Fund HoldingsVELA Investment Management, LLC

Total Portfolio Value
$291.42M
Total Bought
$40.20M
Total Sold
$81.24M
Net Transaction
-$41.04M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CSX Corp(CSX)80,535154,512+73,9772,5994,5471.56%+1,948
PepsiCo Inc(PEP)17,51729,980+12,4632,6644,4951.54%+1,832
Sysco Corp(SYY)60,67084,641+23,9714,6396,3512.18%+1,713
Bruker Corp(BRKR)20,24168,663+48,4221,1872,8660.98%+1,679
National Fuel Gas Co NJ(NFG)019,459+19,45901,5410.53%+1,541
Align Technology Inc1,33411,000+9,6662781,7470.60%+1,469
Wabash National Corp0128,540+128,54001,4200.49%+1,420
Lincoln Electric Holdings Inc(LECO)26,24633,359+7,1134,9206,3102.17%+1,390
Thermo Fisher Scientific Inc(TMO)02,359+2,35901,1740.40%+1,174
Johnson & Johnson(JNJ)37,56139,396+1,8355,4326,5332.24%+1,101
Northrop Grumman Corp(NOC)07,915+7,91504,0531.39%+4,053
Cactus Inc. A(WHD)32,71864,282+31,5641,9092,9461.01%+1,037
Valvoline Inc(VVV)84,273115,392+31,1193,0494,0171.38%+968
Adobe Inc(ADBE)(Call)02,500+2,5000959+959
Tesla Inc(TSLA)(Call)1,5006,000+4,5006061,555+949
Booking Holdings Inc(BKNG)(Put)0200+2000921+921
Net Lease Office Properties028,381+28,38108910.31%+891
Alamos Gold Inc0167,907+167,90704,4901.54%+4,490
Wix.com Ltd
SHS
10,79718,872+8,0752,3163,0831.06%+767
Adobe Inc(ADBE)01,999+1,99907670.26%+767
JB Hunt Transport Services Inc(JBHT)(Put)05,000+5,0000740+740
Federal Agric Mtg Corp Cl C(AGM)8,75412,982+4,2281,7242,4340.84%+710
Berkshire Hathaway Inc Cl B019,487+19,487010,3783.56%+10,378
Arch Capital Group Ltd
ORD
054,094+54,09405,2031.79%+5,203
Zoetis Inc(ZTS)012,777+12,77702,1040.72%+2,104
AT&T Inc(T)110,603110,606+32,5183,1281.07%+610
SEMrush Holdings Inc
CL A COM
72,914156,772+83,8588661,4630.50%+596
Installed Bldg Prods Inc(IBP)03,281+3,28105630.19%+563
Fidelity National Information(FIS)044,675+44,67503,3361.14%+3,336
Janus International Group IN158,031234,288+76,2571,1621,6870.58%+525
Dow Inc(DOW)(Put)015,000+15,0000524+524
LyondellBasell Industries NV(Put)
SHS - A -
07,000+7,0000493+493
Criteo SA(CRTO)156,986188,744+31,7586,2106,6832.29%+473
Uber Technologies Inc(UBER)(Put)012,800+12,8000933+933
Tyson Foods Inc(TSN)12,14117,678+5,5376971,1280.39%+431
Elevance Health Inc(ELV)2,0742,674+6007651,1630.40%+398
Workday Inc(WDAY)(Put)01,700+1,7000397+397
Altria Group Inc(MO)50,09350,193+1002,6193,0131.03%+393
Dow Inc(DOW)011,160+11,16003900.13%+390
MPLX LP(MPLX)32,27636,120+3,8441,5451,9330.66%+388
Onto Innovation Inc(ONTO)4,6459,408+4,7637741,1420.39%+367
Nomad Foods LTD(NOMD)46,00057,900+11,9007721,1380.39%+366
Microchip Technology Inc(MCHP)(Put)012,000+12,0000581+581
Coca-Cola Consolidated Inc(COKE)3,9563,950-64,9855,3331.83%+348
Worthington Inc(WOR)30,51231,150+6381,2241,5600.54%+336
LyondellBasell Industries NV
SHS - A -
6,69711,607+4,9104978170.28%+320
Abbott Laboratories35,63632,769-2,8674,0314,3471.49%+316
