VELA INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRTO | 822K | $14.75M |
 | JBI | 494K | $2.55M |
 | PAL | 413K | $2.80M |
 | HUBG | 304K | $10.96M |
Sun Country Airlines Holding | SNCY | 244K | $4.03M |
 | WOR | 217K | $11.32M |
 | SIBN | 187K | $2.36M |
 | NOMD | 187K | $1.80M |
 | CSX | 183K | $7.49M |
 | MOV | 179K | $4.38M |
 | ARCO | 167K | $1.38M |
 | WHD | 145K | $6.85M |
 | KEX | 144K | $19.12M |
 | NLOP | 134K | $1.54M |
 | WIX | 126K | $11.35M |
 | MAMA | 116K | $1.77M |
 | BATRK | 109K | $4.66M |
 | VVV | 109K | $3.66M |
 | AR | 104K | $4.43M |
 | BRKR | 101K | $3.63M |
Criteo S.A.
CRTO
Shares Held
822K
Value
$14.75M
Janus International Group, Inc.
JBI
Shares Held
494K
Value
$2.55M
Proficient Auto Logistics, Inc. Common Stock
PAL
Shares Held
413K
Value
$2.80M
Hub Group, Inc.
HUBG
Shares Held
304K
Value
$10.96M
Sun Country Airlines Holding
SNCY
Shares Held
244K
Value
$4.03M
Worthington Industries, Inc.
WOR
Shares Held
217K
Value
$11.32M
SI-BONE, Inc.
SIBN
Shares Held
187K
Value
$2.36M
Nomad Foods Limited
NOMD
Shares Held
187K
Value
$1.80M
CSX Corporation
CSX
Shares Held
183K
Value
$7.49M
Movado Group, Inc.
MOV
Shares Held
179K
Value
$4.38M
Arcos Dorados Holdings Inc.
ARCO
Shares Held
167K
Value
$1.38M
Cactus, Inc.
WHD
Shares Held
145K
Value
$6.85M
Kirby Corporation
KEX
Shares Held
144K
Value
$19.12M
Net Lease Office Properties
NLOP
Shares Held
134K
Value
$1.54M
Wix.com Ltd.
WIX
Shares Held
126K
Value
$11.35M
Mama's Creations, Inc.
MAMA
Shares Held
116K
Value
$1.77M
Atlanta Braves Holdings, Inc.
BATRK
Shares Held
109K
Value
$4.66M
Valvoline Inc.
VVV
Shares Held
109K
Value
$3.66M
Antero Resources Corporation
AR
Shares Held
104K
Value
$4.43M
Bruker Corporation
BRKR
Shares Held
101K
Value
$3.63M