TIMELO INVESTMENT MANAGEMENT INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PROF | 1.11M | $7.22M |
 | BKD | 257K | $3.52M |
 | TU | 195K | $2.50M |
 | EFXT | 128K | $2.68M |
 | DRVN | 125K | $1.58M |
 | TAC | 105K | $1.38M |
 | BAM | 65K | $2.89M |
 | BIPC | 65K | $2.57M |
 | PACH | 60K | $607.80K |
 | CAE | 54K | $1.41M |
 | OBA | 50K | $506.50K |
 | CVE | 50K | $1.33M |
 | BROS | 48K | $2.43M |
 | GIB | 43K | $3.14M |
 | IREN | 42K | $1.44M |
 | ITRN | 39K | $1.91M |
 | GIL | 39K | $2.17M |
 | BAX | 37K | $621.60K |
 | WMT | 30K | $3.73M |
 | BTI | 30K | $1.75M |
Profound Medical Corp.
PROF
Shares Held
1.11M
Value
$7.22M
Brookdale Senior Living Inc.
BKD
Shares Held
257K
Value
$3.52M
Telus Corp
TU
Shares Held
195K
Value
$2.50M
Enerflex Ltd.
EFXT
Shares Held
128K
Value
$2.68M
Driven Brands Holdings Inc.
DRVN
Shares Held
125K
Value
$1.58M
TransAlta Corporation
TAC
Shares Held
105K
Value
$1.38M
Brookfield Asset Management Ltd.
BAM
Shares Held
65K
Value
$2.89M
Brookfield Infrastructure Corporation
BIPC
Shares Held
65K
Value
$2.57M
Pioneer Acquisition I Corp
PACH
Shares Held
60K
Value
$607.80K
CAE Inc.
CAE
Shares Held
54K
Value
$1.41M
Oxley Bridge Acquisition Limited
OBA
Shares Held
50K
Value
$506.50K
Cenovus Energy Inc.
CVE
Shares Held
50K
Value
$1.33M
Dutch Bros Inc.
BROS
Shares Held
48K
Value
$2.43M
CGI Inc.
GIB
Shares Held
43K
Value
$3.14M
IREN Limited
IREN
Shares Held
42K
Value
$1.44M
Ituran Location and Control Ltd.
ITRN
Shares Held
39K
Value
$1.91M
Gildan Activewear Inc.
GIL
Shares Held
39K
Value
$2.17M
Baxter International Inc.
BAX
Shares Held
37K
Value
$621.60K
Walmart Inc.
WMT
Shares Held
30K
Value
$3.73M
British American Tobacco p.l.c.
BTI
Shares Held
30K
Value
$1.75M