TIMELO INVESTMENT MANAGEMENT INC.

PrivateCIK: 1851296
Location

AURORA, A6

51
Positions
$126.82M
Total AUM (reported)
5.11M
Total Shares

Allocation by class

TOTAL AUM$126.82M51 positions
TR UNIT$45.52M35.9%
COM$37.91M29.9%
COM NEW$9.38M7.4%
ISHARES$6.81M5.4%
CL A$4.04M3.2%
20 YR TR BD ETF$3.90M3.1%
CL A SUB VTG$3.14M2.5%

Portfolio Concentration

Top 347.0%4–1018.3%11–2523.5%Rest11.2%TOP 1065.3%0%100%
Top 3$59.56M47.0%
4–10$23.19M18.3%
11–25$29.82M23.5%
Rest$14.25M11.2%

Top 3 weight

47.0%

Top 10 weight

65.3%

Voting Authority Distribution

Total shares with voting rights: 5.11M

Sole

Full voting authority

5.11M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole51
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings51
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares70K
TypeSH
Market value$45.52M
35.90%
Sole
70K
Shared
0.00
None
0.00

PROFOUND MED CORP

SOLE
COM NEW
Shares1.11M
TypeSH
Market value$7.22M
5.70%
Sole
1.11M
Shared
0.00
None
0.00

ISHARES SILVER TR

SOLE
ISHARES
Shares100K
TypeSH
Market value$6.81M
5.37%
Sole
100K
Shared
0.00
None
0.00

ISHARES TR

SOLE
20 YR TR BD ETF
Shares45K
TypeSH
Market value$3.90M
3.08%
Sole
45K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares30K
TypeSH
Market value$3.73M
2.94%
Sole
30K
Shared
0.00
None
0.00

BROOKDALE SR LIVING INC

SOLE
COM
Shares257K
TypeSH
Market value$3.52M
2.77%
Sole
257K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares9K
TypeSH
Market value$3.33M
2.63%
Sole
9K
Shared
0.00
None
0.00

CGI INC

SOLE
CL A SUB VTG
Shares43K
TypeSH
Market value$3.14M
2.48%
Sole
43K
Shared
0.00
None
0.00

BROOKFIELD ASSET MANAGMT LTD

SOLE
CL A LMT VTG SHS
Shares65K
TypeSH
Market value$2.89M
2.28%
Sole
65K
Shared
0.00
None
0.00

ENERFLEX LTD

SOLE
COM
Shares128.20K
TypeSH
Market value$2.68M
2.11%
Sole
128.20K
Shared
0.00
None
0.00

BROOKFIELD INFRASTRUCTURE CO

SOLE
COM SUB VTG A
Shares65K
TypeSH
Market value$2.57M
2.03%
Sole
65K
Shared
0.00
None
0.00

TELUS CORPORATION

SOLE
COM
Shares195K
TypeSH
Market value$2.50M
1.97%
Sole
195K
Shared
0.00
None
0.00

DUTCH BROS INC

SOLE
CL A
Shares48K
TypeSH
Market value$2.43M
1.92%
Sole
48K
Shared
0.00
None
0.00

BRINKER INTL INC

SOLE
COM
Shares16K
TypeSH
Market value$2.28M
1.80%
Sole
16K
Shared
0.00
None
0.00

ISHARES TR

SOLE
1 3 YR TREAS BD
Shares27.10K
TypeSH
Market value$2.24M
1.76%
Sole
27.10K
Shared
0.00
None
0.00

GILDAN ACTIVEWEAR INC

SOLE
COM
Shares39K
TypeSH
Market value$2.17M
1.71%
Sole
39K
Shared
0.00
None
0.00

MOLINA HEALTHCARE INC

SOLE
COM
Shares16K
TypeSH
Market value$2.13M
1.68%
Sole
16K
Shared
0.00
None
0.00

ELEVANCE HEALTH INC FORMERLY

SOLE
COM
Shares7K
TypeSH
Market value$2.05M
1.62%
Sole
7K
Shared
0.00
None
0.00

ITURAN LOCATION AND CONTROL

SOLE
SHS
Shares39K
TypeSH
Market value$1.91M
1.51%
Sole
39K
Shared
0.00
None
0.00

BRITISH AMERN TOB PLC

SOLE
SPONSORED ADR
Shares30K
TypeSH
Market value$1.75M
1.38%
Sole
30K
Shared
0.00
None
0.00

CAL MAINE FOODS INC

SOLE
COM NEW
Shares21K
TypeSH
Market value$1.66M
1.31%
Sole
21K
Shared
0.00
None
0.00

BOYD GROUP SERVICES INC

SOLE
COM
Shares12.80K
TypeSH
Market value$1.64M
1.29%
Sole
12.80K
Shared
0.00
None
0.00

DRIVEN BRANDS HLDGS INC

SOLE
COM
Shares125K
TypeSH
Market value$1.58M
1.24%
Sole
125K
Shared
0.00
None
0.00

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares10K
TypeSH
Market value$1.46M
1.15%
Sole
10K
Shared
0.00
None
0.00

IREN LIMITED

SOLE
ORDINARY SHARES
Shares42K
TypeSH
Market value$1.44M
1.14%
Sole
42K
Shared
0.00
None
0.00
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