SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Timelo Investment Management Inc.

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

Reported Value
$34M
Q1 2025
Positions
7
Filings on Record
18
2019–present window
Filed
May 13, 2025
original filing

Summary

Timelo Investment Management Inc. reported $34M in U.S.-listed holdings across 7 positions for Q1 2025.

The portfolio is heavily concentrated: Ishares Tr alone accounts for 24.1% of reported value.

Compared with Q4 2024, the fund opened 2 new positions and exited 11.

Portfolio Metrics

Turnover
+3.4%
vs prior filed quarter
Largest Position
+24.1%
Ishares Tr
New / Exited
2 / 11
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
ETP: 69.7%Common Stock: 30.3%
  • ETP · 69.7% · $24M
  • Common Stock · 30.3% · $10M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
INTCINTEL CORPNEW+50.0K50.0K+$1M$1M
ROKUROKU INCNEW+10.0K10.0K+$704,400$704,400
AAPLAPPLE INCSOLD OUT90.0K0$23M$0
WMTWALMART INCSOLD OUT90.0K0$8M$0
BACBANK AMERICA CORPSOLD OUT110.0K0$5M$0
TACTRANSALTA CORPSOLD OUT333.9K0$5M$0
PLTRPALANTIR TECHNOLOGIES INCSOLD OUT50.0K0$4M$0
RCI/BROGERS COMMUNICATIONS INCSOLD OUT110.0K0$3M$0

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

Holdings — Q1 2025

5 positions
#IssuerClass% PortfolioValueShares
1ISHARES TR20 YR TR BD ETF · 1 3 YR TREAS BD36.78%$13M142.1K
2PRNPROFOUND MED CORPhistory →COM NEW16.97%$6M991.0K
3UBERUBER TECHNOLOGIES INChistory →COM7.93%$3M37.0K
4INTCINTEL CORPhistory →COM3.34%$1M50.0K
5ROKUROKU INChistory →COM CL A2.07%$704,40010.0K

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 ↗.