Timelo Investment Management Inc.: 13F holdings
CIK 18512962026Q2
| Positions | 49 |
|---|
| Reported value | $348.6m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 49 (-2 vs prior quarter) |
|---|
| Reported value | $348.6m (+174.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PROF PROFOUND MED CORP | 1,114,967 | $7.4m | 2.1% |
| CIGI COLLIERS INTL GROUP INC | 60,000 | $5.6m | 1.6% |
| MOH MOLINA HEALTHCARE INC | 21,000 | $4.8m | 1.4% |
| BAX BAXTER INTL INC | 167,000 | $3.6m | 1.0% |
| CAE CAE INC | 122,100 | $3.1m | 0.9% |
| WIX COM LTD | 64,000 | $2.9m | 0.8% |
| BKD BROOKDALE SR LIVING INC | 166,000 | $2.7m | 0.8% |
| GRAL GRAIL INC | 39,000 | $2.7m | 0.8% |
| INTU INTUIT | 10,000 | $2.6m | 0.7% |
| POOL POOL CORP | 12,000 | $2.6m | 0.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1851296")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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