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Delaney Capital Management Ltd.

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13F filer, CIK 2140766, TORONTO, Ontario, Canada

Delaney Capital Management Ltd. reported $632,200,676 across 53 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 71.78% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000891836-26-000057

Period
2026-06-30
Reported value
$632M
Holdings
53
Top 10 weight
71.78%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FDXFnew+28,993$4.38M
JPMadded+3,733$1.22M
CRMnew+4,372$685K
DISadded+2,801$270K
GIBadded+3,341$216K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BCEreduced-624,010-$13.4M
TDreduced-41,454-$5.03M
BMOreduced-25,334-$4.47M
GOOGLreduced-9,558-$3.42M
CRLreduced-7,678-$1.74M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0000891836-26-000057, largest first. % of portfolio is the value over $632,200,676, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 672,806 shares; 2026Q1: 609,095 shares; 2026Q2: 606,752 shares 606,752$68.1M10.78%-2,343Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 569,504 shares; 2026Q1: 570,949 shares; 2026Q2: 529,495 shares 529,495$64.3M10.16%-41,454Timeline
BMOBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 385,029 shares; 2026Q1: 386,109 shares; 2026Q2: 360,775 shares 360,775$63.6M10.07%-25,334Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 148,985 shares; 2026Q1: 149,067 shares; 2026Q2: 152,800 shares 152,800$50M7.91%+3,733Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 170,144 shares; 2026Q1: 147,017 shares; 2026Q2: 137,459 shares 137,459$49.1M7.77%-9,558Timeline
CNQCANADIAN NAT RES LTD MED TERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,133,064 shares; 2026Q1: 1,151,256 shares; 2026Q2: 1,148,627 shares 1,148,627$45.4M7.18%-2,629Timeline
BNSBANK NOVA SCOTIA B CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 421,242 shares; 2026Q1: 427,609 shares; 2026Q2: 415,388 shares 415,388$36M5.7%-12,221Timeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 158,228 shares; 2026Q1: 157,722 shares; 2026Q2: 154,799 shares 154,799$32M5.06%-2,923Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 287,954 shares; 2026Q1: 294,857 shares; 2026Q2: 296,922 shares 296,922$25.7M4.06%+2,065Timeline
GIBCGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 292,490 shares; 2026Q1: 300,172 shares; 2026Q2: 303,513 shares 303,513$19.6M3.1%+3,341Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 337,687 shares; 2026Q1: 351,363 shares; 2026Q2: 349,039 shares 349,039$18.9M2.99%-2,324Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 61,651 shares; 2026Q1: 60,953 shares; 2026Q2: 59,025 shares 59,025$18.5M2.92%-1,928Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 460,702 shares; 2026Q1: 465,948 shares; 2026Q2: 454,736 shares 454,736$18.4M2.91%-11,212Timeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 293,656 shares; 2026Q1: 291,841 shares; 2026Q2: 281,119 shares 281,119$16.7M2.64%-10,722Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 106,551 shares; 2026Q1: 105,504 shares; 2026Q2: 104,627 shares 104,627$15.3M2.43%-877Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 126,012 shares; 2026Q2: 128,813 shares 128,813$12.4M1.96%+2,801Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 38,683 shares; 2026Q1: 42,257 shares; 2026Q2: 42,477 shares 42,477$10.8M1.71%+220Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 65,632 shares; 2026Q1: 65,494 shares; 2026Q2: 63,719 shares 63,719$10.7M1.69%-1,775Timeline
ACMAECOMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 102,090 shares; 2026Q1: 139,066 shares; 2026Q2: 141,526 shares 141,526$9.88M1.56%+2,460Timeline
AAUCALLIED GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 291,195 shares; 2026Q1: 274,840 shares; 2026Q2: 270,830 shares 270,830$6.42M1.02%-4,010Timeline
ATSATS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 153,037 shares; 2026Q1: 154,077 shares; 2026Q2: 160,392 shares 160,392$4.61M0.73%+6,315Timeline
FDXFFEDEX FGHT HLDG CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,993 shares 28,993$4.38M0.69%newTimeline
TFPMTRIPLE FLAG PRECIOUS METALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 147,044 shares; 2026Q1: 146,739 shares; 2026Q2: 145,699 shares 145,699$4.36M0.69%-1,040Timeline
GFLGFL ENVIRONMENTAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 89,180 shares; 2026Q1: 77,646 shares; 2026Q2: 76,976 shares 76,976$2.82M0.45%-670Timeline
