Timelo Investment Management Inc.

13F filer · CIK 0001851296

Reported Aug 13, 2026

Net buyer this quarter

13F portfolio value$349MU.S. long equity reported on 13F

Positions4713 new · 12 closed

Net flow last quarter+$9.1MBuys minus sells

Top 10 positions weight10.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202647 positions
PROFProfound Medical Corp.	$7.41M	2.13%	3.05%	Not reported	Q4 2021
CIGIColliers International Group Inc.	$5.63M	1.61%	0.15%	+1100.0%	Q2 2022
MOHMolina Healthcare, Inc.	$4.8M	1.38%	0.04%	+31.3%	Q4 2025
BAXBaxter International Inc	$3.56M	1.02%	0.03%	+351.4%	Q3 2025
CAECae Inc	$3.06M	0.88%	0.04%	+125.7%	Q1 2026
WIXWix.com Ltd.	$2.9M	0.83%	0.12%	+700.0%	Q1 2026
BKDBrookdale Senior Living Inc.	$2.67M	0.77%	0.07%	-35.4%	Q1 2026
GRALGRAIL, Inc.	$2.66M	0.76%	0.09%	+160.0%	Q1 2026
INTUIntuit Inc.	$2.61M	0.75%	0.00%	New	Q2 2026
POOLPool Corp	$2.58M	0.74%	0.03%	+71.4%	Q1 2026
CVECenovus Energy Inc.	$2.48M	0.71%	0.01%	+100.0%	Q1 2024
BCEBce Inc	$2.26M	0.65%	0.01%	Not reported	Q3 2023
ACNAccenture plc	$2.24M	0.64%	0.00%	New	Q2 2026
MSFTMicrosoft Corp	$2.24M	0.64%	0.00%	-33.3%	Q4 2025
EATBrinker International, Inc	$2.18M	0.63%	0.03%	-18.8%	Q3 2025
TPBTurning Point Brands, Inc.	$2.04M	0.58%	0.12%	New	Q2 2026
MANManpowerGroup Inc.	$2.03M	0.58%	0.13%	New	Q2 2026
BROSDutch Bros Inc.	$2.01M	0.58%	0.02%	-41.7%	Q3 2025
ELVElevance Health, Inc.	$1.93M	0.55%	0.00%	-28.6%	Q3 2025
NTRNutrien Ltd.	$1.7M	0.49%	0.00%	Not reported	Q1 2022
VFFVillage Farms International, Inc.	$1.66M	0.48%	0.68%	Not reported	Q3 2025
ADBEAdobe Inc.	$1.64M	0.47%	0.00%	Not reported	Q3 2022
YUMYum Brands Inc	$1.6M	0.46%	0.00%	New	Q2 2026
CNHCNH Industrial N.V.	$1.57M	0.45%	0.01%	+460.0%	Q1 2022
GIBCgi Inc	$1.55M	0.44%	Not reported	-44.2%	Q3 2025
BIPCBrookfield Infrastructure Corp	$1.54M	0.44%	0.06%	-38.5%	Q4 2023
EFXTEnerflex Ltd.	$1.3M	0.37%	0.04%	-58.5%	Q1 2024
BGSIBoyd Group Services Inc.	$1.21M	0.35%	0.05%	Not reported	Q4 2025
ITRNIturan Location & Control Ltd.	$1.16M	0.33%	0.10%	-51.3%	Q3 2025
DRVNDriven Brands Holdings Inc.	$1.16M	0.33%	0.05%	-33.6%	Q1 2026
FURYFury Gold Mines Ltd	$1.09M	0.31%	1.07%	+15.1%	Q4 2025
DOCUDocusign, Inc.	$888K	0.25%	0.01%	New	Q2 2026
CVXChevron Corp	$829K	0.24%	0.00%	New	Q2 2026
SOBOSouth Bow Corp	$705K	0.20%	0.01%	Not reported	Q1 2026
PACHPioneer Acquisition I Corp	$614K	0.18%	Not reported	Not reported	Q1 2026
OBAOxley Bridge Acquisition Ltd	$511K	0.15%	Not reported	Not reported	Q1 2026
VETVermilion Energy Inc.	$469K	0.13%	0.03%	+100.0%	Q4 2021
CNQCANADIAN NATURAL RESOURCES Ltd	$395K	0.11%	0.00%	Not reported	Q3 2025
ELVAElectrovaya Inc.	$315K	0.09%	0.07%	New	Q2 2026
FIGXFIGX Capital Acquisition Corp.	$256K	0.07%	Not reported	Not reported	Q1 2026
CALMCal-Maine Foods Inc	$242K	0.07%	0.01%	-85.7%	Q4 2025
