Delaney Capital Management Ltd.
Q2 2026 13F filing
Updated 27 days ago53 disclosed positions worth $632.2M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | W WPM WHEATON PRECIOUS METALS CORP | $68.1M | 606.8K | 10.78% | — |
| 2 | T TDBCP TORONTO DOMINION BK ONT | $64.3M | 529.5K | 10.16% | — |
| 3 | O OILD BANK MONTREAL MEDIUM | $63.6M | 360.8K | 10.07% | — |
| 4 | J JPM-PM JPMORGAN CHASE & CO | $50M | 152.8K | 7.91% | — |
| 5 | G GOOGN ALPHABET INC | $49.1M | 137.5K | 7.77% | — |
| 6 | C CNQ CANADIAN NAT RES LTD MED TER | $45.4M | 1.15M | 7.18% | — |
| 7 | B BNS BANK NOVA SCOTIA B C | $36M | 415.4K | 5.70% | — |
| 8 | R RYLBF ROYAL BK CDA | $32M | 154.8K | 5.06% | — |
| 9 | C CP CANADIAN PACIFIC KANSAS CITY | $25.7M | 296.9K | 4.06% | — |
| 10 | G GIB CGI INC | $19.6M | 303.5K | 3.10% | — |
| 11 | E EBBGF ENBRIDGE INC | $18.9M | 349.0K | 2.99% | — |
| 12 | F FDX FEDEX CORP | $18.5M | 59.0K | 2.92% | — |
| 13 | M MNUFF MANULIFE FINL CORP | $18.4M | 454.7K | 2.91% | — |
| 14 | T TCKRF TECK RESOURCES LTD | $16.7M | 281.1K | 2.64% | — |
| 15 | O ORCL-PD ORACLE CORP | $15.3M | 104.6K | 2.43% | — |
| 16 | D DIS DISNEY WALT CO | $12.4M | 128.8K | 1.96% | — |
| 17 | J JNJ JOHNSON & JOHNSON | $10.8M | 42.5K | 1.71% | — |
| 18 | T TMUSL T-MOBILE US INC | $10.7M | 63.7K | 1.69% | — |
| 19 | A ACM AECOM | $9.9M | 141.5K | 1.56% | — |
| 20 | A AAUC ALLIED GOLD CORP | $6.4M | 270.8K | 1.02% | — |
| 21 | A AZZ ATS CORPORATION | $4.6M | 160.4K | 0.73% | — |
| 22 | F FDXF FEDEX FGHT HLDG CO INC | $4.4M | 29.0K | 0.69% | — |
| 23 | T TFPM TRIPLE FLAG PRECIOUS METAL | $4.4M | 145.7K | 0.69% | — |
| 24 | G GFL GFL ENVIRONMENTAL INC | $2.8M | 77.0K | 0.45% | — |
| 25 | S SARO STANDARDAERO INC | $2.4M | 78.9K | 0.37% | — |
| 26 | A AMZN AMAZON COM INC | $2M | 8.5K | 0.32% | — |
| 27 | C CNDIF CANADIAN IMPERIAL BANK OF CO | $1.9M | 16.3K | 0.30% | — |
| 28 | G GM GENERAL MTRS CO | $1.6M | 21.4K | 0.26% | — |
| 29 | A ARMK ARAMARK | $1.3M | 23.2K | 0.21% | — |
| 30 | M MCK MCKESSON CORP | $1.3M | 1.7K | 0.21% | — |
| 31 | H HPE-PC HEWLETT PACKARD ENTERPRISE C | $1.3M | 27.8K | 0.20% | — |
| 32 | C CZR CAESARS ENTERTAINMENT INC NE | $1.2M | 39.0K | 0.19% | — |
| 33 | I IBM INTERNATIONAL BUSINESS MACHS | $1.1M | 3.8K | 0.17% | — |
| 34 | A AAPL APPLE INC | $1M | 3.5K | 0.16% | — |
| 35 | C CRL CHARLES RIV LABS INTL INC | $983K | 4.3K | 0.16% | — |
| 36 | G GIL GILDAN ACTIVEWEAR INC | $891K | 17.3K | 0.14% | — |
| 37 | ? N/A DNOW INC | $768K | 59.2K | 0.12% | — |
| 38 | E EPRX EUPRAXIA PHARMACEUTICALS INC | $768K | 117.2K | 0.12% | — |
| 39 | C CRM SALESFORCE INC | $685K | 4.4K | 0.11% | — |
| 40 | L LHX L3HARRIS TECHNOLOGIES INC | $655K | 2.3K | 0.10% | — |
| 41 | P PPLAF PEMBINA PIPELINE CORP | $588K | 12.7K | 0.09% | — |
| 42 | C CRWD CROWDSTRIKE HLDGS INC | $458K | 600 | 0.07% | — |
| 43 | S SLSR SOLARIS RES INC | $411K | 48.9K | 0.06% | — |
| 44 | M MSFT MICROSOFT CORP | $404K | 1.1K | 0.06% | — |
| 45 | B BCPPF BCE INC | $404K | 18.8K | 0.06% | — |
| 46 | B BXDIF BROOKFIELD CORP | $341K | 8.0K | 0.05% | — |
| 47 | S SCHW-PJ SCHWAB CHARLES CORP | $322K | 3.5K | 0.05% | — |
| 48 | T TU TELUS CORPORATION | $291K | 27.6K | 0.05% | — |
| 49 | M MELI MERCADOLIBRE INC | $285K | 168 | 0.05% | — |
| 50 | M MCD MCDONALDS CORP | $230K | 850 | 0.04% | — |