Delaney Capital Management Ltd. historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Delaney Capital Management Ltd. opened 4 positions, added to 38, reduced 43 and sold out of 4.
- Q2 2026: Stock JPM; Country of operation United States; Class COM; Shares before 149,067.
- Q2 2026: Stock CP; Country of operation —; Class COM; Shares before 294,857.
- Q2 2026: Stock GIB; Country of operation —; Class CL A SUB VTG; Shares before 300,172.
- Q2 2026: Stock ACM; Country of operation United States; Class COM; Shares before 139,066.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2140766), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2026-06-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | JPM
JPMORGAN CHASE & CO | United States | COM | 149,067 | 152,800 | +3,733 | $43,849,549 | $50,016,024 | +$6,166,475 | 2026-08-14 |
|---|
| Q2 2026 | CP
CANADIAN PACIFIC KANSAS CITY | | COM | 294,857 | 296,922 | +2,065 | $23,156,608 | $25,692,842 | +$2,536,234 | 2026-08-14 |
|---|
| Q2 2026 | GIB
CGI INC | | CL A SUB VTG | 300,172 | 303,513 | +3,341 | $21,900,777 | $19,579,899 | -$2,320,878 | 2026-08-14 |
|---|
| Q2 2026 | ACM
AECOM | United States | COM | 139,066 | 141,526 | +2,460 | $11,795,578 | $9,878,515 | -$1,917,063 | 2026-08-14 |
|---|
| Q2 2026 | SARO
STANDARDAERO INC | United States | COM | 72,910 | 78,920 | +6,010 | $1,883,265 | $2,360,497 | +$477,232 | 2026-08-14 |
|---|
| Q2 2026 | JNJ
JOHNSON & JOHNSON | United States | COM | 42,257 | 42,477 | +220 | $10,329,301 | $10,787,884 | +$458,583 | 2026-08-14 |
|---|
| Q2 2026 | ATS
ATS CORPORATION | | COM | 154,077 | 160,392 | +6,315 | $4,334,141 | $4,614,233 | +$280,092 | 2026-08-14 |
|---|
| Q2 2026 | AMZN
AMAZON COM INC | United States | COM | 8,404 | 8,476 | +72 | $1,750,301 | $2,020,170 | +$269,869 | 2026-08-14 |
|---|
| Q2 2026 | DIS
DISNEY WALT CO | United States | COM | 126,012 | 128,813 | +2,801 | $12,145,037 | $12,398,251 | +$253,214 | 2026-08-14 |
|---|
| Q2 2026 | GM
GENERAL MTRS CO | United States | COM | 19,366 | 21,350 | +1,984 | $1,442,767 | $1,645,658 | +$202,891 | 2026-08-14 |
|---|
| Q2 2026 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 3,723 | 3,804 | +81 | $902,418 | $1,069,723 | +$167,305 | 2026-08-14 |
|---|
| Q2 2026 | CZR
CAESARS ENTERTAINMENT INC NE | United States | COM | 38,970 | 39,012 | +42 | $1,029,977 | $1,177,382 | +$147,405 | 2026-08-14 |
|---|
| Q2 2026 | DNOW
DNOW INC | United States | COM | 54,615 | 59,221 | +4,606 | $650,465 | $768,096 | +$117,631 | 2026-08-14 |
|---|
| Q2 2026 | LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 2,055 | 2,255 | +200 | $709,283 | $655,280 | -$54,003 | 2026-08-14 |
|---|
| Q2 2026 | GIL
GILDAN ACTIVEWEAR INC | | COM | 15,184 | 17,323 | +2,139 | $843,894 | $891,385 | +$47,491 | 2026-08-14 |
|---|
| Q2 2026 | MCK
MCKESSON CORP | United States | COM | 1,559 | 1,740 | +181 | $1,349,096 | $1,314,744 | -$34,352 | 2026-08-14 |
|---|
| Q1 2026 | CNQ
CANADIAN NAT RES LTD MED TER | | COM | 1,133,064 | 1,151,256 | +18,192 | $38,432,909 | $56,047,229 | +$17,614,320 | 2026-08-14 |