FCRSFutureCrest Acquisition Corp.	$103K	0.03%	Not reported	Not reported	Q1 2026
MESHUMeshflow Acquisition Corp	$102K	0.03%	Not reported	Not reported	Q4 2025
MBVIM3-Brigade Acquisition VI Corp.	$101K	0.03%	Not reported	Not reported	Q1 2026
PACHWPioneer Acquisition I Corp	$6.47K	0.00%	Not reported	Not reported	Q1 2026
OBAWWOxley Bridge Acquisition Ltd	$5.42K	0.00%	Not reported	Not reported	Q1 2026
FIGXWFIGX Capital Acquisition Corp.	$3.5K	0.00%	Not reported	Not reported	Q1 2026
Q1 2026Reported May 14, 202646 positions
PROFProfound Medical Corp.	$7.22M	5.70%	3.07%	+13.8%	Q4 2021
WMTWalmart Inc.	$3.73M	2.94%	0.00%	New	Q1 2026
BKDBrookdale Senior Living Inc.	$3.52M	2.77%	0.11%	New	Q1 2026
MSFTMicrosoft Corp	$3.33M	2.63%	0.00%	+80.0%	Q4 2025
GIBCgi Inc	$3.14M	2.48%	Not reported	+7.5%	Q3 2025
BAMBrookfield Asset Management Ltd.	$2.89M	2.28%	Not reported	New	Q1 2026
EFXTEnerflex Ltd.	$2.68M	2.11%	0.11%	-68.2%	Q1 2024
BIPCBrookfield Infrastructure Corp	$2.57M	2.03%	0.10%	Not reported	Q4 2023
TUTelus Corp	$2.5M	1.97%	0.01%	-73.1%	Q1 2024
BROSDutch Bros Inc.	$2.43M	1.92%	0.03%	+6.7%	Q3 2025
EATBrinker International, Inc	$2.28M	1.80%	0.04%	-20.0%	Q3 2025
GILGildan Activewear Inc.	$2.17M	1.71%	0.02%	Not reported	Q3 2025
MOHMolina Healthcare, Inc.	$2.13M	1.68%	0.03%	-27.3%	Q4 2025
ELVElevance Health, Inc.	$2.05M	1.62%	0.00%	-56.3%	Q3 2025
ITRNIturan Location & Control Ltd.	$1.91M	1.51%	0.20%	-68.3%	Q3 2025
BTIBritish American Tobacco p.l.c.	$1.75M	1.38%	0.00%	-53.9%	Q3 2025
CALMCal-Maine Foods Inc	$1.66M	1.31%	0.04%	-16.0%	Q4 2025
BGSIBoyd Group Services Inc.	$1.64M	1.29%	0.05%	+611.1%	Q4 2025
DRVNDriven Brands Holdings Inc.	$1.58M	1.24%	0.08%	New	Q1 2026
IRENIREN Ltd	$1.44M	1.14%	0.01%	-4.6%	Q3 2025
POOLPool Corp	$1.42M	1.12%	0.02%	New	Q1 2026
CAECae Inc	$1.41M	1.11%	0.02%	New	Q1 2026
TACTransalta Corp	$1.38M	1.08%	0.04%	Not reported	Q2 2024
CVECenovus Energy Inc.	$1.33M	1.05%	0.00%	Not reported	Q1 2024
FURYFury Gold Mines Ltd	$1.07M	0.84%	0.93%	-15.0%	Q4 2025
OVVOvintiv Inc.	$890K	0.70%	0.01%	New	Q1 2026
GRALGRAIL, Inc.	$775K	0.61%	0.04%	New	Q1 2026
WIXWix.com Ltd.	$721K	0.57%	0.01%	New	Q1 2026
SOBOSouth Bow Corp	$666K	0.53%	0.01%	New	Q1 2026
BAXBaxter International Inc	$622K	0.49%	0.01%	-73.9%	Q3 2025
PACHPioneer Acquisition I Corp	$608K	0.48%	Not reported	New	Q1 2026
CIGIColliers International Group Inc.	$534K	0.42%	0.01%	Not reported	Q2 2022
OBAOxley Bridge Acquisition Ltd	$507K	0.40%	Not reported	New	Q1 2026
MINEMayfair Gold Corp.	$491K	0.39%	Not reported	New	Q1 2026
WFGWest Fraser Timber Co., Ltd	$405K	0.32%	Not reported	-89.0%	Q4 2025
VETVermilion Energy Inc.	$345K	0.27%	0.02%	Not reported	Q4 2021
CNHCNH Industrial N.V.	$275K	0.22%	0.00%	Not reported	Q1 2022
FIGXFIGX Capital Acquisition Corp.	$253K	0.20%	Not reported	New	Q1 2026
GDYNGrid Dynamics Holdings, Inc.	$143K	0.11%	0.03%	New	Q1 2026
