Institutions / Timelo Investment Management Inc.
Timelo Investment Management Inc.
CIK 1851296 · Institution · as of Dec 31, 2025
Portfolio value
$94.23M
Positions
44
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 44 →
| Company | Value | % of portfolio |
|---|---|---|
| Telus Corporation | $9.55M | 10.1% |
| Profound Med Corp | $7.71M | 8.2% |
| Enerflex Ltd | $6.22M | 6.6% |
| Elevance Health Inc | $5.61M | 6.0% |
| Ituran Location & Control Ltd | $5.29M | 5.6% |
| Molina Healthcare Inc | $3.82M | 4.1% |
| Cgi Inc | $3.69M | 3.9% |
| British Amern Tob PLC | $3.68M | 3.9% |
| Chipotle Mexican Grill Inc | $3.44M | 3.7% |
| West Fraser Timber Co Ltd | $3.43M | 3.6% |
| Firstservice Corp New | $3.11M | 3.3% |
| Brinker International, Inc | $2.87M | 3.0% |
| Dutch Bros Inc. | $2.75M | 2.9% |
| Baxter International Inc | $2.71M | 2.9% |
| Deckers Outdoor Corp | $2.49M | 2.6% |
| Microsoft Corp | $2.42M | 2.6% |
| iShares Tr | $2.24M | 2.4% |
| Canadian Nat Res Ltd | $2.20M | 2.3% |
| Restaurant Brands International Inc.QSR | $2.05M | 2.2% |
| North American Construction Group Ltd. | $2.01M | 2.1% |
| Cal-Maine Foods Inc | $1.99M | 2.1% |
| Bce Inc | $1.91M | 2.0% |
| Iren Limited | $1.66M | 1.8% |
| Thomson Reuters Corp | $1.58M | 1.7% |
| Canadian Natl Ry Co | $1.48M | 1.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.