|---|
| Q1 2026 | GIB
CGI INC | | CL A SUB VTG | 292,490 | 300,172 | +7,682 | $27,055,218 | $21,900,777 | -$5,154,441 | 2026-08-14 |
|---|
| Q1 2026 | JPM
JPMORGAN CHASE & CO | United States | COM | 148,985 | 149,067 | +82 | $48,005,947 | $43,849,549 | -$4,156,398 | 2026-08-14 |
|---|
| Q1 2026 | ENB
ENBRIDGE INC | | COM | 337,687 | 351,363 | +13,676 | $16,182,170 | $19,008,741 | +$2,826,571 | 2026-08-14 |
|---|
| Q1 2026 | BCE
BCE INC | | COM NEW | 580,107 | 642,810 | +62,703 | $13,857,218 | $16,186,693 | +$2,329,475 | 2026-08-14 |
|---|
| Q1 2026 | JNJ
JOHNSON & JOHNSON | United States | COM | 38,683 | 42,257 | +3,574 | $8,005,447 | $10,329,301 | +$2,323,854 | 2026-08-14 |
|---|
| Q1 2026 | BMO
BANK MONTREAL MEDIUM | | COM | 385,029 | 386,109 | +1,080 | $50,073,996 | $52,192,164 | +$2,118,168 | 2026-08-14 |
|---|
| Q1 2026 | ACM
AECOM | United States | COM | 102,090 | 139,066 | +36,976 | $9,732,240 | $11,795,578 | +$2,063,338 | 2026-08-14 |
|---|
| Q1 2026 | CP
CANADIAN PACIFIC KANSAS CITY | | COM | 287,954 | 294,857 | +6,903 | $21,229,937 | $23,156,608 | +$1,926,671 | 2026-08-14 |
|---|
| Q1 2026 | BNS
BANK NOVA SCOTIA B C | | COM | 421,242 | 427,609 | +6,367 | $31,112,161 | $29,594,261 | -$1,517,900 | 2026-08-14 |
|---|
| Q1 2026 | MFC
MANULIFE FINL CORP | | COM | 460,702 | 465,948 | +5,246 | $16,752,800 | $16,018,529 | -$734,271 | 2026-08-14 |
|---|
| Q1 2026 | TD
TORONTO DOMINION BK ONT | | COM NEW | 569,504 | 570,949 | +1,445 | $53,750,939 | $53,215,937 | -$535,002 | 2026-08-14 |
|---|
| Q1 2026 | HPE
HEWLETT PACKARD ENTERPRISE C | United States | COM | 26,720 | 38,793 | +12,073 | $641,814 | $923,661 | +$281,847 | 2026-08-14 |
|---|
| Q1 2026 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 3,696 | 3,723 | +27 | $1,094,792 | $902,418 | -$192,374 | 2026-08-14 |
|---|
| Q1 2026 | ARMK
ARAMARK | United States | COM | 20,792 | 23,175 | +2,383 | $766,393 | $939,515 | +$173,122 | 2026-08-14 |
|---|
| Q1 2026 | CZR
CAESARS ENTERTAINMENT INC NE | United States | COM | 37,370 | 38,970 | +1,600 | $874,084 | $1,029,977 | +$155,893 | 2026-08-14 |
|---|
| Q1 2026 | AMZN
AMAZON COM INC | United States | COM | 7,044 | 8,404 | +1,360 | $1,625,897 | $1,750,301 | +$124,404 | 2026-08-14 |
|---|
| Q1 2026 | ATS
ATS CORPORATION | | COM | 153,037 | 154,077 | +1,040 | $4,221,749 | $4,334,141 | +$112,392 | 2026-08-14 |
|---|
| Q1 2026 | GIL
GILDAN ACTIVEWEAR INC | | COM | 12,081 | 15,184 | +3,103 | $756,186 | $843,894 | +$87,708 | 2026-08-14 |
|---|
| Q1 2026 | MCK
MCKESSON CORP | United States | COM | 1,538 | 1,559 | +21 | $1,261,606 | $1,349,096 | +$87,490 | 2026-08-14 |
|---|
| Q1 2026 | GM
GENERAL MTRS CO | United States | COM | 18,561 | 19,366 | +805 | $1,509,381 | $1,442,767 | -$66,614 | 2026-08-14 |
|---|
| Q1 2026 | SARO
STANDARDAERO INC | United States | COM | 63,475 | 72,910 | +9,435 | $1,820,463 | $1,883,265 | +$62,802 | 2026-08-14 |
|---|
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