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Timelo Investment Management Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Timelo Investment Management Inc.
报告期 2026-03-31 · CIK 0001851296
持仓数
51
前50大市值合计
$126.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 68 项
建仓 27
增持 5
减持 14
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$138.6M
70,000
-74%
减持
TU
TELUS CORPORATION
-$7.0M
195,000
-73%
建仓
SLV
ISHARES SILVER TR
+$6.8M
100,000
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
TLT
ISHARES TR
+$3.9M
45,000
建仓
WMT
WALMART INC
+$3.7M
30,000
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$3.6M
7,000
-56%
减持
EFXT
ENERFLEX LTD
-$3.5M
128,200
-68%
建仓
BKD
BROOKDALE SR LIVING INC
+$3.5M
257,000
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$3.4M
0
-100%
减持
—
ITURAN LOCATION AND CONTROL
-$3.4M
39,000
-68%
清仓
FSV
FIRSTSERVICE CORP NEW
-$3.1M
0
-100%
减持
WFG
WEST FRASER TIMBER LTD
-$3.0M
6,200
-89%
建仓
BAM
BROOKFIELD ASSET MANAGMT LTD
+$2.9M
65,000
建仓
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$2.6M
65,000
清仓
DECK
DECKERS OUTDOOR CORP
-$2.5M
0
-100%
清仓
CNQ
CANADIAN NAT RES LTD
-$2.2M
0
-100%
建仓
GIL
GILDAN ACTIVEWEAR INC
+$2.2M
39,000
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$2.1M
10,000
-50%
减持
BAX
BAXTER INTL INC
-$2.1M
37,000
-74%
清仓
QSR
RESTAURANT BRANDS INTL INC
-$2.0M
0
-100%
清仓
NOA
NORTH AMERN CONSTR GROUP LTD
-$2.0M
0
-100%
减持
BTI
BRITISH AMERN TOB PLC
-$1.9M
30,000
-54%
清仓
BCE
BCE INC
-$1.9M
0
-100%
减持
MOH
MOLINA HEALTHCARE INC
-$1.7M
16,000
-27%
清仓
—
THOMSON REUTERS CORP
-$1.6M
0
-100%
建仓
DRVN
DRIVEN BRANDS HLDGS INC
+$1.6M
125,000
清仓
CNI
CANADIAN NATL RY CO
-$1.5M
0
-100%
建仓
POOL
POOL CORP
+$1.4M
7,000
建仓
CAE
CAE INC
+$1.4M
54,100
建仓
TAC
TRANSALTA CORP
+$1.4M
105,000
增持
BGSI
BOYD GROUP SERVICES INC
+$1.3M
12,800
+611%
建仓
CVE
CENOVUS ENERGY INC
+$1.3M
50,000
清仓
MOS
MOSAIC CO NEW
-$1.3M
0
-100%
清仓
AMZN
AMAZON COM INC
-$1.2M
0
-100%
增持
MSFT
MICROSOFT CORP
+$913.4K
9,000
+80%
建仓
OVV
OVINTIV INC
+$890.4K
15,000
建仓
GRAL
GRAIL INC
+$775.2K
15,000
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$736.3K
0
-100%
建仓
—
WIX COM LTD
+$720.6K
8,000
建仓
SOBO
SOUTH BOW CORP
+$666.4K
20,000
清仓
—
PIONEER ACQUISITION I CORP
-$613.2K
0
-100%
建仓
—
PIONEER ACQUISITION I CORP
+$607.8K
60,000
减持
EAT
BRINKER INTL INC
-$586.1K
16,000
-20%
清仓
CRCL
CIRCLE INTERNET GROUP INC
-$555.1K
0
-100%
增持
GIB
CGI INC
-$548.7K
43,000
+8%
建仓
CIGI
COLLIERS INTL GROUP INC
+$534.5K
5,000
清仓
—
OXLEY BRIDGE ACQ LTD
-$510.8K
0
-100%
建仓
—
OXLEY BRIDGE ACQ LTD
+$506.5K
50,000
建仓
MINE
MAYFAIR GOLD CORP
+$491.3K
158,750
增持
PROF
PROFOUND MED CORP
-$487.4K
1,114,967
+14%
减持
CALM
CAL MAINE FOODS INC
-$327.1K
21,000
-16%
增持
BROS
DUTCH BROS INC
-$323.2K
48,000
+7%
清仓
TFII
TFI INTL INC
-$289.4K
0
-100%
清仓
—
FIGX CAP ACQUISITION CORP.
-$254.5K
0
-100%
建仓
—
FIGX CAP ACQUISITION CORP.
+$252.5K
25,000
减持
—
IREN LIMITED
-$222.1K
42,000
-5%
清仓
NFGC
NEW FOUND GOLD CORP
-$207.9K
0
-100%
清仓
FIGR
FIGURE TECHNOLOGY SOLUTIO
-$204.2K
0
-100%
减持
FURY
FURY GOLD MINES LIMITED
-$149.4K
1,756,500
-15%
建仓
GDYN
GRID DYNAMICS HLDGS INC
+$142.5K
25,000
清仓
—
CANTOR EQUITY PARTNERS V INC
-$102.5K
0
-100%
清仓
—
FUTURECREST ACQUISITION CORP
-$102.4K
0
-100%
清仓
—
M3-BRIGADE ACQUISITION VI CO
-$101.3K
0
-100%
建仓
—
FUTURECREST ACQUISITION CORP
+$100.6K
10,000
建仓
—
M3-BRIGADE ACQUISITION VI CO
+$100.5K
10,000
建仓
—
PIONEER ACQUISITION I CORP
+$5.4K
30,000
建仓
—
OXLEY BRIDGE ACQ LTD
+$5.0K
25,000
建仓
—
FIGX CAP ACQUISITION CORP.
+$3.4K
12,500
