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Delaney Capital Management Ltd.
hedge fundUpdated 27 days agoManaged by Delaney Capital Management Ltd. • Latest filing Q2 2026
Portfolio value
$632.2M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $603.3M |
| Q1 2026 | $622.4M |
| Q2 2026 | $632.2M |
Top holdings
53 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | W WPM WHEATON PRECIOUS METALS CORP | $79.2M | 672.8K | 13.13% | — |
| 2 | T TDBCP TORONTO DOMINION BK ONT | $53.8M | 569.5K | 8.91% | — |
| 3 | G GOOGN ALPHABET INC | $53.3M | 170.1K | 8.83% | — |
| 4 | O OILD BANK MONTREAL MEDIUM | $50.1M | 385.0K | 8.30% | — |
| 5 | J JPM-PM JPMORGAN CHASE & CO | $48M | 149.0K | 7.96% | — |
| 6 | C CNQ CANADIAN NAT RES LTD MED TER | $38.4M | 1.13M | 6.37% | — |
| 7 | B BNS BANK NOVA SCOTIA B C | $31.1M | 421.2K | 5.16% | — |
| 8 | G GIB CGI INC | $27.1M | 292.5K | 4.48% | — |
| 9 | R RYLBF ROYAL BK CDA | $27M | 158.2K | 4.48% | — |
| 10 | C CP CANADIAN PACIFIC KANSAS CITY | $21.2M | 288.0K | 3.52% | — |
| 11 | O ORCL-PD ORACLE CORP | $20.8M | 106.6K | 3.44% | — |
| 12 | F FDX FEDEX CORP | $17.8M | 61.7K | 2.95% | — |
| 13 | M MNUFF MANULIFE FINL CORP | $16.8M | 460.7K | 2.78% | — |
| 14 | E EBBGF ENBRIDGE INC | $16.2M | 337.7K | 2.68% | — |
| 15 | T TCKRF TECK RESOURCES LTD | $14.1M | 293.7K | 2.33% | — |
| 16 | B BCPPF BCE INC | $13.9M | 580.1K | 2.30% | — |
| 17 | T TMUSL T-MOBILE US INC | $13.3M | 65.6K | 2.21% | — |
| 18 | A ACM AECOM | $9.7M | 102.1K | 1.61% | — |
| 19 | J JNJ JOHNSON & JOHNSON | $8M | 38.7K | 1.33% | — |
| 20 | A AAUC ALLIED GOLD CORP | $6.7M | 291.2K | 1.11% | — |