Delaney Capital Management Ltd.

TORONTO, A6 · CIK 2140766 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityDELANEY CAPITAL MANAGEMENT LTD. (CA)

Others nearbyToronto

$632.2m reported value +1.6% vs Q1 2026

53positions

71.8%in top 10

2 new 16 added 27 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	WHEATON PRECIOUS METALS CORP COM WPM	WPM	606,752	$68.1m10.78%	10.78%	Reduced -2.3k	-2,343 -0.4%
2	TORONTO DOMINION BK ONT COM NEW TD	TD	529,495	$64.3m10.16%	10.16%	Reduced -41.5k	-41,454 -7.3%
3	BANK MONTREAL QUE COM BMO	BMO	360,775	$63.6m10.07%	10.07%	Reduced -25.3k	-25,334 -6.6%
4	JPMORGAN CHASE & CO COM JPM	JPM	152,800	$50.0m7.91%	7.91%	Added +3.7k	+3,733 2.5%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	137,459	$49.1m7.77%	7.77%	Reduced -9.6k	-9,558 -6.5%
6	CANADIAN NAT RES LTD COM CNQ	CNQ	1,148,627	$45.4m7.18%	7.18%	Reduced -2.6k	-2,629 -0.2%
7	BANK NOVA SCOTIA HALIFAX COM BNS	BNS	415,388	$36.0m5.70%	5.70%	Reduced -12.2k	-12,221 -2.9%
8	ROYAL BK CDA COM RY	RY	154,799	$32.0m5.06%	5.06%	Reduced -2.9k	-2,923 -1.9%
9	CANADIAN PACIFIC KANSAS CITY COM CP	CP	296,922	$25.7m4.06%	4.06%	Added +2.1k	+2,065 0.7%
10	CGI INC CL A SUB VTG GIB	GIB	303,513	$19.6m3.10%	3.10%	Added +3.3k	+3,341 1.1%
11	ENBRIDGE INC COM ENB	ENB	349,039	$18.9m2.99%	2.99%	Reduced -2.3k	-2,324 -0.7%
12	FEDEX CORP COM FDX	FDX	59,025	$18.5m2.92%	2.92%	Reduced -1.9k	-1,928 -3.2%
13	MANULIFE FINL CORP COM MFC	MFC	454,736	$18.4m2.91%	2.91%	Reduced -11.2k	-11,212 -2.4%
14	TECK RESOURCES LTD CL B TECK	TECK	281,119	$16.7m2.64%	2.64%	Reduced -10.7k	-10,722 -3.7%
15	ORACLE CORP COM ORCL	ORCL	104,627	$15.3m2.43%	2.43%	Reduced -877	-877 -0.8%
16	DISNEY WALT CO COM DIS	DIS	128,813	$12.4m1.96%	1.96%	Added +2.8k	+2,801 2.2%
17	JOHNSON & JOHNSON COM JNJ	JNJ	42,477	$10.8m1.71%	1.71%	Added +220	+220 0.5%
18	T-MOBILE US INC COM TMUS	TMUS	63,719	$10.7m1.69%	1.69%	Reduced -1.8k	-1,775 -2.7%
19	AECOM COM ACM	ACM	141,526	$9.9m1.56%	1.56%	Added +2.5k	+2,460 1.8%
20	ALLIED GOLD CORP COM NEW AAUC	AAUC	270,830	$6.4m1.02%	1.02%	Reduced -4.0k	-4,010 -1.5%
21	ATS CORPORATION COM ATS	ATS	160,392	$4.6m0.73%	0.73%	Added +6.3k	+6,315 4.1%
22	FEDEX FGHT HLDG CO INC COMMON STOCK FDXF	FDXF	28,993	$4.4m0.69%	0.69%	New
23	TRIPLE FLAG PRECIOUS METAL COM TFPM	TFPM	145,699	$4.4m0.69%	0.69%	Reduced -1.0k	-1,040 -0.7%
24	GFL ENVIRONMENTAL INC SUB VTG SHS GFL	GFL	76,976	$2.8m0.45%	0.45%	Reduced -670	-670 -0.9%
25	STANDARDAERO INC COM SARO	SARO	78,920	$2.4m0.37%	0.37%	Added +6.0k	+6,010 8.2%
