Delaney Capital Management Ltd.
CIK 0002140766 · TORONTO, null · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
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
Top Holdings
WPM
WHEATON PRECIOUS METALS CORP
10.8%
TD
TORONTO DOMINION BK ONT
10.2%
BMO
BANK MONTREAL MEDIUM
10.1%
JPM
JPMORGAN CHASE & CO
7.9%
GOOGL
ALPHABET INC
7.8%
CNQ
CANADIAN NAT RES LTD MED TER
7.2%
BNS
BANK NOVA SCOTIA B C
5.7%
RY
ROYAL BK CDA
5.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.