
TIMELO INVESTMENT MANAGEMENT INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | PROF | 980K | $7.71M |
![]() | TU | 725K | $9.55M |
![]() | BAX | 142K | $2.71M |
![]() | ITRN | 123K | $5.29M |
![]() | BCE | 80K | $1.91M |
![]() | BTI | 65K | $3.68M |
![]() | CNQ | 65K | $2.20M |
![]() | MOS | 55K | $1.32M |
![]() | IREN | 44K | $1.66M |
![]() | QSR | 30K | $2.05M |
![]() | VET | 25K | $208.50K |
![]() | DECK | 24K | $2.49M |
![]() | EAT | 20K | $2.87M |
![]() | FSV | 20K | $3.11M |
![]() | CNI | 15K | $1.48M |
![]() | CAEP | 10K | $102.00K |
![]() | CRCL | 7K | $555.10K |
![]() | AMZN | 5K | $1.15M |
![]() | FIGR | 5K | $204.20K |
![]() | MSFT | 5K | $2.42M |

Profound Medical Corp.
PROF
Shares Held
980K
Value
$7.71M

TELUS Corporation
TU
Shares Held
725K
Value
$9.55M

Baxter International Inc.
BAX
Shares Held
142K
Value
$2.71M

Ituran Location and Control Ltd.
ITRN
Shares Held
123K
Value
$5.29M

BCE Inc.
BCE
Shares Held
80K
Value
$1.91M

British American Tobacco p.l.c.
BTI
Shares Held
65K
Value
$3.68M

Canadian Natural Resources Limited
CNQ
Shares Held
65K
Value
$2.20M

The Mosaic Company
MOS
Shares Held
55K
Value
$1.32M

IREN Limited
IREN
Shares Held
44K
Value
$1.66M

Restaurant Brands International Inc.
QSR
Shares Held
30K
Value
$2.05M

Vermilion Energy Inc.
VET
Shares Held
25K
Value
$208.50K

Deckers Outdoor Corporation
DECK
Shares Held
24K
Value
$2.49M

Brinker International, Inc.
EAT
Shares Held
20K
Value
$2.87M

FirstService Corporation
FSV
Shares Held
20K
Value
$3.11M

Canadian National Railway Company
CNI
Shares Held
15K
Value
$1.48M

Cantor Equity Partners III, Inc. Class A Ordinary Shares
CAEP
Shares Held
10K
Value
$102.00K

Circle Internet Group
CRCL
Shares Held
7K
Value
$555.10K

Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.15M

Figure Technology Solutions, Inc. Class A Common Stock
FIGR
Shares Held
5K
Value
$204.20K

Microsoft Corporation
MSFT
Shares Held
5K
Value
$2.42M
