Delaney Capital Management Ltd.
Net seller this quarter
$632M
53
-$30.1M
71.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 WPM | $68.1M | 10.78% | 0.13% | -0.4% | Q4 2025 |
 TD | $64.3M | 10.16% | 0.03% | -7.3% | Q4 2025 |
 BMO | $63.6M | 10.07% | 0.05% | -6.6% | Q4 2025 |
 JPM | $50M | 7.91% | 0.01% | +2.5% | Q4 2025 |
 GOOGL | $49.1M | 7.77% | 0.00% | -6.5% | Q4 2025 |
 CNQ | $45.4M | 7.18% | 0.06% | -0.2% | Q4 2025 |
 BNS | $36M | 5.70% | 0.03% | -2.9% | Q4 2025 |
 RY | $32M | 5.06% | 0.01% | -1.9% | Q4 2025 |
 CP | $25.7M | 4.06% | 0.03% | +0.7% | Q4 2025 |
 GIB | $19.6M | 3.10% | Not reported | +1.1% | Q4 2025 |
 ENB | $18.9M | 2.99% | 0.02% | -0.7% | Q4 2025 |
 FDX | $18.5M | 2.92% | 0.02% | -3.2% | Q4 2025 |
 MFC | $18.4M | 2.91% | Not reported | -2.4% | Q4 2025 |
 TECK | $16.7M | 2.64% | Not reported | -3.7% | Q4 2025 |
 ORCL | $15.3M | 2.43% | 0.00% | -0.8% | Q4 2025 |
 DIS | $12.4M | 1.96% | 0.01% | +2.2% | Q1 2026 |
 JNJ | $10.8M | 1.71% | 0.00% | +0.5% | Q4 2025 |
 TMUS | $10.7M | 1.69% | 0.01% | -2.7% | Q4 2025 |
 ACM | $9.88M | 1.56% | 0.11% | +1.8% | Q4 2025 |
 AAUC | $6.42M | 1.02% | 0.22% | -1.5% | Q4 2025 |
 ATS | $4.61M | 0.73% | 0.16% | +4.1% | Q4 2025 |
 FDXF | $4.38M | 0.69% | 0.02% | -4.9% | Q2 2026 |
 TFPM | $4.36M | 0.69% | 0.07% | -0.7% | Q4 2025 |
 GFL | $2.82M | 0.45% | Not reported | -0.9% | Q4 2025 |
 SARO | $2.36M | 0.37% | 0.02% | +8.2% | Q4 2025 |
 AMZN | $2.02M | 0.32% | 0.00% | +0.9% | Q4 2025 |
 CM | $1.88M | 0.30% | 0.00% | -1.2% | Q4 2025 |
 GM | $1.65M | 0.26% | 0.00% | +10.2% | Q4 2025 |
 ARMK | $1.32M | 0.21% | 0.01% | -0.1% | Q4 2025 |
 MCK | $1.31M | 0.21% | 0.00% | +11.6% | Q4 2025 |
 HPE | $1.25M | 0.20% | 0.00% | -28.3% | Q4 2025 |
 CZR | $1.18M | 0.19% | 0.02% | +0.1% | Q4 2025 |
 IBM | $1.07M | 0.17% | 0.00% | +2.2% | Q4 2025 |
 AAPL | $1.02M | 0.16% | 0.00% | -2.8% | Q4 2025 |
 CRL | $983K | 0.16% | 0.01% | -63.9% | Q4 2025 |
 GIL | $891K | 0.14% | 0.01% | +14.1% | Q4 2025 |
 DNOW | $768K | 0.12% | 0.03% | +8.4% | Q4 2025 |
 EPRX | $768K | 0.12% | 0.23% | -1.8% | Q4 2025 |
 CRM | $685K | 0.11% | 0.00% | New | Q2 2026 |
 LHX | $655K | 0.10% | 0.00% | +9.7% | Q4 2025 |
 PBA | $588K | 0.09% | 0.00% | Not reported | Q4 2025 |
 CRWD | $458K | 0.07% | 0.00% | Not reported | Q4 2025 |
 SLSR | $411K | 0.06% | Not reported | -9.4% | Q4 2025 |
 MSFT | $404K | 0.06% | 0.00% | -1.9% | Q4 2025 |
 BCE | $404K | 0.06% | 0.00% | -97.1% | Q4 2025 |
 BN | $341K | 0.05% | Not reported | -14.5% | Q4 2025 |
 SCHW | $322K | 0.05% | 0.00% | Not reported | Q4 2025 |
 TU | $291K | 0.05% | 0.00% | -3.9% | Q4 2025 |
 MELI | $285K | 0.05% | 0.00% | Not reported | Q4 2025 |
