Funds › Delaney Capital Management Ltd.
Delaney Capital Management Ltd.
13F for Q3 2026, filed Nov 13, 2026. 53 positions worth $626.8M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | WPM Wheaton Precious Metals Corp | 603,401 | $80.8M | 12.9% | -0.6% | 13F ↗ |
| 2 | TD Toronto Dominion Bank | 508,019 | $59.9M | 9.6% | -4.1% | 13F ↗ |
| 3 | BMO Bank of Montreal | 347,377 | $58.3M | 9.3% | -3.7% | 13F ↗ |
| 4 | CNQ Canadian Natural Resources Limited | 1.14M | $53.7M | 8.6% | -0.9% | 13F ↗ |
| 5 | JPM JPMorgan Chase & Co. | 149,217 | $49.4M | 7.9% | -2.3% | 13F ↗ |
| 6 | GOOGL Alphabet Inc. Class A | 136,873 | $47.1M | 7.5% | -0.4% | 13F ↗ |
| 7 | BNS Bank Nova Scotia B C | 412,216 | $37.6M | 6.0% | -0.8% | 13F ↗ |
| 8 | RY Royal Bank of Canada | 136,527 | $26.9M | 4.3% | -11.8% | 13F ↗ |
| 9 | CP Canadian Pacific Kansas City Limited | 297,006 | $25.4M | 4.0% | Unchanged | 13F ↗ |
| 10 | GIB CGI Inc. | 300,138 | $20.5M | 3.3% | -1.1% | 13F ↗ |
| 11 | MFC Manulife Financial Corporation | 452,578 | $19.3M | 3.1% | -0.5% | 13F ↗ |
| 12 | TECK Teck Resources Ltd | 274,882 | $18.2M | 2.9% | -2.2% | 13F ↗ |
| 13 | FDX FedEx Corporation | 58,805 | $16.8M | 2.7% | -0.4% | 13F ↗ |
| 14 | ENB Enbridge Inc | 347,884 | $16.2M | 2.6% | -0.3% | 13F ↗ |
| 15 | ORCL Oracle Corporation | 102,781 | $14.1M | 2.3% | -1.8% | 13F ↗ |
| 16 | DIS Walt Disney Company | 132,166 | $13.9M | 2.2% | +2.6% | 13F ↗ |
| 17 | JNJ Johnson & Johnson | 42,496 | $11.3M | 1.8% | Unchanged | 13F ↗ |
| 18 | TMUS T-Mobile US, Inc. | 63,519 | $10.4M | 1.7% | -0.3% | 13F ↗ |
| 19 | AAUC Allied Gold Corporation | 399,217 | $8.4M | 1.3% | +47.4% | 13F ↗ |
| 20 | ACM Aecom | 117,964 | $7.0M | 1.1% | -16.6% | 13F ↗ |
| 21 | TFPM Triple Flag Precious Metals Corp. | 145,544 | $4.5M | 0.7% | -0.1% | 13F ↗ |
| 22 | GFL GFL Environmental Inc. · Sub Vtg Shs | 76,976 | $3.2M | 0.5% | Unchanged | 13F ↗ |
| 23 | AMZN Amazon.com, Inc. | 8,486 | $2.1M | 0.3% | +0.1% | 13F ↗ |
| 24 | SARO StandardAero, Inc. | 78,920 | $1.7M | 0.3% | Unchanged | 13F ↗ |
| 25 | HPE Hewlett Packard Enterprise Company | 25,910 | $1.7M | 0.3% | -6.8% | 13F ↗ |
| 26 | GM General Motors Company | 21,030 | $1.6M | 0.3% | -1.5% | 13F ↗ |
| 27 | CM Canadian Imperial Bank of Commerce | 14,456 | $1.6M | 0.3% | -11.6% | 13F ↗ |
| 28 | MCK McKesson Corporation | 1,740 | $1.5M | 0.2% | Unchanged | 13F ↗ |
| 29 | CRL Charles River Laboratories International, Inc. | 4,328 | $1.3M | 0.2% | -0.2% | 13F ↗ |
| 30 | ARMK Aramark | 23,159 | $1.2M | 0.2% | Unchanged | 13F ↗ |
| 31 | AAPL Apple Inc. | 3,510 | $1.2M | 0.2% | -0.7% | 13F ↗ |
| 32 | EPRX Eupraxia Pharmaceuticals Inc. · Com 298736 Al 3 Euronet Worldwide Inc Note 0.750% 3/1 | 112,400 | $1.0M | 0.2% | -4.1% | 13F ↗ |
