Vela Investment Management, LLC - Q42025 Holdings

Vela Investment Management, LLC holds 138 stocks with a total portfolio value of $ 425.05M as of Q42025. In Q42025, Vela Investment Management, LLC added 20 new positions, increased stakes in 52 stocks, reduced 53 holdings, and fully exited 19 positions. The largest holding is Kirby Corp (KEX), representing 3.99% of the total portfolio.