CAEPCantor Equity Partners III, Inc.	$103K	0.08%	Not reported	Not reported	Q2 2025
FCRSFutureCrest Acquisition Corp.	$101K	0.08%	Not reported	New	Q1 2026
MBVIM3-Brigade Acquisition VI Corp.	$101K	0.08%	Not reported	New	Q1 2026
MESHUMeshflow Acquisition Corp	$99.6K	0.08%	Not reported	Not reported	Q4 2025
PACHWPioneer Acquisition I Corp	$5.4K	0.00%	Not reported	New	Q1 2026
OBAWWOxley Bridge Acquisition Ltd	$5K	0.00%	Not reported	New	Q1 2026
FIGXWFIGX Capital Acquisition Corp.	$3.38K	0.00%	Not reported	New	Q1 2026
Q4 2025Reported Feb 13, 202642 positions
TUTelus Corp	$9.55M	3.39%	0.05%	Not reported	Q1 2024
PROFProfound Medical Corp.	$7.71M	2.74%	2.70%	+62.4%	Q4 2021
EFXTEnerflex Ltd.	$6.22M	2.21%	0.33%	+125.6%	Q1 2024
ELVElevance Health, Inc.	$5.61M	1.99%	0.01%	+14.3%	Q3 2025
ITRNIturan Location & Control Ltd.	$5.29M	1.88%	0.62%	Not reported	Q3 2025
MOHMolina Healthcare, Inc.	$3.82M	1.35%	0.04%	New	Q4 2025
GIBCgi Inc	$3.69M	1.31%	Not reported	+166.7%	Q3 2025
BTIBritish American Tobacco p.l.c.	$3.68M	1.31%	0.00%	-20.7%	Q3 2025
CMGChipotle Mexican Grill Inc	$3.44M	1.22%	0.01%	+210.0%	Q3 2025
WFGWest Fraser Timber Co., Ltd	$3.43M	1.22%	Not reported	New	Q4 2025
FSVFirstService Corp	$3.11M	1.10%	0.04%	New	Q4 2025
EATBrinker International, Inc	$2.87M	1.02%	0.05%	+100.0%	Q3 2025
BROSDutch Bros Inc.	$2.75M	0.98%	0.03%	+60.7%	Q3 2025
BAXBaxter International Inc	$2.71M	0.96%	0.03%	+39.2%	Q3 2025
DECKDeckers Outdoor Corp	$2.49M	0.88%	0.02%	+50.0%	Q2 2025
MSFTMicrosoft Corp	$2.42M	0.86%	0.00%	New	Q4 2025
CNQCANADIAN NATURAL RESOURCES Ltd	$2.2M	0.78%	0.00%	+225.0%	Q3 2025
QSRRestaurant Brands International Inc.	$2.05M	0.73%	0.01%	Not reported	Q4 2021
NOANorth American Construction Group Ltd.	$2.01M	0.71%	0.49%	-49.1%	Q2 2025
CALMCal-Maine Foods Inc	$1.99M	0.71%	0.05%	New	Q4 2025
BCEBce Inc	$1.91M	0.68%	0.01%	-15.8%	Q3 2023
IRENIREN Ltd	$1.66M	0.59%	0.02%	-65.4%	Q3 2025
TRIThomson Reuters Corp	$1.58M	0.56%	0.00%	New	Q4 2025
CNICanadian National Railway Co	$1.48M	0.53%	0.00%	New	Q4 2025
MOSMosaic Co	$1.32M	0.47%	0.02%	New	Q4 2025
FURYFury Gold Mines Ltd	$1.22M	0.43%	1.09%	New	Q4 2025
AMZNAmazon Com Inc	$1.15M	0.41%	0.00%	New	Q4 2025
CPCanadian Pacific Kansas City Ltd	$736K	0.26%	0.00%	Not reported	Q3 2025
PACHUPioneer Acquisition I Corp	$613K	0.22%	Not reported	Not reported	Q2 2025
CRCLCircle Internet Group, Inc.	$555K	0.20%	Not reported	New	Q4 2025
OBAWUOxley Bridge Acquisition Ltd	$511K	0.18%	Not reported	Not reported	Q2 2025
TFIITFI International Inc.	$289K	0.10%	0.00%	-60.0%	Q4 2022
BGSIBoyd Group Services Inc.	$287K	0.10%	0.01%	New	Q4 2025
FIGXUFIGX Capital Acquisition Corp.	$255K	0.09%	Not reported	Not reported	Q2 2025
CNHCNH Industrial N.V.	$231K	0.08%	0.00%	Not reported	Q1 2022
VETVermilion Energy Inc.	$209K	0.07%	0.02%	-50.0%	Q4 2021
NFGCNew Found Gold Corp.	$208K	0.07%	0.02%	Not reported	Q2 2025
