Titelia

Holdings of VELA SMALL CAP FUND

VELA Funds · Original filing · Compare with another fund · Report an error

Net assets
166.5M $ including 166.1M $ in equities, 99.8 %
Positions
58 in 6 countries
Top ten
32.5 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Kirby Corp 63,5678.4M $5.07 %
2Worthington Enterprises Inc 135,2677.1M $4.24 %
3Criteo SA 376,8286.8M $4.06 %
4Murphy USA Inc 10,5975.2M $3.14 %
5Wix.com Ltd 56,9525.1M $3.08 %
6Hub Group Inc 136,1374.9M $2.95 %
7Pool Corp 22,3134.5M $2.71 %
8Axis Capital Holdings Ltd 42,5164.3M $2.59 %
9Atlanta Braves Holdings Inc 94,0024M $2.41 %
10Sun Country Airlines Holdings Inc 228,4283.8M $2.27 %
11Gildan Activewear Inc 65,5283.6M $2.19 %
12Movado Group Inc 147,9613.6M $2.17 %
13Lincoln Electric Holdings Inc 14,4513.6M $2.16 %
14Greenbrier Cos Inc/The 67,5563.6M $2.14 %
15Cactus Inc 69,2493.3M $1.97 %
16Valvoline Inc 94,7823.2M $1.92 %
17Performance Food Group Co 36,8793.2M $1.90 %
18Antero Resources Corp 71,8833.1M $1.83 %
19Jack Henry & Associates Inc 19,1403M $1.82 %
20Bruker Corp 83,0883M $1.80 %
21Limbach Holdings Inc 37,6822.9M $1.77 %
22Carlisle Cos Inc 8,1462.7M $1.63 %
23Assured Guaranty Ltd 33,1452.7M $1.62 %
24Interparfums Inc 29,5272.7M $1.61 %
25Proficient Auto Logistics Inc 391,5882.7M $1.59 %
26Tidewater Inc 29,3102.4M $1.47 %
27Encompass Health Corp 25,2212.4M $1.47 %
28Lamb Weston Holdings Inc 57,4372.4M $1.46 %
29Simpson Manufacturing Co Inc 14,0582.4M $1.45 %
30National Fuel Gas Co 25,4982.4M $1.44 %
31Supernus Pharmaceuticals Inc 45,8572.4M $1.42 %
32Range Resources Corp 52,4632.4M $1.42 %
33Toro Co/The 24,8632.3M $1.40 %
34Janus International Group Inc 443,9032.3M $1.37 %
35Major Drilling Group International Inc 193,2882.2M $1.34 %
36SI-BONE Inc 175,4152.2M $1.33 %
37EPAM Systems Inc 16,1652.2M $1.31 %
38Etsy Inc 43,5082.2M $1.31 %
39Copa Holdings SA 18,7022.1M $1.28 %
40Ingles Markets Inc 23,4752.1M $1.27 %
41Globus Medical Inc 24,2682.1M $1.26 %
42Shift4 Payments Inc 47,8132.1M $1.26 %
43Essent Group Ltd 35,2632.1M $1.24 %
44Houlihan Lokey Inc 14,2682M $1.23 %
45Installed Building Products Inc 7,4382M $1.18 %
46Align Technology Inc 10,4841.8M $1.08 %
47Alamos Gold Inc 40,1741.8M $1.07 %
48BRP Inc 24,4121.8M $1.05 %
49Graham Holdings Co 1,6001.7M $1.02 %
50Coca-Cola Consolidated Inc 8,8051.7M $1.01 %
51Mama's Creations Inc 108,5421.7M $1.00 %
52Federal Agricultural Mortgage Corp 10,8751.6M $0.97 %
53Applied Industrial Technologies Inc 6,0641.6M $0.97 %
54PROCEPT BIOROBOTICS CORP 62,7351.6M $0.94 %
55Monarch Cement Co/The 6,0021.5M $0.92 %
56SPS Commerce Inc 23,0971.3M $0.77 %
57NET Lease Office Properties 110,7991.3M $0.77 %
58BWX Technologies Inc 5,5121.1M $0.68 %

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Sector breakdown

  • Consumer staples 1.9 %
  • Industrials 0.7 %
  • Unattributed 97.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 98.7 %
  • CAD 1.3 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 85.2 %
  • France 4.1 %
  • Canada 3.5 %
  • Israel 3.1 %
  • Bermuda 2.9 %
  • Panama 1.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States50141.6M $85.23 %
2France16.8M $4.07 %
3Canada35.8M $3.47 %
4Israel15.1M $3.09 %
5Bermuda24.8M $2.87 %
6Panama12.1M $1.28 %
Cite this page

Titelia. "Holdings of VELA SMALL CAP FUND". https://titelia.com/en/funds/S000069564