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VELA Investment Management, LLC

Q2 2025 · 13F-HR

VELA Investment Management, LLCholdings as filed

Filed 2025-07-29 · accession 0001895612-25-000008

$368.9M
Reported value
161
Positions
2025-06-30
Period end
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The Brief · VELA Investment Management, LLC · Q2 2025

AI · grounded in 13F

VELA Investment Management, LLC established a new position in Kirby Corp KEX valued at $16.3M. The fund also initiated new stakes in Berkshire Hathaway Inc Cl B BRK/B for $14.1M and Hub Group Inc HUBG for $10.3M. Additional new positions include Alphabet Inc GOOGL, Criteo SA CRTO, and Amazon.com Inc AMZN.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
497266106KEXKirby Corp$16.3M4.42%143,860CommonSOLE
084670702BRK/BBerkshire Hathaway Inc Cl B$14.1M3.82%29,030CommonSOLE
443320106HUBGHub Group Inc$10.3M2.80%309,220CommonSOLE
02079K305GOOGLAlphabet Inc$8.8M2.37%49,686CommonSOLE
226718104CRTOCriteo SA$8.4M2.29%351,940CommonSOLE
023135106AMZNAmazon.com Inc$8.3M2.25%37,753CommonSOLE
533900106LECOLincoln Electric Holdings Inc$8.3M2.24%39,863CommonSOLE
92047W101VVVValvoline Inc$7.9M2.15%208,970CommonSOLE
871829107SYYSysco Corp$6.6M1.79%87,238CommonSOLE
384637104GHCGraham Holdings Co$6.6M1.79%6,977CommonSOLE
254687106DISWalt Disney Co/The$6.2M1.69%50,271CommonSOLE
478160104JNJJohnson & Johnson$5.8M1.58%38,273CommonSOLE
03820C105AITApplied Industrial Technologie$5.7M1.55%24,584CommonSOLE
126408103CSXCSX Corp$5.7M1.54%174,103CommonSOLE
G0450A105ACGLArch Capital Group Ltd$5.2M1.40%56,820CommonSOLE
116794108BRKRBruker Corp$5.1M1.38%123,591CommonSOLE
127203107WHDCactus Inc. A$5.0M1.37%115,440CommonSOLE
71377A103PFGCPerformance Food Group Co$4.8M1.31%55,305CommonSOLE
M98068105WIXWix.com Ltd$4.8M1.31%30,432CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$4.6M1.26%7,500PUTSOLE
G0692U109AXSAxis Capital Holdings Ltd$4.6M1.25%44,458CommonSOLE
191098102COKECoca-Cola Consolidated Inc$4.4M1.20%39,735CommonSOLE
880770102TERTeradyne Inc$4.1M1.11%45,700CommonSOLE
011532108AGIAlamos Gold Inc$4.0M1.10%152,430CommonSOLE
P31076105CPACopa Holdings SA$3.9M1.07%35,741CommonSOLE
002824100ABTAbbott Laboratories$3.9M1.05%28,425CommonSOLE
594918104MSFTMicrosoft Corp$3.8M1.03%7,632CommonSOLE
393657101GBXGreenbrier Cos Inc/The$3.7M1.02%81,364CommonSOLE
666807102NOCNorthrop Grumman Corp$3.7M1.01%7,485CommonSOLE
047726302BATRKAtlanta Braves Holdings Inc$3.7M1.00%79,232CommonSOLE
31620M106FISFidelity National Information$3.6M0.98%44,479CommonSOLE
713448108PEPPepsiCo Inc$3.5M0.96%26,765CommonSOLE
016255101ALGNAlign Technology Inc$3.5M0.95%18,540CommonSOLE
88162G103TTEKTetra Tech Inc$3.5M0.94%96,363CommonSOLE
75281A109RRCRange Resources Corp$3.4M0.93%84,176CommonSOLE
00206R102TAT&T Inc$3.2M0.87%110,609CommonSOLE
73278L105POOLPool Corp$3.2M0.86%10,891CommonSOLE
624580106MOVMovado Group PLC$3.0M0.83%199,760CommonSOLE
G0585R106AGOAssured Guaranty Ltd$3.0M0.81%34,428CommonSOLE
29261A100EHCEncompass Health Corp$3.0M0.81%24,411CommonSOLE
313148306AGMFederal Agric Mtg Corp Cl C$3.0M0.81%15,350CommonSOLE
929566107WNCWabash National Corp$2.9M0.80%277,206CommonSOLE
02209S103MOAltria Group Inc$2.9M0.80%50,193CommonSOLE
03674X106ARAntero Resources Corp$2.9M0.78%71,024CommonSOLE
56146T103MAMAMama's Creations Inc$2.8M0.76%339,726CommonSOLE
