VELA INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRTO | 430K | $9.72M |
 | HUBG | 315K | $10.85M |
 | MAMA | 310K | $3.26M |
 | JBI | 279K | $2.75M |
 | VVV | 218K | $7.82M |
 | SNCY | 209K | $2.47M |
 | CSX | 203K | $7.19M |
 | PAL | 201K | $1.39M |
 | MOV | 198K | $3.76M |
 | AMBC | 180K | $1.50M |
 | KEX | 160K | $13.39M |
 | AGI | 153K | $5.33M |
 | ARCO | 151K | $1.02M |
 | INDV | 143K | $3.44M |
 | SIBN | 141K | $2.08M |
 | AR | 122K | $4.08M |
 | WHD | 118K | $4.64M |
 | UHG | 100K | $413.00K |
 | RRC | 93K | $3.52M |
 | SYY | 84K | $6.94M |
Criteo S.A.
CRTO
Shares Held
430K
Value
$9.72M
Hub Group, Inc.
HUBG
Shares Held
315K
Value
$10.85M
Mama's Creations, Inc.
MAMA
Shares Held
310K
Value
$3.26M
Janus International Group, Inc.
JBI
Shares Held
279K
Value
$2.75M
Valvoline Inc.
VVV
Shares Held
218K
Value
$7.82M
Sun Country Airlines Holdings, Inc.
SNCY
Shares Held
209K
Value
$2.47M
CSX Corporation
CSX
Shares Held
203K
Value
$7.19M
Proficient Auto Logistics, Inc. Common Stock
PAL
Shares Held
201K
Value
$1.39M
Movado Group, Inc.
MOV
Shares Held
198K
Value
$3.76M
Ambac Financial Group, Inc.
AMBC
Shares Held
180K
Value
$1.50M
Kirby Corporation
KEX
Shares Held
160K
Value
$13.39M
Alamos Gold Inc.
AGI
Shares Held
153K
Value
$5.33M
Arcos Dorados Holdings Inc.
ARCO
Shares Held
151K
Value
$1.02M
Indivior PLC
INDV
Shares Held
143K
Value
$3.44M
SI-BONE, Inc.
SIBN
Shares Held
141K
Value
$2.08M
Antero Resources Corporation
AR
Shares Held
122K
Value
$4.08M
Cactus, Inc.
WHD
Shares Held
118K
Value
$4.64M
United Homes Group, Inc.
UHG
Shares Held
100K
Value
$413.00K
Range Resources Corporation
RRC
Shares Held
93K
Value
$3.52M
Sysco Corporation
SYY
Shares Held
84K
Value
$6.94M