Q2 2026 13F · SEC CIK 2140766

Delaney Capital Management Ltd.

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $632.2M
Reported positions: 53
Holdings vs S&P 500, 3 yrs: —
Average holding period: 2 qtrs

Delaney Capital Management Ltd. is a hedge fund that reported 53 positions worth $632.2M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Wheaton Precious Metals Corp (WPM, 10.8%), Toronto Dominion Bk Ont (TD, 10.2%), Bank of Montreal (BMO, 10.1%).

Delaney Capital Management Ltd. holdings largest 50 of 53 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Delaney Capital Management Ltd. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
WPMWheaton Precious Metals Corp	10.8%	12.8%	606,752	-0.4%	$68.1M
TDToronto Dominion Bk Ont	10.2%	8.6%	529,495	-7.3%	$64.3M
BMOBank of Montreal	10.1%	8.4%	360,775	-6.6%	$63.6M
JPMJpmorgan Chase & Co	7.9%	7.0%	152,800	+2.5%	$50.0M
GOOGLAlphabet Inc	7.8%	6.8%	137,459	-6.5%	$49.1M
CNQCanadian Nat Res Ltd Med Ter	7.2%	9.0%	1,148,627	-0.2%	$45.4M
BNSBank Nova Scotia B C	5.7%	4.8%	415,388	-2.9%	$36.0M
RYRoyal Bk Cda	5.1%	4.1%	154,799	-1.9%	$32.0M
CPCanadian Pacific Kansas City	4.1%	3.7%	296,922	+0.7%	$25.7M
GIBCgi Inc	3.1%	3.5%	303,513	+1.1%	$19.6M
ENBEnbridge Inc	3.0%	3.1%	349,039	-0.7%	$18.9M
FDXFedex Corp	2.9%	3.5%	59,025	-3.2%	$18.5M
MFCManulife Finl Corp	2.9%	2.6%	454,736	-2.4%	$18.4M
TECKTeck Resources Ltd	2.6%	2.4%	281,119	-3.7%	$16.7M
ORCLOracle Corp	2.4%	2.5%	104,627	-0.8%	$15.3M
DISDisney Walt Co	2.0%	2.0%	128,813	+2.2%	$12.4M
JNJJohnson & Johnson	1.7%	1.7%	42,477	+0.5%	$10.8M
TMUST-Mobile US Inc	1.7%	2.2%	63,719	-2.7%	$10.7M
ACMAecom Com	1.6%	1.9%	141,526	+1.8%	$9.9M
AAUCAllied Gold Corp	1.0%	1.4%	270,830	-1.5%	$6.4M
ATSAts Corporation	0.7%	0.7%	160,392	+4.1%	$4.6M
FDXFFedex Fght Hldg Co Inc	0.7%	—	28,993	—	$4.4M
TFPMTriple Flag Precious Metal	0.7%	0.8%	145,699	-0.7%	$4.4M
GFLGfl Environmental Inc	0.4%	0.5%	76,976	-0.9%	$2.8M
SAROStandardaero Inc	0.4%	0.3%	78,920	+8.2%	$2.4M
AMZNAmazon Com Inc	0.3%	0.3%	8,476	+0.9%	$2.0M
CMCanadian Imperial Bank of Co	0.3%	0.3%	16,346	-1.2%	$1.9M
GMGeneral Mtrs Co	0.3%	0.2%	21,350	+10.2%	$1.6M
ARMKAramark	0.2%	0.2%	23,159	-0.1%	$1.3M
MCKMckesson Corp	0.2%	0.2%	1,740	+11.6%	$1.3M
HPEHewlett Packard Enterprise C	0.2%	0.1%	27,810	-28.3%	$1.3M
12769G100Caesars Entertainment Inc Ne	0.2%	0.2%	39,012	+0.1%	$1.2M
IBMInternational Business Machs	0.2%	0.1%	3,804	+2.2%	$1.1M
AAPLApple Inc	0.2%	0.1%	3,535	-2.8%	$1.0M
CRLCharles Riv Labs Intl Inc	0.2%	0.3%	4,335	-63.9%	$983K
GILGildan Activewear Inc	0.1%	0.1%	17,323	+14.1%	$891K
DNOWDnow Inc (DNOW)	0.1%	0.1%	59,221	+8.4%	$768K
EPRXEupraxia Pharmaceuticals Inc	0.1%	0.1%	117,200	-1.8%	$768K
CRMSalesforce Inc	0.1%	—	4,372	—	$685K
LHXL3harris Technologies Inc	0.1%	0.1%	2,255	+9.7%	$655K
PBAPembina Pipeline Corp	0.1%	0.1%	12,725	+0.0%	$588K
CRWDCrowdstrike Hldgs Inc	0.1%	0.0%	600	+0.0%	$458K
SLSRSolaris Res Inc	0.1%	0.1%	48,900	-9.4%	$411K
MSFTMicrosoft Corp	0.1%	0.1%	1,084	-1.9%	$404K
BCEBce Inc	0.1%	2.6%	18,800	-97.1%	$404K
BNBrookfield Corp	0.1%	0.1%	8,012	-14.5%	$341K
SCHWCharles Schwab Corp (the)	0.1%	0.1%	3,495	+0.0%	$322K
TUTelus Corporation	0.0%	0.1%	27,600	-3.9%	$291K
MELIMercadolibre Inc	0.0%	0.0%	168	+0.0%	$285K
MCDMcdonalds Corp	0.0%	0.0%	850	+0.0%	$230K

What Delaney Capital Management Ltd. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$632.2M	53
Q1 2026	$622.4M	53

Questions about Delaney Capital Management Ltd.'s portfolio

What stocks does Delaney Capital Management Ltd. own?

Delaney Capital Management Ltd.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 53 positions worth $632.2M. The largest are Wheaton Precious Metals Corp (WPM) at 10.8%, Toronto Dominion Bk Ont (TD) at 10.2%, Bank of Montreal (BMO) at 10.1%, Jpmorgan Chase & Co (JPM) at 7.9% and Alphabet Inc (GOOGL) at 7.8%.

What did Delaney Capital Management Ltd. buy last quarter?

In Q2 2026, Delaney Capital Management Ltd. added Gildan Activewear Inc (GIL) (+14.1% shares), Mckesson Corp (MCK) (+11.6% shares) and General Mtrs Co (GM) (+10.2% shares), compared with its Q1 2026 filing.

What did Delaney Capital Management Ltd. sell last quarter?

In Q2 2026, Delaney Capital Management Ltd. cut from its top 50 Kinsale Cap Group Inc (KNSL), cut from its top 50 Thomson Reuters Corp (TRI), Bce Inc (BCE) (-97.1% shares), Charles Riv Labs Intl Inc (CRL) (-63.9% shares) and Hewlett Packard Enterprise C (HPE) (-28.3% shares), compared with its Q1 2026 filing.

When is Delaney Capital Management Ltd.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Delaney Capital Management Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.