United Parcel Service Inc Cl B(UPS)02,841+2,84103120.11%+312
Walt Disney Co/The(DIS)046,918+46,91804,6311.59%+4,631
Seaboard Corp(SEB)0965+96502,6030.89%+2,603
3M Co(MMM)(Put)15,00015,00001,9362,203+267
Encompass Health Corp(EHC)028,678+28,67802,9051.00%+2,905
BBB Foods Inc(TBBB)025,000+25,00006670.23%+667
Uber Technologies Inc(UBER)12,15513,281+1,1267339680.33%+234
AbbVie Inc(ABBV)012,045+12,04502,5240.87%+2,524
Halozyme Therapeutics Inc.(HALO)012,729+12,72908120.28%+812
Suncor Energy Inc(SU)064,698+64,69802,5050.86%+2,505
Electronic Arts Inc(EA)03,607+3,60705210.18%+521
Movado Group PLC(MOV)113,574143,397+29,8232,2352,3980.82%+162
Copa Holdings SA(CPA)35,04235,04203,0793,2401.11%+160
Align Technology Inc(Put)01,000+1,0000159+159
Atlanta Braves Holdings Inc76,04876,222+1742,9103,0501.05%+140
Visa Inc(V)4,9694,855-1141,5701,7010.58%+131
Garrett Motion Inc.(GTX)97,821120,192+22,3718831,0060.35%+123
Deere & Co(DE)2,6242,602-221,1121,2210.42%+109
Mondelez International Inc(MDLZ)06,181+6,18104190.14%+419
Comcast Corp(CCZ)013,036+13,03604810.17%+481
Ollie's Bargain Outlet Holding(OLLI)13,64213,64201,4971,5870.54%+90
Home Depot Inc/The(HD)03,516+3,51601,2890.44%+1,289
Sun Country Airlines Holding103,584128,746+25,1621,5101,5860.54%+76
Deere & Co(DE)(Put)01,600+1,6000751+751
Charles Schwab Corp/The(SCHW)23,63223,120-5121,7491,8100.62%+61
Denali Therapeutics Inc(DNLI)027,771+27,77103780.13%+378
American Intl Group Inc03,594+3,59403120.11%+312
Linde PLC Shs(LIN)01,004+1,00404680.16%+468
Performance Food Group Co(PFGC)42,89646,601+3,7053,6273,6641.26%+37
Vail Resorts Inc(MTN)1,9022,425+5233573880.13%+32
AMBAC Financial Group, Inc.62,58492,412+29,8287928090.28%+17
Garmin Ltd(GRMN)1,2141,21402502640.09%+13
TJX Cos Inc/The(TJX)10,28310,28301,2421,2520.43%+10
JPMorgan Chase & Co(JPM)01,537+1,53703770.13%+377
Genuine Parts Co(GPC)03,863+3,86304600.16%+460
SI-BONE Inc122,671122,67101,7201,7210.59%+1
Microchip Technology Inc(MCHP)025,347+25,34701,2270.42%+1,227
SPDR S&P 500 ETF Trust(SPY)0150+1500840.03%+84
Kraft Heinz Co/The(KHC)015,429+15,42904700.16%+470
Axis Capital Holdings Ltd
SHS
47,38741,822-5,5654,1994,1921.44%-7
AstraZeneca PLC(AZN)012,848+12,84809440.32%+944
Tesla Inc(TSLA)000000
Biohaven Ltd(BHVN)026,836+26,83606450.22%+645
3M Co(MMM)010,687+10,68701,5690.54%+1,569
Avery Dennison Corp01,651+1,65102940.10%+294
Workday Inc(WDAY)2,7252,943+2187036870.24%-16
Norfolk Southern Corp(NSC)01,972+1,97204670.16%+467
Goldman Sachs Group Inc/The(GS)000000
Simon Property Group Inc(SPG)01,683+1,68302800.10%+280
Accenture PLC
SHS CLASS A
04,150+4,15001,2950.44%+1,295
EPAM Systems Inc(EPAM)(Put)3,0004,000+1,000701675-26
MetLife Inc(MET)019,545+19,54501,5690.54%+1,569
Citigroup Inc(C)26,41225,597-8151,8591,8170.62%-42
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