Delaney Capital Management Ltd.
Delaney Capital Management Ltd. reported 53 holdings worth US$632M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Delaney Capital Management Ltd. reported 53 holdings worth US$632M as of Jun 30, 2026. Largest: Wheaton Precious Metals Corp, Toronto-dominion Bank and Bank Of Montreal. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 53
- Value as reported
- US$632M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Wheaton Precious Metals Corp | 607K | US$68.1M | 10.8% |
| Toronto-dominion Bank | 529K | US$64.3M | 10.2% |
| Bank Of Montreal | 361K | US$63.6M | 10.1% |
| Jp Morgan Chase & Co. | 153K | US$50M | 7.9% |
| Alphabet Inc (google) Class C | 137K | US$49.1M | 7.8% |
| Canadian Natural Resources Limited | 1.15M | US$45.4M | 7.2% |
| Bank Of Nova Scotia | 415K | US$36M | 5.7% |
| Royal Bank Of Canada | 155K | US$32M | 5.1% |
| Canadian Pacific Kansas City Limited | 297K | US$25.7M | 4.1% |
| Cgi Inc. Class A | 304K | US$19.6M | 3.1% |
| Enbridge Inc. | 349K | US$18.9M | 3.0% |
| Fedex Corporation | 59,025 | US$18.5M | 2.9% |
| Manulife Financial Corporation | 455K | US$18.4M | 2.9% |
| Teck Resources Limited Class A | 281K | US$16.7M | 2.6% |
| Oracle Corporation | 105K | US$15.3M | 2.4% |
| Walt Disney Company (the) | 129K | US$12.4M | 2.0% |
| Johnson & Johnson | 42,477 | US$10.8M | 1.7% |
| T-mobile Us, Inc. | 63,719 | US$10.7M | 1.7% |
| Aecom | 142K | US$9.88M | 1.6% |
| Allied Gold Corporation | 271K | US$6.42M | 1.0% |
| Ats Corporation | 160K | US$4.61M | 0.73% |
| Triple Flag Precious Metals Corp. | 146K | US$4.36M | 0.69% |
| Gfl Environmental Inc | 76,976 | US$2.82M | 0.45% |
| Standardaero, Inc. | 78,920 | US$2.36M | 0.37% |
| Amazon.com, Inc. | 8,476 | US$2.02M | 0.32% |
| Canadian Imperial Bank Of Commerce | 16,346 | US$1.88M | 0.30% |
| General Motors Company | 21,350 | US$1.65M | 0.26% |
| Aramark | 23,159 | US$1.32M | 0.21% |
| Mckesson Corporation | 1,740 | US$1.31M | 0.21% |
| Hewlett Packard Enterprise Company | 27,810 | US$1.25M | 0.20% |
| Caesars Entertainment, Inc. | 39,012 | US$1.18M | 0.19% |
| International Business Machines Corporation | 3,804 | US$1.07M | 0.17% |
| Apple Inc | 3,535 | US$1.02M | 0.16% |
| Charles River Laboratories International, Inc. | 4,335 | US$983K | 0.16% |
| Gildan Activewear Inc. | 17,323 | US$891K | 0.14% |
| Dnow Inc. | 59,221 | US$768K | 0.12% |
| Eupraxia Pharmaceuticals, Inc. | 117K | US$768K | 0.12% |
| Salesforce, Inc. | 4,372 | US$685K | 0.11% |
| L3harris Technologies, Inc. | 2,255 | US$655K | 0.10% |
| Pembina Pipeline Corporation | 12,725 | US$588K | 0.09% |
| Crowdstrike Holdings, Inc. | 600 | US$458K | 0.07% |
| Solaris Resources Inc | 48,900 | US$411K | 0.06% |
| Microsoft Corp. | 1,084 | US$404K | 0.06% |
| Bce Inc. | 18,800 | US$404K | 0.06% |
| Brookfield Corporation | 8,012 | US$341K | 0.05% |
| Charles Schwab Corporation (the) | 3,495 | US$322K | 0.05% |
| Telus Corporation | 27,600 | US$291K | 0.05% |
| Mercadolibre, Inc. | 168 | US$285K | 0.05% |
| Mcdonald's Corporation | 850 | US$230K | 0.04% |
| Danaher Corporation | 1,160 | US$221K | 0.03% |
| Star Bulk Carriers Corp. | 8,800 | US$220K | 0.03% |
| Kinsale Capital Group, Inc. | 660 | US$218K | 0.03% |
Source
View original at SEC
Related