Delaney Capital Management Ltd.
CIK 2140766
13F filing for Q2 2026・No. 3,391
- Holdings
- US$632.2M
- Quarter change
- +US$9.77M
- Entries
- 53
- Net bought (estimate)
- −US$25.53M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 2
- Cut 27
- Added 16
- Corporate actions 0
- Unchanged 8
Largest holdings
53 stocks worth US$632.2M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| WPMWHEATON PRECIOUS METALS CORPCOM | Cut | 606,752 | US$68.12M | 10.78% |
| TDTORONTO DOMINION BK ONTCOM NEW | Cut | 529,495 | US$64.25M | 10.16% |
| BMOBANK MONTREAL MEDIUMCOM | Cut | 360,775 | US$63.64M | 10.07% |
| JPMJPMORGAN CHASE & COCOM | Added | 152,800 | US$50.02M | 7.91% |
| GOOGLAlphabetCAP STK CL A | Cut | 137,459 | US$49.12M | 7.77% |
| CNQCANADIAN NAT RES LTD MED TERCOM | Cut | 1,148,627 | US$45.36M | 7.18% |
| BNSBANK NOVA SCOTIA B CCOM | Cut | 415,388 | US$36.03M | 5.70% |
| RYROYAL BK CDACOM | Cut | 154,799 | US$31.99M | 5.06% |
| CPCANADIAN PACIFIC KANSAS CITYCOM | Added | 296,922 | US$25.69M | 4.06% |
| GIBCGI INCCL A SUB VTG | Added | 303,513 | US$19.58M | 3.10% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.