Timelo Investment Management Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Timelo Investment Management Inc. held in its portfolio 46 assets valued at $281,906,937 (i.e. $281.91M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($184.12M), TELUS CORPORATION ($9.55M), and PROFOUND MED CORP ($7.71M).
The chart below shows the top 10 valuable assets, and the table below shows the top 46 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Timelo Investment Management Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 270000 | 184118400 | TR UNIT |
| TELUS CORPORATION | 725000 | 9548250 | COM |
| PROFOUND MED CORP | 979967 | 7712340 | COM NEW |
| ENERFLEX LTD | 403200 | 6221376 | COM |
| ELEVANCE HEALTH INC FORMERLY | 16000 | 5608800 | COM |
| ITURAN LOCATION AND CONTROL | 123000 | 5290230 | SHS |
| MOLINA HEALTHCARE INC | 22000 | 3817880 | COM |
| CGI INC | 40000 | 3692000 | CL A SUB VTG |
| BRITISH AMERN TOB PLC | 65000 | 3680300 | SPONSORED ADR |
| PALANTIR TECHNOLOGIES INC | 20000 | 3555000 | CL A |
| CHIPOTLE MEXICAN GRILL INC | 93000 | 3441000 | COM |
| WEST FRASER TIMBER CO LTD | 56200 | 3434382 | COM |
| FIRSTSERVICE CORP NEW | 20000 | 3110600 | COM |
| BRINKER INTL INC | 20000 | 2870400 | COM |
| DUTCH BROS INC | 45000 | 2754900 | CL A |
| BAXTER INTL INC | 142000 | 2713620 | COM |
| DECKERS OUTDOOR CORP | 24000 | 2488080 | COM |
| MICROSOFT CORP | 5000 | 2418100 | COM |
| ISHARES TR | 27100 | 2244422 | 1 3 YR TREAS BD |
| CANADIAN NAT RES LTD | 65000 | 2200250 | COM |
| RESTAURANT BRANDS INTL INC | 30000 | 2046900 | COM |
| NORTH AMERN CONSTR GROUP LTD | 140156 | 2014042 | COM |
| CAL MAINE FOODS INC | 25000 | 1989250 | COM NEW |
| BCE INC | 80000 | 1905600 | COM NEW |
| IREN LIMITED | 44000 | 1661880 | ORDINARY SHARES |
| THOMSON REUTERS CORP | 12000 | 1582680 | COM |
| CANADIAN NATL RY CO | 15000 | 1482750 | COM |
| MOSAIC CO NEW | 55000 | 1324950 | COM |
| FURY GOLD MINES LIMITED | 2066500 | 1219235 | COM |
| AMAZON COM INC | 5000 | 1154100 | COM |
| CANADIAN PACIFIC KANSAS CITY | 10000 | 736300 | COM |
| PIONEER ACQUISITION I CORP | 60000 | 613200 | UNIT 06/16/2030 |
| CIRCLE INTERNET GROUP INC | 7000 | 555100 | COM CL A |
| OXLEY BRIDGE ACQ LTD | 50000 | 510750 | UNIT 06/17/2030 |
| TFI INTL INC | 2800 | 289380 | COM |
| BOYD GROUP SERVICES INC | 1800 | 286740 | COM |
| FIGX CAP ACQUISITION CORP. | 25000 | 254500 | UNIT 06/17/2030 |
| CNH INDL N V | 25000 | 230500 | SHS |
| VERMILION ENERGY INC | 25000 | 208500 | COM |
| NEW FOUND GOLD CORP | 70000 | 207900 | COM |
| FIGURE TECHNOLOGY SOLUTIO | 5000 | 204200 | COM CL A |
| CANTOR EQUITY PARTNERS V INC | 10000 | 102500 | SHS CL A S |
| FUTURECREST ACQUISITION CORP | 10000 | 102400 | UNIT 99/99/9999 |
| CANTOR EQUITY PARTNERS III I | 10000 | 102000 | SHS CL A |
| M3-BRIGADE ACQUISITION VI CO | 10000 | 101250 | UNIT 08/18/2030 |
| MESHFLOW ACQUISITION CORP | 10000 | 100000 | UNIT 11/19/2030 |