| 33 | CRM Salesforce, Inc. | 4,342 | $996.8K | 0.2% | -0.7% | 13F ↗ |
| 34 | DNOW DNOW Inc. | 59,221 | $917.9K | 0.1% | Unchanged | 13F ↗ |
| 35 | IBM International Business Machines Corporation | 3,804 | $836.6K | 0.1% | Unchanged | 13F ↗ |
| 36 | GIL Gildan Activewear, Inc. | 17,323 | $740.3K | 0.1% | Unchanged | 13F ↗ |
| 37 | GEHC GE HealthCare Technologies Inc. | 10,875 | $710.9K | 0.1% | New | 13F ↗ |
| 38 | LHX L3Harris Technologies, Inc. | 2,420 | $573.0K | 0.1% | +7.3% | 13F ↗ |
| 39 | HLLY Holley Inc. | 203,130 | $479.4K | 0.1% | New | 13F ↗ |
| 40 | MSFT Microsoft Corporation | 934 | $479.0K | 0.1% | -13.8% | 13F ↗ |
| 41 | BCE BCE, Inc. | 18,800 | $383.9K | 0.1% | Unchanged | 13F ↗ |
| 42 | SCHW Charles Schwab Corporation | 3,495 | $341.6K | 0.1% | Unchanged | 13F ↗ |
| 43 | SLSR Solaris Resources Inc. | 48,900 | $338.8K | 0.1% | Unchanged | 13F ↗ |
| 44 | AUXX Gold X2 Mining Inc. | 68,000 | $335.0K | 0.1% | New | 13F ↗ |
| 45 | BN Brookfield Corporation | 8,012 | $293.2K | <0.1% | Unchanged | 13F ↗ |
| 46 | MELI MercadoLibre, Inc. | 168 | $290.4K | <0.1% | Unchanged | 13F ↗ |
| 47 | CRWD CrowdStrike Holdings, Inc. | 1,000 | $264.8K | <0.1% | -58.3% | 13F ↗ |
| 48 | SBLK Star Bulk Carriers Corp. | 8,800 | $258.4K | <0.1% | Unchanged | 13F ↗ |
| 49 | DHR Danaher Corporation | 1,160 | $257.0K | <0.1% | Unchanged | 13F ↗ |
| 50 | TRI Thomson Reuters Corp | 2,412 | $235.4K | <0.1% | New | 13F ↗ |
Changes since Q2 2026
5 new, 7 added to, 26 trimmed, 5 exited, 15 unchanged. By estimated dollars.
New positions (5)
Added to (7)
| AAUC Allied Gold Corporation | 399,217 | +47.4% | $2.7M |
| DIS Walt Disney Company | 132,166 | +2.6% | $351.7K |
| LHX L3Harris Technologies, Inc. | 2,420 | +7.3% | $39.1K |
| CP Canadian Pacific Kansas City Limited | 297,006 | Unchanged | $7,176 |
| JNJ Johnson & Johnson | 42,496 | Unchanged | $5,030 |
| AMZN Amazon.com, Inc. | 8,486 | +0.1% | $2,492 |
| TU Telus Corporation | 27,800 | +0.7% | $1,685 |
Trimmed (26)
| RY Royal Bank of Canada | 136,527 | -11.8% | -$3.6M |
| TD Toronto Dominion Bank | 508,019 | -4.1% | -$2.5M |
| BMO Bank of Montreal | 347,377 | -3.7% | -$2.2M |
| ACM Aecom | 117,964 | -16.6% | -$1.4M |
| JPM JPMorgan Chase & Co. | 149,217 | -2.3% | -$1.2M |
| CNQ Canadian Natural Resources Limited | 1.14M | -0.9% | -$504.3K |
| WPM Wheaton Precious Metals Corp | 603,401 | -0.6% | -$448.9K |
| TECK Teck Resources Ltd | 274,882 | -2.2% | -$411.9K |
| CRWD CrowdStrike Holdings, Inc. | 1,000 | -58.3% | -$370.6K |
| BNS Bank Nova Scotia B C | 412,216 | -0.8% | -$289.3K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer