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.
Top Valuable Stocks in Timelo Investment Management Inc. Portfolio
SPDR S&P 500 ETF TR
TELUS CORPORATION
PROFOUND MED CORP
ENERFLEX LTD
ELEVANCE HEALTH INC FORMERLY
ITURAN LOCATION AND CONTROL
MOLINA HEALTHCARE INC
CGI INC
BRITISH AMERN TOB PLC
PALANTIR TECHNOLOGIES INC
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