Delaney Capital Management Ltd. quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Delaney Capital Management Ltd. opened 2 positions, added to 16, reduced 27, sold out of 2 and left 8 unchanged. The largest increase in value was BMO (+$11,449,968); the largest decrease was BCE (-$15,782,513).
- JPM: Country of operation United States; Class COM; Shares 2026-03-31 149,067; Shares 2026-06-30 152,800.
- CP: Country of operation —; Class COM; Shares 2026-03-31 294,857; Shares 2026-06-30 296,922.
- GIB: Country of operation —; Class CL A SUB VTG; Shares 2026-03-31 300,172; Shares 2026-06-30 303,513.
- ACM: Country of operation United States; Class COM; Shares 2026-03-31 139,066; Shares 2026-06-30 141,526.
Two Form 13F-HR filings compared (SEC CIK 2140766): 2026-03-31 (filed 2026-08-14) and 2026-06-30 (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; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 149,067 | 152,800 | +3,733 | $43,849,549 | $50,016,024 | +$6,166,475 |
|---|
CP
CANADIAN PACIFIC KANSAS CITY | | COM | 294,857 | 296,922 | +2,065 | $23,156,608 | $25,692,842 | +$2,536,234 |
|---|
GIB
CGI INC | | CL A SUB VTG | 300,172 | 303,513 | +3,341 | $21,900,777 | $19,579,899 | -$2,320,878 |
|---|
ACM
AECOM | United States | COM | 139,066 | 141,526 | +2,460 | $11,795,578 | $9,878,515 | -$1,917,063 |
|---|
SARO
STANDARDAERO INC | United States | COM | 72,910 | 78,920 | +6,010 | $1,883,265 | $2,360,497 | +$477,232 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 42,257 | 42,477 | +220 | $10,329,301 | $10,787,884 | +$458,583 |
|---|
ATS
ATS CORPORATION | | COM | 154,077 | 160,392 | +6,315 | $4,334,141 | $4,614,233 | +$280,092 |
|---|
AMZN
AMAZON COM INC | United States | COM | 8,404 | 8,476 | +72 | $1,750,301 | $2,020,170 | +$269,869 |
|---|
DIS
DISNEY WALT CO | United States | COM | 126,012 | 128,813 | +2,801 | $12,145,037 | $12,398,251 | +$253,214 |
|---|
GM
GENERAL MTRS CO | United States | COM | 19,366 | 21,350 | +1,984 | $1,442,767 | $1,645,658 | +$202,891 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 3,723 | 3,804 | +81 | $902,418 | $1,069,723 | +$167,305 |
|---|
CZR
CAESARS ENTERTAINMENT INC NE | United States | COM | 38,970 | 39,012 | +42 | $1,029,977 | $1,177,382 | +$147,405 |
|---|
DNOW
DNOW INC | United States | COM | 54,615 | 59,221 | +4,606 | $650,465 | $768,096 | +$117,631 |
|---|
LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 2,055 | 2,255 | +200 | $709,283 | $655,280 | -$54,003 |
|---|
GIL
GILDAN ACTIVEWEAR INC | | COM | 15,184 | 17,323 | +2,139 | $843,894 | $891,385 | +$47,491 |
|---|
MCK
MCKESSON CORP | United States | COM | 1,559 | 1,740 | +181 | $1,349,096 | $1,314,744 | -$34,352 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |