StockDriftsStockDriftsTop 48 Timelo Investment Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PROF | PROFOUND MED CORP | 9.89% | 1.11M | $7.2M | +13.78%(+135.00K) | $8.49(-19.80%) | 2026-03-31 | |
| TLT | ISHARES TR | 5.34% | 45.0K | $3.9M | +66.05%(+17.90K) | $92.53(-7.59%) | 2026-03-31 | |
| WMT | WALMART INC | 5.11% | 30.0K | $3.7M | new | $117.85(-5.10%) | 2026-03-31 | |
| BKD | BROOKDALE SR LIVING INC | 4.81% | 257.0K | $3.5M | new | $12.24(+29.71%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.56% | 9.0K | $3.3M | +80.00%(+4.00K) | $467.95(-16.55%) | 2026-03-31 | |
| GIB | CGI INC | 4.3% | 43.0K | $3.1M | +7.50%(+3.00K) | $92.34(-28.01%) | 2026-03-31 | |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 3.96% | 65.0K | $2.9M | new | $48.42(-5.27%) | 2026-03-31 | |
| EFXT | ENERFLEX LTD | 3.67% | 128.2K | $2.7M | -68.20%(-275.00K) | $9.62(+139.83%) | 2026-03-31 | |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | 3.52% | 65.0K | $2.6M | new | $42.46(-8.15%) | 2026-03-31 | |
| TU | TELUS CORPORATION | 3.43% | 195.0K | $2.5M | -73.10%(-530.00K) | $14.47(-29.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.27% | +6.95% |
| Top 20 Holdings Unweighted | +18.25% | +65.36% |
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