Delaney Capital Management Ltd.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed August 14, 2026), Delaney Capital Management Ltd. reported 54 stock positions worth $603.3 million. Its top holding was Wheaton Precious Metals (WPM) at 13.1% of the portfolio, followed by Toronto-Dominion Bank (TD, 8.9%) and Alphabet Class A (GOOGL, 8.8%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0002140766
- Portfolio Value
- $603.3M (Q4 2025)
- SEC Filing
- 0000891836-26-000061 ↗ filed Aug 14, 2026
Holdings Value
Holdings 54 stocks · $603.3M
| WPM Wheaton Precious Metals Corp. | 13.13% | 672,806 | $79.2M | — |
| TD Toronto-Dominion Bank | 8.91% | 569,504 | $53.8M | — |
| GOOGL Alphabet Inc. Class A | 8.83% | 170,144 | $53.3M | — |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 8.30% | 385,029 | $50.1M | — |
| JPM JPMorgan Chase & Co. | 7.96% | 148,985 | $48.0M | — |
| CNQ Canadian Natural Resources | 6.37% | 1,133,064 | $38.4M | — |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 5.16% | 421,242 | $31.1M | — |
| GIB Cgi Inc. | 4.48% | 292,490 | $27.1M | — |
| RY Royal Bank of Canada | 4.48% | 158,228 | $27.0M | — |
| CP Canadian Pacific Kansas City | 3.52% | 287,954 | $21.2M | — |
| ORCL Oracle Corp. | 3.44% | 106,551 | $20.8M | — |
| FDX FedEx Corp. | 2.95% | 61,651 | $17.8M | — |
| MFC Manulife Financial Corp. | 2.78% | 460,702 | $16.8M | — |
| ENB Enbridge Inc. | 2.68% | 337,687 | $16.2M | — |
| TECK Teck Resources Ltd.-CLS B | 2.33% | 293,656 | $14.1M | — |
| BCE Bce Inc. | 2.30% | 580,107 | $13.9M | — |
| TMUS T-Mobile US Inc. | 2.21% | 65,632 | $13.3M | — |
| ACM Aecom | 1.61% | 102,090 | $9.7M | — |
| JNJ Johnson & Johnson | 1.33% | 38,683 | $8.0M | — |
| AAUC Allied Gold Corp. | 1.11% | 291,195 | $6.7M | — |
| TFPM Triple Flag Precious Met | 0.81% | 147,044 | $4.9M | — |
| ATS Ats Corp. | 0.70% | 153,037 | $4.2M | — |
| GFL GFL Environmental Inc.-Sub VT | 0.64% | 89,180 | $3.8M | — |
| CRL Charles River Laboratories | 0.40% | 12,013 | $2.4M | — |
| SARO Standardaero Inc. | 0.30% | 63,475 | $1.8M | — |
| AMZN Amazon.com Inc. | 0.27% | 7,044 | $1.6M | — |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.26% | 17,274 | $1.6M | — |
| GM General Motors Co. | 0.25% | 18,561 | $1.5M | — |
| MCK McKesson Corp. | 0.21% | 1,538 | $1.3M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 3,696 | $1.1M | — |
| AAPL Apple Inc. | 0.18% | 3,995 | $1.1M | — |
| EPRX Eupraxia Pharmaceuticals Inc. | 0.15% | 119,400 | $899K | — |
| CZR Caesars Entertainment Inc. | 0.14% | 37,370 | $874K | — |
| AMCR Amcor PLC | 0.14% | 98,432 | $821K | — |
| ARMK Aramark | 0.13% | 20,792 | $766K | — |
| GIL Gildan Activewear Inc. | 0.13% | 12,081 | $756K | — |
| DRVN Driven Brands Holdings Inc. | 0.12% | 49,220 | $729K | — |
| DNOW Dnow Inc. | 0.12% | 54,615 | $724K | — |
| HPE Hewlett Packard Enterprise | 0.11% | 26,720 | $642K | — |
| LHX L3HARRIS Technologies Inc. | 0.10% | 2,062 | $605K | — |
| MSFT Microsoft Corp. | 0.09% | 1,184 | $573K | — |
| PBA Pembina Pipeline Corp. | 0.08% | 12,725 | $485K | — |
| SLSR Solaris Resources Inc. | 0.08% | 59,000 | $474K | — |
| TU Telus Corp. | 0.07% | 32,780 | $433K | — |
| BN Brookfield Corp. | 0.07% | 9,367 | $431K | — |
| SCHW Schwab (charles) Corp. | 0.06% | 3,495 | $349K | — |
| MELI MercadoLibre Inc. | 0.06% | 168 | $338K | — |
| TRI Thomson Reuters Corp. | 0.05% | 2,450 | $324K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.05% | 600 | $281K | — |
| DHR Danaher Corp. | 0.04% | 1,160 | $266K | — |
| MCD McDonald's Corp. | 0.04% | 850 | $260K | — |
| KNSL Kinsale Capital Group Inc. | 0.04% | 660 | $258K | — |
| NEWP New Pacific Metals Corp. | 0.03% | 60,000 | $210K | — |
| NXE Nexgen Energy Ltd. | 0.03% | 19,000 | $175K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.