Fund HoldingsTimelo Investment Management Inc.

Total Portfolio Value
$40.54M
Total Bought
$44.45M
Total Sold
$60.36M
Net Transaction
-$15.91M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)(Put)150,000190,000+40,00081,633109,014+27,381
TRANSALTA CORP(TAC)20,000708,900+688,9001427,34418.12%+7,203
CENOVUS ENERGY INC(CVE)0285,000+285,00004,76811.76%+4,768
CROCS INC(CROX)6,00026,000+20,0008763,7659.29%+2,889
NUTRIEN LTD(NTR)45,00078,000+33,0002,2913,7499.25%+1,458
ATS CORPORATION(ATS)015,000+15,00004361.07%+436
CRONOS GROUP INC(CRON)618,587754,803+136,2161,4411,6534.08%+212
PROFOUND MED CORP725,895751,807+25,9126,0905,98414.76%-106
TC ENERGY CORP(TRP)30,00020,000-10,0001,1378662.14%-271
COGNITION THERAPEUTICS INC361,3970-361,3976000-600
KEURIG DR PEPPER INC(KDP)23,0000-23,0007680-768
GAIN THERAPEUTICS INC605,2880-605,2887750-775
VERMILION ENERGY INC(VET)156,40076,400-80,0001,7227461.84%-976
LITHIA MTRS INC(LAD)4,0000-4,0001,0100-1,010
CENTENE CORP DEL(CNC)17,0000-17,0001,1270-1,127
XPO INC(XPO)12,0000-12,0001,2740-1,274
HUNT J B TRANS SVCS INC(JBHT)8,3110-8,3111,3300-1,330
ENERFLEX LTD(EFXT)311,0900-311,0901,6800-1,680
GRANITE REAL ESTATE INVT TR39,5910-39,5911,9640-1,964
RESTAURANT BRANDS INTL INC(QSR)29,0000-29,0002,0410-2,041
ROGERS COMMUNICATIONS INC(RCI)62,0000-62,0002,2930-2,293
XPONENTIAL FITNESS INC175,0000-175,0002,7300-2,730
ISHARES TR180,000135,000-45,00014,69711,22527.69%-3,472
BAYTEX ENERGY CORP(BTE)1,080,0000-1,080,0003,7580-3,758
APPLE INC(AAPL)(Put)80,00020,000-60,00016,8504,660-12,190
WALMART INC(WMT)(Put)410,00070,000-340,00027,7615,653-22,109
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