SAROSTANDARDAERO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 63,475 shares; 2026Q1: 72,910 shares; 2026Q2: 78,920 shares 78,920$2.36M0.37%+6,010Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,044 shares; 2026Q1: 8,404 shares; 2026Q2: 8,476 shares 8,476$2.02M0.32%+72Timeline
CMCANADIAN IMPERIAL BANK OF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 17,274 shares; 2026Q1: 16,546 shares; 2026Q2: 16,346 shares 16,346$1.88M0.3%-200Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 18,561 shares; 2026Q1: 19,366 shares; 2026Q2: 21,350 shares 21,350$1.65M0.26%+1,984Timeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 20,792 shares; 2026Q1: 23,175 shares; 2026Q2: 23,159 shares 23,159$1.32M0.21%-16Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,538 shares; 2026Q1: 1,559 shares; 2026Q2: 1,740 shares 1,740$1.31M0.21%+181Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 26,720 shares; 2026Q1: 38,793 shares; 2026Q2: 27,810 shares 27,810$1.25M0.2%-10,983Timeline
CZRCAESARS ENTERTAINMENT INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 37,370 shares; 2026Q1: 38,970 shares; 2026Q2: 39,012 shares 39,012$1.18M0.19%+42Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,696 shares; 2026Q1: 3,723 shares; 2026Q2: 3,804 shares 3,804$1.07M0.17%+81Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,995 shares; 2026Q1: 3,635 shares; 2026Q2: 3,535 shares 3,535$1.02M0.16%-100Timeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,013 shares; 2026Q1: 12,013 shares; 2026Q2: 4,335 shares 4,335$983K0.16%-7,678Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,081 shares; 2026Q1: 15,184 shares; 2026Q2: 17,323 shares 17,323$891K0.14%+2,139Timeline
DNOWDNOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 54,615 shares; 2026Q1: 54,615 shares; 2026Q2: 59,221 shares 59,221$768K0.12%+4,606Timeline
EPRXEUPRAXIA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 119,400 shares; 2026Q1: 119,400 shares; 2026Q2: 117,200 shares 117,200$768K0.12%-2,200Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,372 shares 4,372$685K0.11%newTimeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,062 shares; 2026Q1: 2,055 shares; 2026Q2: 2,255 shares 2,255$655K0.1%+200Timeline
PBAPEMBINA PIPELINE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,725 shares; 2026Q1: 12,725 shares; 2026Q2: 12,725 shares 12,725$588K0.09%0Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600$458K0.07%0Timeline
SLSRSOLARIS RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 59,000 shares; 2026Q1: 54,000 shares; 2026Q2: 48,900 shares 48,900$411K0.06%-5,100Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,184 shares; 2026Q1: 1,105 shares; 2026Q2: 1,084 shares 1,084$404K0.06%-21Timeline
BCEBCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 580,107 shares; 2026Q1: 642,810 shares; 2026Q2: 18,800 shares 18,800$404K0.06%-624,010Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,367 shares; 2026Q1: 9,367 shares; 2026Q2: 8,012 shares 8,012$341K0.05%-1,355Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,495 shares; 2026Q1: 3,495 shares; 2026Q2: 3,495 shares 3,495$322K0.05%0Timeline
TUTELUS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 32,780 shares; 2026Q1: 28,730 shares; 2026Q2: 27,600 shares 27,600$291K0.05%-1,130Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 168 shares; 2026Q1: 168 shares; 2026Q2: 168 shares 168$285K0.05%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850$230K0.04%0Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,160 shares; 2026Q1: 1,160 shares; 2026Q2: 1,160 shares 1,160$221K0.03%0Timeline
SBLKSTAR BULK CARRIERS CORP.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 8,800 shares; 2026Q2: 8,800 shares 8,800$220K0.03%0Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 660 shares; 2026Q1: 660 shares; 2026Q2: 660 shares 660$218K0.03%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TRITHOMSON REUTERS CORP2,450$221Kshares
NXENEXGEN ENERGY LTD19,000$220Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000891836-26-000057 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0000891836-26-000057 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0000891836-26-000061 Quarter ended 2025-12-312026-08-14acceptance time not in the bulk data set
13F-HR 0000891836-26-000059 Quarter ended 2026-03-312026-08-14acceptance time not in the bulk data set