26	AMAZON COM INC COM AMZN	AMZN	8,476	$2.0m0.32%	0.32%	Added +72	+72 0.9%
27	CANADIAN IMPERIAL BANK OF CO COM CM	CM	16,346	$1.9m0.30%	0.30%	Reduced -200	-200 -1.2%
28	GENERAL MTRS CO COM GM	GM	21,350	$1.6m0.26%	0.26%	Added +2.0k	+1,984 10.2%
29	ARAMARK COM ARMK	ARMK	23,159	$1.3m0.21%	0.21%	Reduced -16	-16 -0.1%
30	MCKESSON CORP COM MCK	MCK	1,740	$1.3m0.21%	0.21%	Added +181	+181 11.6%
31	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	27,810	$1.3m0.20%	0.20%	Reduced -11.0k	-10,983 -28.3%
32	CAESARS ENTERTAINMENT INC NE COM CZR	CZR	39,012	$1.2m0.19%	0.19%	Added +42	+42 0.1%
33	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	3,804	$1.1m0.17%	0.17%	Added +81	+81 2.2%
34	APPLE INC COM AAPL	AAPL	3,535	$1.0m0.16%	0.16%	Reduced -100	-100 -2.8%
35	CHARLES RIV LABS INTL INC COM CRL	CRL	4,335	$983.1k0.16%	0.16%	Reduced -7.7k	-7,678 -63.9%
36	GILDAN ACTIVEWEAR INC COM GIL	GIL	17,323	$891.4k0.14%	0.14%	Added +2.1k	+2,139 14.1%
37	DNOW INC COM DNOW	DNOW	59,221	$768.1k0.12%	0.12%	Added +4.6k	+4,606 8.4%
38	EUPRAXIA PHARMACEUTICALS INC COM EPRX	EPRX	117,200	$767.9k0.12%	0.12%	Reduced -2.2k	-2,200 -1.8%
39	SALESFORCE INC COM CRM	CRM	4,372	$684.9k0.11%	0.11%	New
40	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	2,255	$655.3k0.10%	0.10%	Added +200	+200 9.7%
41	PEMBINA PIPELINE CORP COM PBA	PBA	12,725	$587.6k0.09%	0.09%	Unchanged
42	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	600	$457.9k0.07%	0.07%	Unchanged
43	SOLARIS RES INC COM NEW SLSR	SLSR	48,900	$410.5k0.06%	0.06%	Reduced -5.1k	-5,100 -9.4%
44	MICROSOFT CORP COM MSFT	MSFT	1,084	$404.4k0.06%	0.06%	Reduced -21	-21 -1.9%
45	BCE INC COM NEW BCE	BCE	18,800	$404.2k0.06%	0.06%	Reduced -624.0k	-624,010 -97.1%
46	BROOKFIELD CORP CL A LTD VT SH BN	BN	8,012	$341.2k0.05%	0.05%	Reduced -1.4k	-1,355 -14.5%
47	SCHWAB CHARLES CORP COM SCHW	SCHW	3,495	$322.5k0.05%	0.05%	Unchanged
48	TELUS CORPORATION COM TU	TU	27,600	$291.3k0.05%	0.05%	Reduced -1.1k	-1,130 -3.9%
49	MERCADOLIBRE INC COM MELI	MELI	168	$285.2k0.05%	0.05%	Unchanged
50	MCDONALDS CORP COM MCD	MCD	850	$229.8k0.04%	0.04%	Unchanged
51	DANAHER CORPORATION COM DHR	DHR	1,160	$221.0k0.03%	0.03%	Unchanged
52	STAR BULK CARRIERS CORP. SHS PAR SBLK	SBLK	8,800	$219.7k0.03%	0.03%	Unchanged
53	KINSALE CAP GROUP INC COM KNSL	KNSL	660	$217.7k0.03%	0.03%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
THOMSON REUTERS CORP TRI	TRI	2,450	$220.7k2.5k shares
NEXGEN ENERGY LTD NXE	NXE	19,000	$220.0k19.0k shares