account_balance
Investment manager · 13F filer · SEC CIK 1851296
Timelo Investment Management Inc.
Reported value$80Mas of Jun 30, 2026
Positions47 13 new, 14 sold out
Top 10 weight47.3%PROF alone is 9%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PROFProfound Med Corp
9.3%
CIGIColliers Intl Group Inc
7.0%Added +1100%
MOHMolina Healthcare Inc
6.0%Added +31%
BAXBaxter Intl Inc
4.4%Added +351%
CAECae Inc
3.8%Added +126%
WIXWix Com Ltd
3.6%Added +700%
BKDBrookdale Sr Living Inc
3.3%Trimmed −35%
GRALGrail Inc
3.3%Added +160%
INTUIntuit
3.3%New
POOLPool Corp
3.2%Added +71%
CVECenovus Energy Inc
3.1%Added +100%
BCEBce Inc
2.8%New
PROFProfound Med Corp
9.3%
CIGIColliers Intl Group Inc
7.0%Added +1100%
MOHMolina Healthcare Inc
6.0%Added +31%
BAXBaxter Intl Inc
4.4%Added +351%
CAE3.8%WIX3.6%BKD3.3%GRAL3.3%INTU3.3%POOL3.2%CVE3.1%BCE2.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PROF Profound Med Corp 9.3% HeldCIGI Colliers Intl Group Inc 7.0% Added +1100%MOH Molina Healthcare Inc 6.0% Added +31%BAX Baxter Intl Inc 4.4% Added +351%CAE Cae Inc 3.8% Added +126%WIX Wix Com Ltd 3.6% Added +700%BKD Brookdale Sr Living Inc 3.3% Trimmed −35%GRAL Grail Inc 3.3% Added +160%INTU Intuit 3.3% NewPOOL Pool Corp 3.2% Added +71%CVE Cenovus Energy Inc 3.1% Added +100%BCE Bce Inc 2.8% New
What changed