FIGRFigure Technology Solutions, Inc.	$204K	0.07%	Not reported	New	Q4 2025
CEPVCantor Equity Partners V, Inc.	$103K	0.04%	Not reported	New	Q4 2025
CAEPCantor Equity Partners III, Inc.	$102K	0.04%	Not reported	Not reported	Q2 2025
MBVIUM3-Brigade Acquisition VI Corp.	$101K	0.04%	Not reported	Not reported	Q3 2025
MESHUMeshflow Acquisition Corp	$100K	0.04%	Not reported	New	Q4 2025
Q3 2025Reported Nov 13, 202537 positions
IRENIREN Ltd	$5.96M	2.23%	Not reported	New	Q3 2025
ITRNIturan Location & Control Ltd.	$4.39M	1.65%	0.52%	New	Q3 2025
BTIBritish American Tobacco p.l.c.	$4.35M	1.63%	0.00%	New	Q3 2025
ELVElevance Health, Inc.	$4.25M	1.59%	0.01%	New	Q3 2025
NOANorth American Construction Group Ltd.	$3.91M	1.47%	0.99%	+1682.2%	Q2 2025
PROFProfound Medical Corp.	$2.95M	1.11%	2.00%	-28.2%	Q4 2021
PTONPeloton Interactive, Inc.	$2.93M	1.10%	Not reported	New	Q3 2025
RGLDRoyal Gold Inc	$2.41M	0.90%	0.02%	New	Q3 2025
BAXBaxter International Inc	$2.32M	0.87%	0.02%	New	Q3 2025
GILGildan Activewear Inc.	$2.31M	0.87%	0.03%	New	Q3 2025
BCEBce Inc	$2.22M	0.83%	0.01%	+90.0%	Q3 2023
EFXTEnerflex Ltd.	$1.93M	0.72%	0.14%	-30.9%	Q1 2024
DECKDeckers Outdoor Corp	$1.62M	0.61%	0.01%	+100.0%	Q2 2025
BROSDutch Bros Inc.	$1.47M	0.55%	0.02%	New	Q3 2025
LULUlululemon athletica inc.	$1.42M	0.53%	0.01%	New	Q3 2025
GIBCgi Inc	$1.34M	0.50%	Not reported	New	Q3 2025
AZA2z Cust2mate Solutions Corp.	$1.32M	0.49%	0.56%	New	Q3 2025
EATBrinker International, Inc	$1.27M	0.47%	0.02%	New	Q3 2025
TROWPrice T Rowe Group Inc	$1.23M	0.46%	0.01%	New	Q3 2025
RCIRogers Communications Inc	$1.21M	0.45%	Not reported	-5.4%	Q1 2023
CMGChipotle Mexican Grill Inc	$1.18M	0.44%	0.00%	New	Q3 2025
CPCanadian Pacific Kansas City Ltd	$745K	0.28%	0.00%	New	Q3 2025
CNQCANADIAN NATURAL RESOURCES Ltd	$639K	0.24%	0.00%	New	Q3 2025
CIFRCipher Digital Inc.	$630K	0.24%	0.01%	New	Q3 2025
TFIITFI International Inc.	$616K	0.23%	0.01%	Not reported	Q4 2022
PACHUPioneer Acquisition I Corp	$603K	0.23%	Not reported	Not reported	Q2 2025
WINGWingstop Inc.	$503K	0.19%	0.01%	New	Q3 2025
OBAWUOxley Bridge Acquisition Ltd	$502K	0.19%	Not reported	Not reported	Q2 2025
VETVermilion Energy Inc.	$391K	0.15%	0.03%	Not reported	Q4 2021
GAUGaliano Gold Inc.	$274K	0.10%	0.05%	New	Q3 2025
CNHCNH Industrial N.V.	$271K	0.10%	0.00%	Not reported	Q1 2022
FIGXUFIGX Capital Acquisition Corp.	$252K	0.09%	Not reported	Not reported	Q2 2025
SPTSprout Social, Inc.	$129K	0.05%	Not reported	New	Q3 2025
CAEPCantor Equity Partners III, Inc.	$103K	0.04%	Not reported	Not reported	Q2 2025
MBVIUM3-Brigade Acquisition VI Corp.	$101K	0.04%	Not reported	New	Q3 2025
ETHZFORUM MARKETS Inc	$96.4K	0.04%	Not reported	New	Q3 2025
VFFVillage Farms International, Inc.	$62.6K	0.02%	0.02%	New	Q3 2025

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