SEC 13F Intelligence

Managers / Q1 2023 · view latest →

Timelo Investment Management Inc.

CIK 0001851296 · 372 HOLLANDVIEW TRAIL, SUITE 305, AURORA, A6, L4G 0A5 · 6474834072

Reported Value
$102M
Q1 2023
Positions
39
Filings on Record
18
2019–present window
Filed
May 11, 2023
original filing

Summary

Timelo Investment Management Inc. reported $102M in U.S.-listed holdings across 39 positions for Q1 2023.

Its largest position, BMO, represents 9.2% of the portfolio.

Compared with Q4 2022, the fund opened 20 new positions and exited 31.

Portfolio Metrics

Turnover
+45.0%
vs prior filed quarter
Top-10 Concentration
+52.8%
share of reported value
Largest Position
+9.2%
Bank Montreal Que
New / Exited
20 / 31
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $187MQ4 ’21Q1 ’22: $138MQ2 ’22: $110MQ3 ’22: $87MQ3 ’22Q4 ’22: $135MQ1 ’23: $102MQ2 ’23: $145MQ2 ’23Q3 ’23: $76MQ4 ’23: $115MQ1 ’24: $263MQ1 ’24Q2 ’24: $176MQ3 ’24: $160MQ4 ’24: $142MQ4 ’24Q1 ’25: $34MQ2 ’25: $74MQ3 ’25: $267MQ3 ’25Q4 ’25: $282MQ1 ’26: $127Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 71.3%ETP: 16.1%Other: 12.6%
  • Common Stock · 71.3% · $73M
  • ETP · 16.1% · $16M
  • Other · 12.6% · $13M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SPDR S&P 500 ETF TRNEW+40.0K40.0K+$16M$16M
TDTORONTO DOMINION BK ONTNEW+115.0K115.0K+$7M$7M
AAPLAPPLE INCNEW+30.0K30.0K+$5M$5M
CRESCENT PT ENERGY CORPNEW+530.0K530.0K+$4M$4M
UBERUBER TECHNOLOGIES INCNEW+50.0K50.0K+$2M$2M
RHRHNEW+6.0K6.0K+$1M$1M
EXPEEXPEDIA GROUP INCNEW+15.0K15.0K+$1M$1M
ABNBAIRBNB INCNEW+10.0K10.0K+$1M$1M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2023

37 positions
#IssuerClass% PortfolioValueShares
1BMOBANK MONTREAL QUEhistory →COM9.19%$9M105.0K
2PRNPROFOUND MED CORPhistory →COM NEW6.90%$7M756.2K
3TDTORONTO DOMINION BK ONThistory →COM NEW6.77%$7M115.0K
4BNBROOKFIELD CORPhistory →CL A LTD VT SH6.24%$6M195.0K
5CIGIEURCOLLIERS INTL GROUP INChistory →SUB VTG SHS4.91%$5M47.3K
6ZYMEZYMEWORKS INChistory →COM4.25%$4M479.1K
7ICEINTERCONTINENTAL EXCHANGE INhistory →COM4.10%$4M40.0K
8MIDDMIDDLEBY CORPhistory →COM3.89%$4M27.0K
9CRESCENT PT ENERGY CORPCOM3.68%$4M530.0K
10BZHBEAZER HOMES USA INChistory →COM NEW2.85%$3M182.6K
11UTA ACQUISITION CORPORATIONCLASS A ORD SHS2.53%$3M247.3K
12VETVERMILION ENERGY INChistory →COM2.42%$2M190.0K
13CAPRI HOLDINGS LIMITEDSHS1.97%$2M42.7K
14CWHCAMPING WORLD HLDGS INChistory →CL A1.74%$2M85.0K
15UBERUBER TECHNOLOGIES INChistory →COM1.56%$2M50.0K
16RHRHhistory →COM1.44%$1M6.0K
17EXPEEXPEDIA GROUP INChistory →COM NEW1.43%$1M15.0K
18SPREE ACQUISITION CORP 1 LTDCL A ORD SHS1.34%$1M130.4K
19ABNBAIRBNB INChistory →COM CL A1.22%$1M10.0K
20CVSCVS HEALTH CORPhistory →COM1.10%$1M15.0K
21CBRECBRE GROUP INChistory →CL A1.07%$1M15.0K
22UBS GROUP AGSHS1.05%$1M50.0K
23ROSTROSS STORES INChistory →COM1.04%$1M10.0K
24IRRXINTEGRATED RAIL AND RES ACQhistory →CL A COM1.04%$1M100.0K
25ODVOSISKO DEVELOPMENT CORPCOM NEW0.81%$820,750167.5K
26VMG CONSUMER ACQUISITION CORCLASS A COM0.56%$568,15055.0K
27BTEBAYTEX ENERGY CORPCOM0.55%$562,500150.0K
28SPORTSMAP TECH ACQUISITIN COCOM0.51%$519,00050.0K
29PORTAGE FINTECH ACQUISITN COCLASS A ORD SHS0.50%$511,00050.0K
30FCNCAFIRST CTZNS BANCSHARES INC NCL A0.48%$486,550500
31BLEUACACIA LTDCLASS A ORD SHS0.46%$467,57545.8K
32RCI/BROGERS COMMUNICATIONS INCCL B0.46%$463,60010.0K
33CRONCRONOS GROUP INCCOM0.37%$373,537192.5K
34VFCV F CORPCOM0.23%$229,10010.0K
35TIXTTELUS INTL CDA INCSUB VTG SHS0.20%$202,30010.0K
36OLAORLA MNG LTD NEWCOM0.12%$118,75025.0K
37AEAEALTENERGY ACQUISITION CORPCOM CL A0.10%$103,75010.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$127M51May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$282M46Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$267M40Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$74M22Aug 6, 202513F-HRchanges · EDGAR ↗
Q1 2025$34M7May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$142M16Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$160M13Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$176M24Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$263M34May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$115M25Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$76M19Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$145M23Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$102M39May 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$135M51Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$87M57Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$110M67Aug 1, 202213F-HRchanges · EDGAR ↗
Q1 2022$138M100May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$187M112Feb 10, 202213F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Timelo Strategic Opportunities Fund028-21721

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.