# Delaney Capital Management Ltd.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2140766. Source: https://holderbook.com/funds/2140766-delaney-capital-management-ltd/

- Reported value: $632.2M
- Positions: 53
- Weight of the ten largest: 71.8%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| WHEATON PRECIOUS METALS CORP | [WPM](https://holderbook.com/stocks/WPM/) | $68.1M | 606,752 | 10.8% | 3 |
| TORONTO DOMINION BK ONT | [TD](https://holderbook.com/stocks/TD/) | $64.3M | 529,495 | 10.2% | 3 |
| BANK MONTREAL MEDIUM | [BMO](https://holderbook.com/stocks/BMO/) | $63.6M | 360,775 | 10.1% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $50.0M | 152,800 | 7.9% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $49.1M | 137,459 | 7.8% | 3 |
| CANADIAN NAT RES LTD MED TER | [CNQ](https://holderbook.com/stocks/CNQ/) | $45.4M | 1,148,627 | 7.2% | 3 |
| BANK NOVA SCOTIA B C | [BNS](https://holderbook.com/stocks/BNS/) | $36.0M | 415,388 | 5.7% | 3 |
| ROYAL BK CDA | [RY](https://holderbook.com/stocks/RY/) | $32.0M | 154,799 | 5.1% | 3 |
| CANADIAN PACIFIC KANSAS CITY | [CP](https://holderbook.com/stocks/CP/) | $25.7M | 296,922 | 4.1% | 3 |
| CGI INC | [GIB](https://holderbook.com/stocks/GIB/) | $19.6M | 303,513 | 3.1% | 3 |
| ENBRIDGE INC | [ENB](https://holderbook.com/stocks/ENB/) | $18.9M | 349,039 | 3.0% | 3 |
| FEDEX CORP | [FDX](https://holderbook.com/stocks/FDX/) | $18.5M | 59,025 | 2.9% | 3 |
| MANULIFE FINL CORP | [MFC](https://holderbook.com/stocks/MFC/) | $18.4M | 454,736 | 2.9% | 3 |
| TECK RESOURCES LTD | [TECK](https://holderbook.com/stocks/TECK/) | $16.7M | 281,119 | 2.6% | 3 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $15.3M | 104,627 | 2.4% | 3 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $12.4M | 128,813 | 2.0% | 2 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $10.8M | 42,477 | 1.7% | 3 |
| T-MOBILE US INC | [TMUS](https://holderbook.com/stocks/TMUS/) | $10.7M | 63,719 | 1.7% | 3 |
| AECOM | [ACM](https://holderbook.com/stocks/ACM/) | $9.9M | 141,526 | 1.6% | 3 |
| ALLIED GOLD CORP | [AAUC](https://holderbook.com/stocks/AAUC/) | $6.4M | 270,830 | 1.0% | 3 |
| ATS CORPORATION | [ATS](https://holderbook.com/stocks/ATS/) | $4.6M | 160,392 | 0.7% | 3 |
| FEDEX FGHT HLDG CO INC | - | $4.4M | 28,993 | 0.7% | 1 |
| TRIPLE FLAG PRECIOUS METAL | [TFPM](https://holderbook.com/stocks/TFPM/) | $4.4M | 145,699 | 0.7% | 3 |
| GFL ENVIRONMENTAL INC | [GFL](https://holderbook.com/stocks/GFL/) | $2.8M | 76,976 | 0.4% | 3 |
| STANDARDAERO INC | [SARO](https://holderbook.com/stocks/SARO/) | $2.4M | 78,920 | 0.4% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.0M | 8,476 | 0.3% | 3 |
| CANADIAN IMPERIAL BANK OF CO | [CM](https://holderbook.com/stocks/CM/) | $1.9M | 16,346 | 0.3% | 3 |
| GENERAL MTRS CO | [GM](https://holderbook.com/stocks/GM/) | $1.6M | 21,350 | 0.3% | 3 |
| ARAMARK | [ARMK](https://holderbook.com/stocks/ARMK/) | $1.3M | 23,159 | 0.2% | 3 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $1.3M | 1,740 | 0.2% | 3 |
| HEWLETT PACKARD ENTERPRISE C | [HPE](https://holderbook.com/stocks/HPE/) | $1.3M | 27,810 | 0.2% | 3 |
| CAESARS ENTERTAINMENT INC NE | [CZR](https://holderbook.com/stocks/CZR/) | $1.2M | 39,012 | 0.2% | 3 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.1M | 3,804 | 0.2% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.0M | 3,535 | 0.2% | 3 |
| CHARLES RIV LABS INTL INC | [CRL](https://holderbook.com/stocks/CRL/) | $983.1K | 4,335 | 0.2% | 3 |
| GILDAN ACTIVEWEAR INC | [GIL](https://holderbook.com/stocks/GIL/) | $891.4K | 17,323 | 0.1% | 3 |
| DNOW INC | [DNOW](https://holderbook.com/stocks/DNOW/) | $768.1K | 59,221 | 0.1% | 3 |
| EUPRAXIA PHARMACEUTICALS INC | [EPRX](https://holderbook.com/stocks/EPRX/) | $767.9K | 117,200 | 0.1% | 3 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $684.9K | 4,372 | 0.1% | 1 |
| L3HARRIS TECHNOLOGIES INC | [LHX](https://holderbook.com/stocks/LHX/) | $655.3K | 2,255 | 0.1% | 3 |
| PEMBINA PIPELINE CORP | [PBA](https://holderbook.com/stocks/PBA/) | $587.6K | 12,725 | 0.1% | 3 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $457.9K | 600 | 0.1% | 3 |
| SOLARIS RES INC | [SLSR](https://holderbook.com/stocks/SLSR/) | $410.5K | 48,900 | 0.1% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $404.4K | 1,084 | 0.1% | 3 |
| BCE INC | [BCE](https://holderbook.com/stocks/BCE/) | $404.2K | 18,800 | 0.1% | 3 |
| BROOKFIELD CORP | [BN](https://holderbook.com/stocks/BN/) | $341.2K | 8,012 | 0.1% | 3 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $322.5K | 3,495 | 0.1% | 3 |
| TELUS CORPORATION | [TU](https://holderbook.com/stocks/TU/) | $291.3K | 27,600 | 0.0% | 3 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $285.2K | 168 | 0.0% | 3 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $229.8K | 850 | 0.0% | 3 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $221.0K | 1,160 | 0.0% | 3 |
| STAR BULK CARRIERS CORP. | [SBLK](https://holderbook.com/stocks/SBLK/) | $219.7K | 8,800 | 0.0% | 2 |
| KINSALE CAP GROUP INC | [KNSL](https://holderbook.com/stocks/KNSL/) | $217.7K | 660 | 0.0% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +5.6% | +14.8% | -9.2% | 100% |
| Q1 2026 | +2.7% | -4.6% | +7.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $632.2M | 53 |
| Q1 2026 | $622.4M | 53 |
| Q4 2025 | $603.3M | 54 |