CIK 1851296
Timelo Investment Management Inc.
Institutional 13F holdings & portfolio
Holdings
46
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–46 of 46
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 270K | $1M+ | SH (Put) |
| TU | TELUS CORPORATION | 725K | $1M+ | SH |
| PROF | PROFOUND MED CORP | 980K | $1M+ | SH |
| EFXT | ENERFLEX LTD | 403K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 16K | $1M+ | SH |
| ITRN | ITURAN LOCATION AND CONTROL | 123K | $1M+ | SH |
| MOH | MOLINA HEALTHCARE INC | 22K | $1M+ | SH |
| GIB | CGI INC | 40K | $1M+ | SH |
| BTI | BRITISH AMERN TOB PLC | 65K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 20K | $1M+ | SH (Put) |
| CMG | CHIPOTLE MEXICAN GRILL INC | 93K | $1M+ | SH |
| WFG | WEST FRASER TIMBER CO LTD | 56K | $1M+ | SH |
| FSV | FIRSTSERVICE CORP NEW | 20K | $1M+ | SH |
| EAT | BRINKER INTL INC | 20K | $1M+ | SH |
| BROS | DUTCH BROS INC | 45K | $1M+ | SH |
| BAX | BAXTER INTL INC | 142K | $1M+ | SH |
| DECK | DECKERS OUTDOOR CORP | 24K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| SHY | ISHARES TR | 27K | $1M+ | SH |
| CNQ | CANADIAN NAT RES LTD | 65K | $1M+ | SH |
| QSR | RESTAURANT BRANDS INTL INC | 30K | $1M+ | SH |
| NOA | NORTH AMERN CONSTR GROUP LTD | 140K | $1M+ | SH |
| CALM | CAL MAINE FOODS INC | 25K | $1M+ | SH |
| BCE | BCE INC | 80K | $1M+ | SH |
| IREN | IREN LIMITED | 44K | $1M+ | SH |
| TRI | THOMSON REUTERS CORP | 12K | $1M+ | SH |
| CNI | CANADIAN NATL RY CO | 15K | $1M+ | SH |
| MOS | MOSAIC CO NEW | 55K | $1M+ | SH |
| FURY | FURY GOLD MINES LIMITED | 2.1M | $1M+ | SH |
| AMZN | AMAZON COM INC | 5K | $1M+ | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 10K | $500K+ | SH |
| PACHU | PIONEER ACQUISITION I CORP | 60K | $500K+ | SH |
| CRCL | CIRCLE INTERNET GROUP INC | 7K | $500K+ | SH |
| OBAWU | OXLEY BRIDGE ACQ LTD | 50K | $500K+ | SH |
| TFII | TFI INTL INC | 3K | $100K–$500K | SH |
| BGSI | BOYD GROUP SERVICES INC | 2K | $100K–$500K | SH |
| FIGXU | FIGX CAP ACQUISITION CORP. | 25K | $100K–$500K | SH |
| CNH | CNH INDL N V | 25K | $100K–$500K | SH |
| VET | VERMILION ENERGY INC | 25K | $100K–$500K | SH |
| NFGC | NEW FOUND GOLD CORP | 70K | $100K–$500K | SH |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | 5K | $100K–$500K | SH |
| CEPV | CANTOR EQUITY PARTNERS V INC | 10K | $100K–$500K | SH |
| FCRS.U | FUTURECREST ACQUISITION CORP | 10K | $100K–$500K | SH |
| CAEP | CANTOR EQUITY PARTNERS III I | 10K | $100K–$500K | SH |
| MBVIU | M3-BRIGADE ACQUISITION VI CO | 10K | $100K–$500K | SH |
| MESHU | MESHFLOW ACQUISITION CORP | 10K | $100K–$500K | SH |