguard S&P 500 ETF0433+43302590.07%+259
Icon Plc(ICLR)01,994+1,99402210.06%+221
AbbVie Inc(ABBV)(Put)01,000+1,0000217+217
TotalEnergies SE(TTE)22,60018,000-4,6001,4761,6780.43%+203
Align Technology Inc(Put)7,5008,000+5001,1711,371+200
Cimpress PLC Euro(CMPR)02,743+2,74302000.05%+200
Supernus Pharmaceuticals Inc.(SUPN)49,91051,611+1,7012,4812,6680.68%+187
Cactus Inc. A(WHD)146,042144,703-1,3396,6716,8551.74%+183
Boston Properties Inc(BXP)09,147+9,14704750.12%+475
BWX Technologies Inc(BWXT)05,561+5,56101,1370.29%+1,137
Suncor Energy Inc(SU)038,771+38,77102,5630.65%+2,563
Salesforce Inc(CRM)(Put)05,000+5,0000933+933
Simon Property Group Inc(SPG)1,9882,705+7173685050.13%+137
PPG Industries Inc(PPG)25,98926,163+1742,6632,7960.71%+133
Vail Resorts Inc(MTN)4,4175,574+1,1575877150.18%+129
First Interstate Bancsys-A(FIBK)11,50114,601+3,1003984880.12%+90
Janus International Group IN0494,196+494,19602,5450.65%+2,545
Shift4 Payments Inc.(FOUR)3,0006,000+3,0002403220.08%+82
United Homes Group Inc. CL A
CL A
056,000+56,0000650.02%+65
Linde PLC Shs(LIN)0859+85904260.11%+426
Amazon.com Inc(AMZN)39,18443,669+4,4859,0449,0952.31%+50
Energy Select Sector SPDR Fund
ST STR ENERG ETF
0724+7240440.01%+44
Garmin Ltd(GRMN)01,510+1,51003500.09%+350
TJX Cos Inc/The(TJX)(Put)7,0007,00001,0751,118+43
3M Co(MMM)07,417+7,41701,0770.27%+1,077
Union Pacific Corp(UNP)1,6751,761+863874270.11%+40
Mondelez International Inc(MDLZ)05,118+5,11802950.07%+295
Medtronic PLC(MDT)06,686+6,68605790.15%+579
Deere & Co(DE)01,641+1,64109240.23%+924
Copa Holdings SA(CPA)37,39339,802+2,4094,5104,5221.15%+12
Deckers Outdoor Corp.(DECK)9,90310,376+4731,0271,0390.26%+12
Wesco Intl Inc(WCC)1,1461,060-862802900.07%+10
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