VELA Investment Management, LLC — 13F holdings

VELA Investment Management, LLC reported 165 holdings worth $459M in its 13F filing for Q2 2026, filed August 27, 2026.

Largest positions

1. KEX KIRBY CORP — $17.5M (3.8%)
2. GOOGL ALPHABET INC — $14.9M (3.2%)
3. SOXX ISHARES TR — $14.4M (3.1%)
4. CRITEO S A — $13.9M (3.0%)
5. AMZN AMAZON COM INC — $12.1M (2.6%)
6. WOR WORTHINGTON ENTERPRISES INC — $12.0M (2.6%)
7. BRK.B BERKSHIRE HATHAWAY INC DEL — $11.8M (2.6%)
8. HUBG HUB GROUP INC — $11.4M (2.5%)
9. LECO LINCOLN ELEC HLDGS INC — $9.05M (2.0%)
10. JKHY HENRY JACK & ASSOC INC — $8.99M (2.0%)