Delaney Capital Management Ltd. holds a focused book of 53 stocks worth $632.2M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Fedex Freight Holding Co first appears in 13F filings, a listing rather than a purchase; they opened Salesforce Inc and trimmed Wheaton Precious Metals Corp. Their largest long position is Wheaton Precious Metals Corp at 11% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
+3 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Delaney Capital Management Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Independent Investors Inc | 12 / 53 | $372.1M |
| Canerector Inc | 6 / 53 | $143.2M |
| Mufg Securities (Canada), LTD. | 17 / 53 | $2.2B |
| Skye Global Management LP | 6 / 53 | $2.7B |
| Gallagher Fiduciary Advisors, LLC | 14 / 53 | $1.4B |
| Generation Investment Management LLP | 6 / 53 | $5.4B |
| Granite Group Advisors, LLC | 12 / 53 | $85.0M |
| Fishman Jay A Ltd | 9 / 53 | $617.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Delaney Capital Management Ltd.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Wheaton Precious Metals Corp COM | $68.1M | 606.8K | 10.8% | ▼−0.4% Reduced · −2K sh | |
| 2 | Toronto Dominion BK Ont COM NEW | $64.3M | 529.5K | 10.2% | ▼−7.3% Reduced · −41K sh | |
| 3 | Bank Montreal Medium COM | $63.6M | 360.8K | 10.1% | ▼−6.6% Reduced · −25K sh | |
| 4 | JPMorgan Chase & Co COM | $50.0M | 152.8K | 7.9% | ▲+2.5% Added · +4K sh | |
| 5 | Alphabet Inc CAP STK CL A | $49.1M | 137.5K | 7.8% | ▼−6.5% Reduced · −10K sh | |
| 6 | Canadian Nat Res Ltd Med Ter COM | $45.4M | 1.15M | 7.2% | ▼−0.2% Reduced · −3K sh | |
| 7 | Bank Nova Scotia B C COM | $36.0M | 415.4K | 5.7% | ▼−2.9% Reduced · −12K sh | |
| 8 | Royal BK Cda COM | $32.0M | 154.8K | 5.1% | ▼−1.9% Reduced · −3K sh | |
| 9 | Canadian Pacific Kansas City COM | $25.7M | 296.9K | 4.1% | ▲+0.7% Added · +2K sh | |
| 10 | Cgi Inc CL A SUB VTG | $19.6M | 303.5K | 3.1% | ▲+1.1% Added · +3K sh | |
| 11 | Enbridge Inc COM | $18.9M | 349.0K | 3.0% | ▼−0.7% Reduced · −2K sh | |
| 12 | Fedex Corp COM | $18.5M | 59.0K | 2.9% | ▼−3.2% Reduced · −2K sh | |
| 13 | Manulife Finl Corp COM | $18.4M | 454.7K | 2.9% | ▼−2.4% Reduced · −11K sh | |
| 14 | Teck Resources Ltd CL B | $16.7M | 281.1K | 2.6% | ▼−3.7% Reduced · −11K sh | |
| 15 | Oracle Corp COM | $15.3M | 104.6K | 2.4% | ▼−0.8% Reduced · −877 sh | |
| 16 | Disney Walt Co COM | $12.4M | 128.8K | 2.0% | ▲+2.2% Added · +3K sh | |
| 17 | Johnson & Johnson COM | $10.8M | 42.5K | 1.7% | ▲+0.5% Added · +220 sh | |
| 18 | T-Mobile US Inc COM | $10.7M | 63.7K | 1.7% | ▼−2.7% Reduced · −2K sh | |
