Fund HoldingsTimelo Investment Management Inc.

Total Portfolio Value
$80.03M
Total Bought
$40.38M
Total Sold
$33.20M
Net Transaction
+$7.18M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
COLLIERS INTL GROUP INC(CIGI)5,00060,000+55,0005345,6277.03%+5,093
BAXTER INTL INC37,000167,000+130,0006223,5604.45%+2,939
MOLINA HEALTHCARE INC(MOH)16,00021,000+5,0002,1334,8036.00%+2,670
INTUIT(INTU)010,000+10,00002,6103.26%+2,610
BCE INC(BCE)0105,000+105,00002,2592.82%+2,259
ACCENTURE PLC IRELAND
SHS CLASS A
018,000+18,00002,2402.80%+2,240
WIX COM LTD
SHS
8,00064,000+56,0007212,9043.63%+2,183
TURNING PT BRANDS INC(TPB)024,000+24,00002,0352.54%+2,035
MANPOWERGROUP INC WIS(MAN)060,000+60,00002,0262.53%+2,026
GRAIL INC(GRAL)15,00039,000+24,0007752,6633.33%+1,887
NUTRIEN LTD(NTR)027,000+27,00001,7002.12%+1,700
VILLAGE FARMS INTL INC(VFF)0832,165+832,16501,6642.08%+1,664
CAE INC(CAE)54,100122,100+68,0001,4093,0603.82%+1,651
ADOBE INC(ADBE)08,000+8,00001,6402.05%+1,640
YUM BRANDS INC(YUM)010,000+10,00001,5992.00%+1,599
CNH INDL N V
SHS
25,000140,000+115,0002751,5721.96%+1,297
POOL CORP(POOL)7,00012,000+5,0001,4162,5793.22%+1,162
CENOVUS ENERGY INC(CVE)50,000100,000+50,0001,3272,4813.10%+1,155
DOCUSIGN INC(DOCU)020,000+20,00008881.11%+888
CHEVRON CORPORATION(CVX)05,000+5,00008291.04%+829
CANADIAN NAT RES LTD MED TER(CNQ)010,000+10,00003950.49%+395
ELECTROVAYA INC(ELVA)030,000+30,00003150.39%+315
PROFOUND MED CORP(PROF)1,114,9671,114,96707,2257,4159.26%+190
VERMILION ENERGY INC(VET)25,00050,000+25,0003454690.59%+124
SOUTH BOW CORP(SOBO)20,00020,00006667050.88%+38
FURY GOLD MINES LIMITED(FURY)1,756,5002,021,500+265,0001,0701,0911.36%+22
PIONEER ACQUISITION I CORP(PACH)60,00060,00006086140.77%+6
OXLEY BRIDGE ACQ LTD
USD CL A ORD SHS
50,00050,00005075110.64%+5
FIGX CAP ACQUISITION CORP.
USD CL A ORD SHS
25,00025,00002532560.32%+3
FUTURECREST ACQUISITION CORP(FCRS)10,00010,00001011030.13%+2
MESHFLOW ACQUISITION CORP(MESH)10,00010,00001001020.13%+2
PIONEER ACQUISITION I CORP(PACH)30,00030,0000560.01%+1
M3-BRIGADE ACQUISITION VI CO(MBVI)10,00010,00001011010.13%+1
OXLEY BRIDGE ACQ LTD
*W EXP 06/17/203
25,00025,0000550.01%0
FIGX CAP ACQUISITION CORP.
*W EXP 06/17/203
12,50012,5000340.00%0
BRINKER INTL INC(EAT)16,00013,000-3,0002,2842,1842.73%-100
CANTOR EQUITY PARTNERS III I
SHS CL A
10,0000-10,0001030-103
ELEVANCE HEALTH INC FORMERLY(ELV)7,0005,000-2,0002,0491,9342.42%-116
GRID DYNAMICS HLDGS INC(GDYN)25,0000-25,0001430-142
WEST FRASER TIMBER LTD(WFG)6,2000-6,2004050-405
DRIVEN BRANDS HLDGS INC(DRVN)125,00083,000-42,0001,5761,1571.45%-419
DUTCH BROS INC(BROS)48,00028,000-20,0002,4322,0112.51%-421
BOYD GROUP SERVICES INC(BGSI)12,80012,80001,6371,2111.51%-425
MAYFAIR GOLD CORP(MINE)158,7500-158,7504910-491
ITURAN LOCATION AND CONTROL
SHS
39,00019,000-20,0001,9111,1591.45%-752
BROOKDALE SR LIVING INC(BKD)257,000166,000-91,0003,5162,6713.34%-845
OVINTIV INC(OVV)15,0000-15,0008900-890
BROOKFIELD INFRASTRUCTURE CO(BIPC)65,00040,000-25,0002,5691,5401.92%-1,029
MICROSOFT CORP(MSFT)9,0006,000-3,0003,3322,2382.80%-1,093
TRANSALTA CORP(TAC)105,0000-105,0001,3760-1,375
ENERFLEX LTD(EFXT)128,20053,200-75,0002,6821,3041.63%-1,378
CAL MAINE FOODS INC(CALM)21,0003,000-18,0001,6622420.30%-1,420
IREN LIMITED
ORDINARY SHARES
42,0000-42,0001,4400-1,440
CGI INC(GIB)43,00024,000-19,0003,1431,5501.94%-1,594
BRITISH AMERN TOB PLC(BTI)30,0000-30,0001,7540-1,754
GILDAN ACTIVEWEAR INC(GIL)39,0000-39,0002,1700-2,170
ISHARES TR27,1000-27,1002,2380-2,238
TELUS CORPORATION(TU)195,0000-195,0002,5020-2,502
BROOKFIELD ASSET MANAGMT LTD(BAM)65,0000-65,0002,8890-2,889
WALMART INC(WMT)30,0000-30,0003,7280-3,728
ISHARES TR45,0000-45,0003,9010-3,901
Page 1 of 1