654106103NKENIKE Inc$2.7M0.73%37,685CommonSOLE
30303M102METAMeta Platforms Inc$2.6M0.70%3,519CommonSOLE
594918104MSFTMicrosoft Corp$2.5M0.67%5,000PUTSOLE
866683105SNCYSun Country Airlines Holding$2.5M0.67%211,048CommonSOLE
867224107SUSuncor Energy Inc$2.5M0.67%66,147CommonSOLE
05605H100BWXTBWX Technologies Inc$2.5M0.66%17,021CommonSOLE
825704109SIBNSI-BONE Inc$2.4M0.64%126,174CommonSOLE
47103N106JBIJanus International Group IN$2.3M0.63%287,443CommonSOLE
98978V103ZTSZoetis Inc$2.3M0.63%14,827CommonSOLE
45780R101IBPInstalled Bldg Prods Inc$2.3M0.62%12,750CommonSOLE
883556102TMOThermo Fisher Scientific Inc$2.3M0.62%5,622CommonSOLE
05561Q201BOKFBOK Financial Corp$2.2M0.60%22,561CommonSOLE
808513105SCHWCharles Schwab Corp/The$2.1M0.57%23,196CommonSOLE
336901103SRCE1st Source Corp$2.1M0.56%33,487CommonSOLE
811543107SEBSeaboard Corp$2.1M0.56%724CommonSOLE
981811102WORWorthington Inc$2.0M0.54%31,363CommonSOLE
00287Y109ABBVAbbVie Inc$2.0M0.53%10,558CommonSOLE
55336V100MPLXMPLX LP$1.9M0.51%36,685CommonSOLE
172967424CCitigroup Inc$1.9M0.51%22,032CommonSOLE
09857L108BKNGBooking Holdings Inc$1.8M0.48%308CommonSOLE
59156R108METMetLife Inc$1.7M0.47%21,738CommonSOLE
81762P102NOWServiceNow Inc$1.7M0.47%1,700PUTSOLE
172967424CCitigroup Inc$1.7M0.47%20,500PUTSOLE
636180101NFGNational Fuel Gas Co NJ$1.7M0.47%20,361CommonSOLE
82452J109FOURShift 4 Payments Inc. Cl A$1.7M0.45%16,905CommonSOLE
30303M102METAMeta Platforms Inc$1.6M0.44%2,200PUTSOLE
81762P102NOWServiceNow Inc$1.6M0.42%1,519CommonSOLE
G4766E116INDVIndivior PLC$1.5M0.42%105,027CommonSOLE
00214Q104ARKKARK Innovation ETF$1.5M0.42%22,000PUTSOLE
478160104JNJJohnson & Johnson$1.5M0.41%10,000PUTSOLE
052769106ADSKAutodesk Inc$1.5M0.41%4,930CommonSOLE
92826C839VVisa Inc$1.5M0.41%4,225CommonSOLE
G1151C101ACNAccenture PLC$1.5M0.40%4,991CommonSOLE
044186104ASHAshland Inc$1.5M0.40%29,586CommonSOLE
88579Y101MMM3M Co$1.5M0.40%9,761CommonSOLE
855244109SBUXStarbucks Corp$1.5M0.40%16,098CommonSOLE
64110Y108NLOPNet Lease Office Properties$1.5M0.40%45,215CommonSOLE
81686C104628SEMrush Holdings Inc$1.5M0.40%162,020CommonSOLE
651587107NEUNewMarket Corp$1.5M0.40%2,112CommonSOLE
060505104BACBank of America Corp$1.4M0.39%30,185CommonSOLE
654106103NKENIKE Inc$1.4M0.39%20,000PUTSOLE
M6191J100FROGJFrog Ltd$1.4M0.38%31,617CommonSOLE
05722G100BKRBaker Hughes Co$1.3M0.36%34,333CommonSOLE
244199105DEDeere & Co$1.3M0.36%2,588CommonSOLE
060505104BACBank of America Corp$1.3M0.35%27,500PUTSOLE
437076102HDHome Depot Inc/The$1.3M0.35%3,516CommonSOLE
79466L302CRMSalesforce Inc$1.3M0.35%4,692CommonSOLE
G6564A105NOMDNomad Foods LTD$1.3M0.34%74,000CommonSOLE
872540109TJXTJX Cos Inc/The$1.2M0.32%9,572CommonSOLE
09857L108BKNGBooking Holdings Inc$1.2M0.31%200PUTSOLE
90353T100UBERUber Technologies Inc$1.1M0.31%12,252CommonSOLE
48251W104KKRKKR & Co Inc Cl A$1.1M0.30%8,360CommonSOLE
681116109OLLIOllie's Bargain Outlet Holding$1.1M0.30%8,396CommonSOLE
05577W200DOOBRP INC/CA- Sub-Voting$1.1M0.29%22,420CommonSOLE
046353108AZNNAstraZeneca PLC$1.0M0.28%14,964CommonSOLE
N53745100LYBLyondellBasell Industries NV$1.0M0.28%18,028CommonSOLE
036752103ELVElevance Health Inc$1.0M0.28%2,674CommonSOLE
31428X106FDXFedEx Corp$1.0M0.28%4,535CommonSOLE
29414B104EPAMEPAM Systems Inc$1.0M0.28%5,818CommonSOLE
902494103TSNTyson Foods Inc$988,9070.27%17,678CommonSOLE