 MCD | $230K | 0.04% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| WPM | $79.8M | 12.82% | 0.13% | -9.5% | Q4 2025 |
| CNQ | $56M | 9.00% | 0.06% | +1.6% | Q4 2025 |
| TD | $53.2M | 8.55% | 0.03% | +0.3% | Q4 2025 |
| BMO | $52.2M | 8.39% | 0.05% | +0.3% | Q4 2025 |
| JPM | $43.8M | 7.04% | 0.01% | +0.1% | Q4 2025 |
| GOOGL | $42.3M | 6.79% | 0.00% | -13.6% | Q4 2025 |
| BNS | $29.6M | 4.75% | 0.03% | +1.5% | Q4 2025 |
| RY | $25.4M | 4.09% | 0.01% | -0.3% | Q4 2025 |
| CP | $23.2M | 3.72% | 0.03% | +2.4% | Q4 2025 |
| GIB | $21.9M | 3.52% | Not reported | +2.6% | Q4 2025 |
| FDX | $21.7M | 3.49% | 0.03% | -1.1% | Q4 2025 |
| ENB | $19M | 3.05% | 0.02% | +4.1% | Q4 2025 |
| BCE | $16.2M | 2.60% | 0.07% | +10.8% | Q4 2025 |
| MFC | $16M | 2.57% | Not reported | +1.1% | Q4 2025 |
| ORCL | $15.5M | 2.49% | 0.00% | -1.0% | Q4 2025 |
| TECK | $15.1M | 2.43% | Not reported | -0.6% | Q4 2025 |
| TMUS | $13.8M | 2.21% | 0.01% | -0.2% | Q4 2025 |
| DIS | $12.1M | 1.95% | 0.01% | New | Q1 2026 |
| ACM | $11.8M | 1.90% | 0.11% | +36.2% | Q4 2025 |
| JNJ | $10.3M | 1.66% | 0.00% | +9.2% | Q4 2025 |
| AAUC | $8.5M | 1.37% | 0.22% | -5.6% | Q4 2025 |
| TFPM | $5.08M | 0.82% | 0.07% | -0.2% | Q4 2025 |
| ATS | $4.33M | 0.70% | 0.16% | +0.7% | Q4 2025 |
| GFL | $3.23M | 0.52% | Not reported | -12.9% | Q4 2025 |
| CRL | $2.07M | 0.33% | 0.02% | Not reported | Q4 2025 |
| SARO | $1.88M | 0.30% | 0.02% | +14.9% | Q4 2025 |
| AMZN | $1.75M | 0.28% | 0.00% | +19.3% | Q4 2025 |
| CM | $1.56M | 0.25% | 0.00% | -4.2% | Q4 2025 |
| GM | $1.44M | 0.23% | 0.00% | +4.3% | Q4 2025 |
| MCK | $1.35M | 0.22% | 0.00% | +1.4% | Q4 2025 |
| CZR | $1.03M | 0.17% | 0.02% | +4.3% | Q4 2025 |
| ARMK | $940K | 0.15% | 0.01% | +11.5% | Q4 2025 |
| HPE | $924K | 0.15% | 0.00% | +45.2% | Q4 2025 |
| AAPL | $923K | 0.15% | 0.00% | -9.0% | Q4 2025 |
| IBM | $902K | 0.14% | 0.00% | +0.7% | Q4 2025 |
| EPRX | $860K | 0.14% | 0.23% | Not reported | Q4 2025 |
| GIL | $844K | 0.14% | 0.01% | +25.7% | Q4 2025 |
| LHX | $709K | 0.11% | 0.00% | -0.3% | Q4 2025 |
| DNOW | $650K | 0.10% | 0.03% | Not reported | Q4 2025 |
| PBA | $568K | 0.09% | 0.00% | Not reported | Q4 2025 |
| SLSR | $465K | 0.07% | Not reported | -8.5% | Q4 2025 |
| MSFT | $409K | 0.07% | 0.00% | -6.7% | Q4 2025 |
| BN | $379K | 0.06% | Not reported | Not reported | Q4 2025 |
| TU | $369K | 0.06% | 0.00% | -12.4% | Q4 2025 |
| SCHW | $328K | 0.05% | 0.00% | Not reported | Q4 2025 |
| MELI | $290K | 0.05% | 0.00% | Not reported | Q4 2025 |
| MCD | $264K | 0.04% | 0.00% | Not reported | Q4 2025 |
| CRWD | $234K | 0.04% | 0.00% | Not reported | Q4 2025 |
