SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Timelo Investment Management Inc.

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

Reported Value
$74M
Q2 2025
Positions
22
Filings on Record
18
2019–present window
Filed
Aug 6, 2025
original filing

Summary

Timelo Investment Management Inc. reported $74M in U.S.-listed holdings across 22 positions for Q2 2025.

Its largest position, Ishares Tr, represents 11.3% of the portfolio.

Compared with Q1 2025, the fund opened 18 new positions and exited 3.

Portfolio Metrics

Turnover
+9.9%
vs prior filed quarter
Top-10 Concentration
+34.2%
share of reported value
Largest Position
+11.3%
Ishares Tr
New / Exited
18 / 3
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: 75.4%Common Stock: 22.0%Other: 2.6%Equity WRT: 0.0%
  • ETP · 75.4% · $56M
  • Common Stock · 22.0% · $16M
  • Other · 2.6% · $2M
  • Equity WRT · 0.0% · $0

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AAPLAPPLE INCNEW+10.0K10.0K+$2M$2M
EFXENERFLEX LTDNEW+258.7K258.7K+$2M$2M
BCEBCE INCNEW+50.0K50.0K+$1M$1M
RCI/BROGERS COMMUNICATIONS INCNEW+37.0K37.0K+$1M$1M
ANFABERCOMBIE & FITCH CONEW+13.0K13.0K+$1M$1M
UNHUNITEDHEALTH GROUP INCNEW+3.0K3.0K+$935,910$935,910
DECKDECKERS OUTDOOR CORPNEW+8.0K8.0K+$824,560$824,560
TACTRANSALTA CORPNEW+60.0K60.0K+$647,400$647,400

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

Holdings — Q2 2025

18 positions
#IssuerClass% PortfolioValueShares
1ISHARES TR20 YR TR BD ETF · 1 3 YR TREAS BD17.11%$13M147.1K
2PRNPROFOUND MED CORPhistory →COM NEW6.68%$5M840.7K
3EFXENERFLEX LTDhistory →COM2.75%$2M258.7K
4BCEBCE INChistory →COM NEW1.49%$1M50.0K
5RCI/BROGERS COMMUNICATIONS INChistory →CL B1.48%$1M37.0K
6ANFABERCOMBIE & FITCH COhistory →CL A1.45%$1M13.0K
7UNHUNITEDHEALTH GROUP INChistory →COM1.26%$935,9103.0K
8DECKDECKERS OUTDOOR CORPhistory →COM1.11%$824,5608.0K
9TACTRANSALTA CORPCOM0.87%$647,40060.0K
10GAPGAP INCCOM0.85%$632,49029.0K
11PIONEER ACQUISITION I CORPUNIT 06/16/20300.81%$600,30060.0K
12OXLEY BRIDGE ACQ LTDUNIT 06/17/20300.67%$500,50050.0K
13PENGUIN SOLUTIONS INCSHS0.67%$495,25025.0K
14HYMCUSDHYCROFT MINING HOLDING CORPCL A NEW · *W EXP 10/06/2020.63%$470,308300.3K
15NFGNEW FOUND GOLD CORPCOM0.34%$254,180179.0K
16FIGX CAP ACQUISITION CORP.UNIT 06/17/20300.34%$250,37525.0K
17NOANORTH AMERN CONSTR GROUP LTDCOM0.33%$246,98715.5K
18CANTOR EQUITY PARTNERS III ISHS CL A0.14%$105,50010.0K

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 ↗.