| 19 | AECOM COM | $9.9M | 141.5K | 1.6% | ▲+1.8% Added · +2K sh | |
| 20 | Allied Gold Corp COM NEW | $6.4M | 270.8K | 1.0% | ▼−1.4% Reduced · −4K sh | |
| 21 | Ats Corporation COM | $4.6M | 160.4K | 0.7% | ▲+4.1% Added · +6K sh | |
| 22 | Fedex FGHT Hldg Co Inc COMMON STOCK | $4.4M | 29.0K | 0.7% | →Listed Newly reportable | |
| 23 | Triple Flag Precious Metal COM | $4.4M | 145.7K | 0.7% | ▼−0.7% Reduced · −1K sh | |
| 24 | GFL Environmental Inc SUB VTG SHS | $2.8M | 77.0K | 0.4% | ▼−0.9% Reduced · −670 sh | |
| 25 | Standardaero Inc COM | $2.4M | 78.9K | 0.4% | ▲+8.2% Added · +6K sh | |
| 26 | Amazon Com Inc COM | $2.0M | 8.5K | 0.3% | ▲+0.8% Added · +72 sh | |
| 27 | Canadian Imperial Bank Of Co COM | $1.9M | 16.3K | 0.3% | ▼−1.2% Reduced · −200 sh | |
| 28 | General MTRS Co COM | $1.6M | 21.4K | 0.3% | ▲+10% Added · +2K sh | |
| 29 | Aramark COM | $1.3M | 23.2K | 0.2% | ▼−0.1% Reduced · −16 sh | |
| 30 | McKesson Corp COM | $1.3M | 1.7K | 0.2% | ▲+12% Added · +181 sh | |
| 31 | Hewlett Packard Enterprise C COM | $1.3M | 27.8K | 0.2% | ▼−28% Reduced · −11K sh | |
| 32 | Caesars Entertainment Inc Ne COM | $1.2M | 39.0K | 0.2% | ▲+0.1% Added · +42 sh | |
| 33 | International Business Machs COM | $1.1M | 3.8K | 0.2% | ▲+2.2% Added · +81 sh | |
| 34 | Apple Inc COM | $1.0M | 3.5K | 0.2% | ▼−2.8% Reduced · −100 sh | |
| 35 | Charles Riv Labs Intl Inc COM | $983K | 4.3K | 0.2% | ▼−64% Reduced · −8K sh | |
| 36 | Gildan Activewear Inc COM | $891K | 17.3K | 0.1% | ▲+14% Added · +2K sh | |
| 37 | Dnow Inc COM | $768K | 59.2K | 0.1% | ▲+8.4% Added · +5K sh | |
| 38 | Eupraxia Pharmaceuticals Inc COM | $768K | 117.2K | 0.1% | ▼−1.8% Reduced · −2K sh | |
| 39 | Salesforce Inc COM | $685K | 4.4K | 0.1% | ▲New New position | |
| 40 | L3harris Technologies Inc COM | $655K | 2.3K | 0.1% | ▲+9.7% Added · +200 sh | |
| 41 | Pembina Pipeline Corp COM | $588K | 12.7K | 0.1% | —Held | |
| 42 | Crowdstrike Hldgs Inc CL A | $458K | 600 | 0.1% | —Held | |
| 43 | Solaris Res Inc COM NEW | $411K | 48.9K | 0.1% | ▼−9.4% Reduced · −5K sh | |
| 44 | Microsoft Corp COM | $404K | 1.1K | 0.1% | ▼−1.9% Reduced · −21 sh | |
| 45 | Bce Inc COM NEW | $404K | 18.8K | 0.1% | ▼−97% Reduced · −624K sh | |
| 46 | Brookfield Corp CL A LTD VT SH | $341K | 8.0K | 0.1% | ▼−14% Reduced · −1K sh | |
| 47 | Schwab Charles Corp COM | $322K | 3.5K | 0.1% | —Held | |
| 48 | Telus Corporation COM | $291K | 27.6K | <0.1% | ▼−3.9% Reduced · −1K sh | |
| 49 | Mercadolibre Inc COM | $285K | 168 | <0.1% | —Held | |
| 50 | McDonalds Corp COM | $230K | 850 | <0.1% | —Held |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.