 KNSL | $225K | 0.04% | 0.00% | Not reported | Q4 2025 |
 TRI | $221K | 0.04% | 0.00% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| WPM | $79.2M | 13.13% | 0.15% | New | Q4 2025 |
| TD | $53.8M | 8.91% | 0.03% | New | Q4 2025 |
| GOOGL | $53.3M | 8.83% | 0.00% | New | Q4 2025 |
| BMO | $50.1M | 8.30% | 0.05% | New | Q4 2025 |
| JPM | $48M | 7.96% | 0.01% | New | Q4 2025 |
| CNQ | $38.4M | 6.37% | 0.05% | New | Q4 2025 |
| BNS | $31.1M | 5.16% | 0.03% | New | Q4 2025 |
| GIB | $27.1M | 4.48% | Not reported | New | Q4 2025 |
| RY | $27M | 4.48% | 0.01% | New | Q4 2025 |
| CP | $21.2M | 3.52% | 0.03% | New | Q4 2025 |
| ORCL | $20.8M | 3.44% | 0.00% | New | Q4 2025 |
| FDX | $17.8M | 2.95% | 0.03% | New | Q4 2025 |
| MFC | $16.8M | 2.78% | Not reported | New | Q4 2025 |
| ENB | $16.2M | 2.68% | 0.02% | New | Q4 2025 |
| TECK | $14.1M | 2.33% | Not reported | New | Q4 2025 |
| BCE | $13.9M | 2.30% | 0.06% | New | Q4 2025 |
| TMUS | $13.3M | 2.21% | 0.01% | New | Q4 2025 |
| ACM | $9.73M | 1.61% | 0.08% | New | Q4 2025 |
| JNJ | $8.01M | 1.33% | 0.00% | New | Q4 2025 |
| AAUC | $6.68M | 1.11% | 0.23% | New | Q4 2025 |
| TFPM | $4.89M | 0.81% | 0.07% | New | Q4 2025 |
| ATS | $4.22M | 0.70% | 0.16% | New | Q4 2025 |
| GFL | $3.84M | 0.64% | Not reported | New | Q4 2025 |
| CRL | $2.4M | 0.40% | 0.02% | New | Q4 2025 |
| SARO | $1.82M | 0.30% | 0.02% | New | Q4 2025 |
| AMZN | $1.63M | 0.27% | 0.00% | New | Q4 2025 |
| CM | $1.57M | 0.26% | 0.00% | New | Q4 2025 |
| GM | $1.51M | 0.25% | 0.00% | New | Q4 2025 |
| MCK | $1.26M | 0.21% | 0.00% | New | Q4 2025 |
| IBM | $1.09M | 0.18% | 0.00% | New | Q4 2025 |
| AAPL | $1.09M | 0.18% | 0.00% | New | Q4 2025 |
| EPRX | $899K | 0.15% | 0.23% | New | Q4 2025 |
| CZR | $874K | 0.14% | 0.02% | New | Q4 2025 |
 AMCR | $821K | 0.14% | 0.00% | New | Q4 2025 |
| ARMK | $766K | 0.13% | 0.01% | New | Q4 2025 |
| GIL | $756K | 0.13% | 0.01% | New | Q4 2025 |
 DRVN | $729K | 0.12% | 0.03% | New | Q4 2025 |
| DNOW | $724K | 0.12% | 0.03% | New | Q4 2025 |
| HPE | $642K | 0.11% | 0.00% | New | Q4 2025 |
| LHX | $605K | 0.10% | 0.00% | New | Q4 2025 |
| MSFT | $573K | 0.09% | 0.00% | New | Q4 2025 |
| PBA | $485K | 0.08% | 0.00% | New | Q4 2025 |
| SLSR | $474K | 0.08% | Not reported | New | Q4 2025 |
| TU | $433K | 0.07% | 0.00% | New | Q4 2025 |
| BN | $431K | 0.07% | Not reported | New | Q4 2025 |
| SCHW | $349K | 0.06% | 0.00% | New | Q4 2025 |
| MELI | $338K | 0.06% | 0.00% | New | Q4 2025 |
| TRI | $324K | 0.05% | 0.00% | New | Q4 2025 |
| CRWD | $281K | 0.05% | 0.00% | New | Q4 2025 |
 DHR | $266K | 0.04% | 0.00% | New | Q4 2025 |