TIMELO INVESTMENT MANAGEMENT INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PROF | 604K | $2.95M |
 | PTON | 325K | $2.92M |
 | NOA | 275K | $3.91M |
 | IREN | 127K | $5.96M |
 | ITRN | 123K | $4.39M |
 | BAX | 102K | $2.32M |
 | BCE | 95K | $2.22M |
 | BTI | 82K | $4.35M |
 | VET | 50K | $391.00K |
 | CIFR | 50K | $629.50K |
 | GIL | 40K | $2.31M |
 | RCI | 35K | $1.21M |
 | CMG | 30K | $1.18M |
 | BROS | 28K | $1.47M |
 | VFF | 20K | $62.60K |
 | CNQ | 20K | $639.20K |
 | DECK | 16K | $1.62M |
 | GIB | 15K | $1.34M |
 | ELV | 14K | $4.25M |
 | RGLD | 12K | $2.41M |
Profound Medical Corp.
PROF
Shares Held
604K
Value
$2.95M
Peloton Interactive, Inc.
PTON
Shares Held
325K
Value
$2.92M
North American Construction Group Ltd.
NOA
Shares Held
275K
Value
$3.91M
IREN Limited
IREN
Shares Held
127K
Value
$5.96M
Ituran Location and Control Ltd.
ITRN
Shares Held
123K
Value
$4.39M
Baxter International Inc.
BAX
Shares Held
102K
Value
$2.32M
BCE Inc.
BCE
Shares Held
95K
Value
$2.22M
British American Tobacco p.l.c.
BTI
Shares Held
82K
Value
$4.35M
Vermilion Energy Inc.
VET
Shares Held
50K
Value
$391.00K
Cipher Mining Inc.
CIFR
Shares Held
50K
Value
$629.50K
Gildan Activewear Inc.
GIL
Shares Held
40K
Value
$2.31M
Rogers Communications Inc.
RCI
Shares Held
35K
Value
$1.21M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
30K
Value
$1.18M
Dutch Bros Inc.
BROS
Shares Held
28K
Value
$1.47M
Village Farms International, Inc.
VFF
Shares Held
20K
Value
$62.60K
Canadian Natural Resources Limited
CNQ
Shares Held
20K
Value
$639.20K
Deckers Outdoor Corporation
DECK
Shares Held
16K
Value
$1.62M
CGI Inc.
GIB
Shares Held
15K
Value
$1.34M
Elevance Health Inc.
ELV
Shares Held
14K
Value
$4.25M
Royal Gold, Inc.
RGLD
Shares Held
12K
Value
$2.41M