Fund Holdings — VELA Investment Management, LLC

Total Portfolio Value
$271.62M
Total Bought
$39.52M
Total Sold
$23.70M
Net Transaction
+$15.82M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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Wabash National Corp(WNC)50,878153,091+102,2131,3034,5841.69%+3,280
Kirby Corp(KEX)139,848142,740+2,89210,97513,6065.01%+2,631
Berkshire Hathaway Inc Cl B27,90327,769-1349,95211,6774.30%+1,726
Starbucks Corp(SBUX)11,68031,147+19,4671,1212,8471.05%+1,725
Amazon.com Inc(AMZN)6,11814,646+8,5289302,6420.97%+1,712
Alamos Gold Inc88,382195,357+106,9751,1912,8821.06%+1,691
Walt Disney Co(DIS)41,98144,272+2,2913,7905,4171.99%+1,627
Core & Main Inc. -Class A(CNM)21,96539,634+17,6698882,2690.84%+1,381
3M Co(MMM)010,648+10,64801,1290.42%+1,129
Mama's Creations Inc(MAMA)0206,064+206,06401,0300.38%+1,030
Criteo SA-SPON ADR(CRTO)99,08699,345+2592,5093,4841.28%+975
Seaboard Corp(SEB)0295+29509510.35%+951
Alphabet Inc Cl A(GOOG)51,76654,199+2,4337,2318,1803.01%+949
Wix.com LTD
SHS
06,815+6,81509370.34%+937
BOK Financial Corp(BOKF)9,23818,542+9,3047911,7060.63%+915
Civitas Resources Inc Com New85,40288,559+3,1575,8406,7232.48%+883
Arch Capital Group Ltd
ORD
45,31245,534+2223,3654,2091.55%+844
Greenbrier Cos Inc(GBX)162,975153,318-9,6577,2007,9882.94%+788
Hub Group Inc Cl A(HUBG)94,064218,212+124,1488,6489,4313.47%+783
Enstar Group Ltd02,380+2,38007400.27%+740
iShares Russell 2000 Value ETF3,8948,279+4,3856051,3150.48%+710
Fidelity Natl Information Serv(FIS)41,86443,360+1,4962,5153,2161.18%+702
Ashland Inc(ASH)49,49650,020+5244,1734,8701.79%+697
Antero Resources Corp(AR)022,643+22,64306570.24%+657
Graham Hldgs Co Com Cl B(GHC)8,6078,651+445,9956,6412.45%+646
Sysco Corp(SYY)61,82463,435+1,6114,5215,1501.90%+628
Range Resources Corporation(RRC)80,80489,062+8,2582,4603,0661.13%+607
Axis Cap Holdings Ltd
SHS
47,45049,569+2,1192,6273,2231.19%+596
Malibu Boats Inc Com Cl A(MBUU)7,75123,070+15,3194259980.37%+574
Meta Platforms Inc Cl A(META)4,0404,092+521,4301,9870.73%+557
Jfrog Ltd(FROG)56,42756,42701,9532,4950.92%+542
Tidewater Inc(TDW)21,10022,372+1,2721,5222,0580.76%+537
Applied Indl Technologies Inc(AIT)23,84723,352-4954,1184,6131.70%+495
Citigroup Inc(C)17,92422,063+4,1399221,3950.51%+473
Smartsheet Inc Cl A012,291+12,29104730.17%+473
Caseys General Stores Inc(CASY)16,16615,422-7444,4414,9111.81%+470
Shockwave Medical Inc.3,4273,42706531,1160.41%+463
Suncor Energy Inc(SU)77,54277,597+552,4842,8641.05%+380
Atlanta Braves Hldgs Inc. Com52,04662,172+10,1262,0602,4280.89%+368
Microsoft Corp(MSFT)8,5788,528-503,2263,5881.32%+362
PepsiCo Inc(PEP)6,5068,296+1,7901,1051,4520.53%+347
Nike Inc Cl B(NKE)03,536+3,53603320.12%+332
Amgen Inc(AMGN)01,163+1,16303310.12%+331
FedEx Corp(FDX)4,9985,453+4551,2641,5800.58%+316
Baker Hughes Co(BKR)38,26848,366+10,0981,3081,6200.60%+312
Encompass Health Corp(EHC)43,46338,833-4,6302,9003,2071.18%+307
Biohaven LTD(BHVN)9,26912,664+3,3953976930.25%+296
Zebra Technologies Corp Cl A(ZBRA)6,4076,641+2341,7512,0020.74%+251
