Vela Investment Management, LLC - Q12026 Holdings

Vela Investment Management, LLC holds 143 stocks with a total portfolio value of $ 436.05M as of Q12026. In Q12026, Vela Investment Management, LLC added 21 new positions, increased stakes in 69 stocks, reduced 45 holdings, and fully exited 16 positions. The largest holding is Kirby Corp (KEX), representing 4.51% of the total portfolio.