55336V100MPLXMPLX LP$983,8410.27%19,100PUTSOLE
N53745100LYBLyondellBasell Industries NV$983,6200.27%17,000PUTSOLE
G0896C103TBBBBBB Foods Inc$952,1680.26%34,300CommonSOLE
98978V103ZTSZoetis Inc$935,7000.25%6,000PUTSOLE
90353T100UBERUber Technologies Inc$933,0000.25%10,000PUTSOLE
052769106ADSKAutodesk Inc$928,7100.25%3,000PUTSOLE
00287Y109ABBVAbbVie Inc$928,1000.25%5,000PUTSOLE
457030104IMKTAIngles Markets Inc. - Class A$920,0240.25%14,516CommonSOLE
229899109CFRCullen/Frost Bankers Inc$918,8040.25%7,148CommonSOLE
626755102MUSAMurphy USA Inc.$907,9780.25%2,232CommonSOLE
79466L302CRMSalesforce Inc$899,8770.24%3,300PUTSOLE
G1151C101ACNAccenture PLC$896,6700.24%3,000PUTSOLE
02079K305GOOGLAlphabet Inc$881,1500.24%5,000PUTSOLE
023139884OSGAMBAC Financial Group, Inc.$871,6670.24%122,770CommonSOLE
00724F101ADBEAdobe Inc$854,6180.23%2,209CommonSOLE
G0457F107ARCOArcos Dorados Holdings Inc. -A$804,7800.22%102,000CommonSOLE
70450Y103PYPLPayPal Holdings Inc$784,2250.21%10,552CommonSOLE
683344105ONTOOnto Innovation Inc$736,3850.20%7,296CommonSOLE
016255101ALGNAlign Technology Inc$719,4540.20%3,800PUTSOLE
855244109SBUXStarbucks Corp$714,7140.19%7,800PUTSOLE
98138H101WDAYWorkday Inc$706,3200.19%2,943CommonSOLE
40637H109HALOHalozyme Therapeutics Inc.$675,6880.18%12,989CommonSOLE
574599106MASMasco Corp$650,8440.18%10,113CommonSOLE
G5960L103MDTMedtronic PLC$642,0940.17%7,366CommonSOLE
88579Y101MMM3M Co$608,9600.17%4,000PUTSOLE
595017104MCHPMicrochip Technology Inc$608,0670.16%8,641CommonSOLE
56600D107MRVIMaravai LifeSciences Holdings$585,5380.16%242,962CommonSOLE
62482R10707WAMr Cooper Group Inc$584,4560.16%3,917CommonSOLE
00724F101ADBEAdobe Inc$580,3200.16%1,500CALLSOLE
285512109EAElectronic Arts Inc$576,0380.16%3,607CommonSOLE
243537107DECKDeckers Outdoor Corp.$547,5080.15%5,312CommonSOLE
29414B104EPAMEPAM Systems Inc$530,4600.14%3,000PUTSOLE
372460105GPCGenuine Parts Co$529,0330.14%4,361CommonSOLE
693506107PPGPPG Industries Inc$518,1310.14%4,555CommonSOLE
05722G100BKRBaker Hughes Co$509,9220.14%13,300PUTSOLE
G54950103LINLinde PLC Shs$471,0570.13%1,004CommonSOLE
91879Q109MTNVail Resorts Inc$446,8780.12%2,844CommonSOLE
46625H100JPMJPMorgan Chase & Co$445,5920.12%1,537CommonSOLE
H2906T109GRMNGarmin Ltd$432,0500.12%2,070CommonSOLE
828806109SPGSimon Property Group Inc$420,2270.11%2,614CommonSOLE
20030N101CMCSAComcast Corp$406,0090.11%11,376CommonSOLE
243537107DECKDeckers Outdoor Corp.$401,9730.11%3,900PUTSOLE
445658107JBHTJB Hunt Transport Services Inc$369,7700.10%2,575CommonSOLE
882508104TXNTexas Instruments Inc$334,6830.09%1,612CommonSOLE
911312106UPSUnited Parcel Service Inc Cl B$333,2030.09%3,301CommonSOLE
609207105MDLZMondelez International Inc$332,0070.09%4,923CommonSOLE
101121101BXPBoston Properties Inc$318,9980.09%4,728CommonSOLE
91324P102UNHUnitedHealth Group Inc$311,9700.08%1,000CALLSOLE
036752103ELVElevance Health Inc$311,1680.08%800PUTSOLE
026874784AIGAmerican Intl Group Inc$307,6100.08%3,594CommonSOLE
007903107AMDAdvanced Micro Devices Inc$292,4560.08%2,061CommonSOLE
053611109AVYAvery Dennison Corp$289,7010.08%1,651CommonSOLE
95082P105WCCWesco Intl Inc$212,2390.06%1,146CommonSOLE
98138H101WDAYWorkday Inc$168,0000.05%700PUTSOLE
78462F103SPYSPDR S&P 500 ETF Trust$102,5630.03%166CommonSOLE
91324P102UNHUnitedHealth Group Inc$1,2480.00%4CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.