VELA Investment Management, LLC WOR — Worthington Inc

Ownership history in VELA Investment Management, LLC  ·  6 quarters on record

AI Ownership Summary

VELA Investment Management, LLC reported Worthington Inc (WOR) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.6% in 2026 Q1. The latest visible filing shows WOR at 2.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WOR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VELA Investment Management, LLC's position in Worthington Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WOR was reported at 2.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.6% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WOR stock page VELA Investment Management, LLC fund profile VELA Investment Management, LLC full holdings
How VELA Investment Management, LLC held WOR — position size vs. price
% of Fund (quarterly)    WOR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 217,109 +138,803 +177.3% 2.60% $11.3M 2026-05-08 $54.27
2025 Q4 ADDED — — — 78,306 +39,725 +103.0% 0.95% $4.0M 2026-02-02 $55.63
2025 Q3 ADDED — — — 38,581 +7,218 +23.0% 0.52% $2.1M 2025-10-30 $54.98
2025 Q2 ADDED — — — 31,363 +213 +0.7% 0.54% $2.0M 2025-07-29 $60.87
2025 Q1 ADDED — — — 31,150 +638 +2.1% 0.49% $1.6M 2025-04-29 $49.63
2024 Q4 INITIATED — — — 30,512 — — 0.34% $1.2M 2025-02-05 $41.56

🏢 Other funds also holding WOR

As of 2026 Q2 — sorted by position size

Cardinal Capital Management 3Y 7Y 0.21% FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3Y 7Y 0.14% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.07% ANCHYRA PARTNERS LLC 0.07% Summit Financial Strategies, Inc. 3Y 7Y 0.05% Rinkey Investments 3Y 0.05% True Wealth Design, LLC 3Y 0.03% Central Pacific Bank - Trust Division 0.02% PARK NATIONAL CORP /OH/ 3Y 7Y 0.02% Louisiana State Employees Retirement System 3Y 7Y 0.01%

FAQ About VELA Investment Management, LLC and WOR

These are the practical questions this page is built to answer before you even open the full history table.

How long has VELA Investment Management, LLC reported owning WOR?

VELA Investment Management, LLC reported WOR across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported WOR position in VELA Investment Management, LLC's portfolio?

The largest reported portfolio weight for WOR was 2.60% in 2026 Q1.

What is the latest reported WOR position on this page?

The most recent filing on this page is 2026 Q1, when VELA Investment Management, LLC reported 217,109 shares, equal to 2.60% of portfolio, with an estimated market value of $11.3M.

What does the chart on this WOR ownership page compare?

The chart compares VELA Investment Management, LLC's quarterly WOR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did VELA Investment Management, LLC time their WOR position?

Based on 13F filing dates vs. subsequent WOR price moves, VELA Investment Management, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on WOR relative to SPY over the holding period was +4.3%.

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