Delaney Capital Management Ltd.

CIK 0002140766 · TORONTO, null · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Delaney Capital Management Ltd. reported 53 positions worth $632.2M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: WPM (10.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$632.2M
2026 Q2
Positions
53
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
71.8%
Est. Net Flow (Q)
2026 Q2
10 / 53 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1WPMWHEATON PRECIOUS METALS CORPSH$68.1M10.78%606,752
2TDTORONTO DOMINION BK ONTSH$64.3M10.16%529,495
3BMOBANK MONTREAL MEDIUMSH$63.6M10.07%360,775
4JPMJPMORGAN CHASE & COSH$50.0M7.91%152,800
5GOOGLALPHABET INCSH$49.1M7.77%137,459
6CNQCANADIAN NAT RES LTD MED TERSH$45.4M7.18%1,148,627
7BNSBANK NOVA SCOTIA B CSH$36.0M5.70%415,388
8RYROYAL BK CDASH$32.0M5.06%154,799
9CPCANADIAN PACIFIC KANSAS CITYSH$25.7M4.06%296,922
10GIBCGI INCSH$19.6M3.10%303,513

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Delaney Capital Management Ltd. hold as of Q2 2026?

Delaney Capital Management Ltd. reported 53 positions worth $632.2M in its Q2 2026 13F filing. Largest positions: WPM (10.8%), TD (10.2%), BMO (10.1%), JPM (7.9%) and GOOGL (7.8%).

What did Delaney Capital Management Ltd. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Delaney Capital Management Ltd. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.