Vela Investment Management, LLC Portfolio Holdings

Vela Investment Management, LLC

  • $350 Million
  • Q4 2024

Vela Investment Management, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $350 Million distributed in 167 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Kirby Corp with a value of $13.2M, Hub Group, Inc. with a value of $11.2M, Alphabet Inc. with a value of $9.76M, Berkshire Hathaway Inc Class B with a value of $9.7M, and Graham Holdings CO with a value of $8.45M.

Examining the 13F form we can see an increase of $33M in the current position value, from $317M to 350M.

Vela Investment Management, LLC is based out at New Albany, OH

Below you can find more details about Vela Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $350 Million
Industrials: $72.1 Million
Technology: $49.1 Million
Financial Services: $47.2 Million
Consumer Cyclical: $33.7 Million
Consumer Defensive: $33 Million
Communication Services: $31.8 Million
Healthcare: $28.7 Million
Energy: $28.6 Million
Other: $25.3 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139M
$1.56 Million 0.45% of portfolio
406,604
Q4 2024 Reduced 0.61%

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $350 Million
  • Prior Value $317 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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