VELA INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRTO | 551K | $11.36M |
 | JBI | 375K | $2.46M |
 | HUBG | 321K | $13.70M |
 | PAL | 240K | $2.31M |
 | SNCY | 239K | $3.44M |
 | MAMA | 227K | $3.06M |
 | CSX | 192K | $6.96M |
 | MOV | 185K | $3.81M |
 | AMBC | 179K | $1.39M |
 | KEX | 154K | $16.97M |
 | ARCO | 151K | $1.11M |
 | WHD | 146K | $6.67M |
 | SIBN | 140K | $2.77M |
 | VVV | 134K | $3.89M |
 | AR | 129K | $4.45M |
 | NOMD | 122K | $1.53M |
 | AGI | 116K | $4.48M |
 | BRKR | 103K | $4.84M |
 | WIX | 98K | $10.18M |
 | NLOP | 94K | $2.43M |
Criteo S.A.
CRTO
Shares Held
551K
Value
$11.36M
Janus International Group, Inc.
JBI
Shares Held
375K
Value
$2.46M
Hub Group, Inc.
HUBG
Shares Held
321K
Value
$13.70M
Proficient Auto Logistics, Inc. Common Stock
PAL
Shares Held
240K
Value
$2.31M
Sun Country Airlines Holdings, Inc.
SNCY
Shares Held
239K
Value
$3.44M
Mama's Creations, Inc.
MAMA
Shares Held
227K
Value
$3.06M
CSX Corporation
CSX
Shares Held
192K
Value
$6.96M
Movado Group, Inc.
MOV
Shares Held
185K
Value
$3.81M
Ambac Financial Group, Inc.
AMBC
Shares Held
179K
Value
$1.39M
Kirby Corporation
KEX
Shares Held
154K
Value
$16.97M
Arcos Dorados Holdings Inc.
ARCO
Shares Held
151K
Value
$1.11M
Cactus, Inc.
WHD
Shares Held
146K
Value
$6.67M
SI-BONE, Inc.
SIBN
Shares Held
140K
Value
$2.77M
Valvoline Inc.
VVV
Shares Held
134K
Value
$3.89M
Antero Resources Corporation
AR
Shares Held
129K
Value
$4.45M
Nomad Foods Limited
NOMD
Shares Held
122K
Value
$1.53M
Alamos Gold Inc.
AGI
Shares Held
116K
Value
$4.48M
Bruker Corporation
BRKR
Shares Held
103K
Value
$4.84M
Wix.com Ltd.
WIX
Shares Held
98K
Value
$10.18M
Net Lease Office Properties
NLOP
Shares Held
94K
Value
$2.43M