Medtronic PLC(MDT)40,40140,987+5863,3283,5721.32%+244
MetLife Inc(MET)16,00117,544+1,5431,0581,3000.48%+242
Tetra Tech Inc.(TTEK)5,9156,578+6639871,2150.45%+228
Lincoln Electric Holdings Inc(LECO)5,5655,571+61,2101,4230.52%+213
Salesforce Inc(CRM)5,1835,219+361,3641,5720.58%+208
Agilent Technologies Inc(A)01,419+1,41902060.08%+206
KKR & Co Inc Cl A(KKR)02,009+2,00902020.07%+202
Charles Schwab Corp(SCHW)36,67337,490+8172,5232,7121.00%+189
Boston Scientific Corp(BSX)16,18416,18409361,1080.41%+173
Northrop Grumman Corp(NOC)8,3128,485+1733,8914,0611.50%+170
Teradyne Inc(TER)16,13317,020+8871,7511,9200.71%+170
Autodesk Inc3,4393,863+4248371,0060.37%+169
Maravai Lifesciences Holdings-(MRVI)74,31774,31704876440.24%+158
Procept Biorobotics Corp(PRCT)20,48720,48708591,0120.37%+154
Deere & Co(DE)1,8672,166+2997478900.33%+143
Vail Resorts Inc(MTN)12,54512,553+82,6782,7971.03%+119
Bank of America Corp30,70630,392-3141,0341,1520.42%+119
Uber Technologies Inc(UBER)7,5427,54204645810.21%+116
Copa Holdings SA Cl A(CPA)13,95915,356+1,3971,4841,5990.59%+116
Home Depot Inc(HD)4,1344,033-1011,4331,5470.57%+114
Astrazeneca Plc(AZN)13,98815,533+1,5459421,0520.39%+110
Flowers Foods Inc Com(FLO)84,67184,730+591,9062,0120.74%+106
Wells Fargo & Co(WFC)21,08219,685-1,3971,0381,1410.42%+103
Visa Inc Cl A(V)4,3004,360+601,1201,2170.45%+97
Performance Food Group Co.(PFGC)35,40734,018-1,3892,4482,5390.93%+91
Wendy's Co/The(WEN)132,535141,642+9,1072,5822,6690.98%+87
Energy Transfer LP UT Ltd Ptn(ET)97,11890,407-6,7111,3401,4220.52%+82
Mr Cooper Group Inc6,1466,14604004790.18%+79
CSX Corp(CSX)32,51432,51401,1271,2050.44%+78
RPM Intl Inc(RPM)10,14810,14801,1331,2070.44%+74
Goldman Sachs Group Inc/The(GS)2,3172,31708949680.36%+74
Paypal Holdings Inc(PYPL)11,75511,796+417227900.29%+68
Invesco QQQ Trust Series 10151+1510670.02%+67
Simon Property Group Inc(SPG)4,1834,234+515976630.24%+66
Avery Dennison Corp3,5423,456-867167720.28%+56
Elevance Health Inc(ELV)1,0181,029+114805340.20%+54
Texas Instruments Inc(TXN)3,3153,523+2085656140.23%+49
ONTO Innovation Inc.(ONTO)1,6831,68302573050.11%+47
Ollie's Bargain Outlet Holding(OLLI)12,67912,67909621,0090.37%+47
Genuine Parts Co(GPC)2,4612,46103413810.14%+40
NVIDIA Corp(NVDA)2055+3510500.02%+40
MPLX LP(MPLX)8,0408,04002953340.12%+39
Johnson & Johnson(JNJ)9,91310,063+1501,5541,5920.59%+38
Omnicom Group Inc(OMC)3,4473,44702983340.12%+35
LyondellBasell Industries NV
SHS - A -
3,6363,63603463720.14%+26
Cimpress PLC Euro(CMPR)2,9872,98702392640.10%+25
Polaris Inc Com(PII)4,6354,63504394640.17%+25
Sanfilippo John B & Son Inc Co(JBSS)8,3178,31708578810.32%+24
T-Mobile US Inc(TMUS)5,8785,87809429590.35%+17
Assured Guaranty Ltd(AGO)23,53420,360-3,1741,7611,7760.65%+15
Enterprise Products Partners L(EPD)62,11756,502-5,6151,6371,6490.61%+12
Comcast Corp Cl A(CCZ)9,87410,255+3814334450.16%+12
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VELA Investment Management, LLC — 13F Holdings — Q1 2024 | TickerTrail