Delaney Capital Management Ltd. quarter change: USA Stocks, Reduced
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).
- BCE: Country of operation —; Class COM NEW; Shares 2026-03-31 642,810; Shares 2026-06-30 18,800.
- WPM: Country of operation —; Class COM; Shares 2026-03-31 609,095; Shares 2026-06-30 606,752.
- BMO: Country of operation —; Class COM; Shares 2026-03-31 386,109; Shares 2026-06-30 360,775.
- TD: Country of operation —; Class COM NEW; Shares 2026-03-31 570,949; Shares 2026-06-30 529,495.
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 |
|---|
BCE
BCE INC | | COM NEW | 642,810 | 18,800 | -624,010 | $16,186,693 | $404,180 | -$15,782,513 |
|---|
WPM
WHEATON PRECIOUS METALS CORP | | COM | 609,095 | 606,752 | -2,343 | $79,791,052 | $68,121,896 | -$11,669,156 |
|---|
BMO
BANK MONTREAL MEDIUM | | COM | 386,109 | 360,775 | -25,334 | $52,192,164 | $63,642,132 | +$11,449,968 |
|---|
TD
TORONTO DOMINION BK ONT | | COM NEW | 570,949 | 529,495 | -41,454 | $53,215,937 | $64,254,833 | +$11,038,896 |
|---|
CNQ
CANADIAN NAT RES LTD MED TER | | COM | 1,151,256 | 1,148,627 | -2,629 | $56,047,229 | $45,363,087 | -$10,684,142 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 147,017 | 137,459 | -9,558 | $42,276,209 | $49,123,723 | +$6,847,514 |
|---|
RY
ROYAL BK CDA | | COM | 157,722 | 154,799 | -2,923 | $25,445,529 | $31,992,520 | +$6,546,991 |
|---|
BNS
BANK NOVA SCOTIA B C | | COM | 427,609 | 415,388 | -12,221 | $29,594,261 | $36,034,397 | +$6,440,136 |
|---|
FDX
FEDEX CORP | United States | COM | 60,953 | 59,025 | -1,928 | $21,710,240 | $18,482,498 | -$3,227,742 |
|---|
TMUS
T-MOBILE US INC | United States | COM | 65,494 | 63,719 | -1,775 | $13,755,705 | $10,687,588 | -$3,068,117 |
|---|
MFC
MANULIFE FINL CORP | | COM | 465,948 | 454,736 | -11,212 | $16,018,529 | $18,407,048 | +$2,388,519 |
|---|
AAUC
ALLIED GOLD CORP | Canada | COM NEW | 274,840 | 270,830 | -4,010 | $8,502,117 | $6,422,921 | -$2,079,196 |
|---|
TECK
TECK RESOURCES LTD | | CL B | 291,841 | 281,119 | -10,722 | $15,095,585 | $16,710,853 | +$1,615,268 |
|---|
CRL
CHARLES RIV LABS INTL INC | United States | COM | 12,013 | 4,335 | -7,678 | $2,072,243 | $983,135 | -$1,089,108 |
|---|
TFPM
TRIPLE FLAG PRECIOUS METAL | | COM | 146,739 | 145,699 | -1,040 | $5,084,650 | $4,356,615 | -$728,035 |
|---|
GFL
GFL ENVIRONMENTAL INC | | SUB VTG SHS | 77,646 | 76,976 | -670 | $3,232,511 | $2,824,981 | -$407,530 |
|---|
ARMK
ARAMARK | United States | COM | 23,175 | 23,159 | -16 | $939,515 | $1,317,747 | +$378,232 |
|---|
HPE
HEWLETT PACKARD ENTERPRISE C | United States | COM | 38,793 | 27,810 | -10,983 | $923,661 | $1,254,509 | +$330,848 |
|---|
CM
CANADIAN IMPERIAL BANK OF CO | | COM | 16,546 | 16,346 | -200 | $1,564,979 | $1,878,697 | +$313,718 |
|---|
ORCL
ORACLE CORP | United States | COM | 105,504 | 104,627 | -877 | $15,520,693 | $15,333,087 | -$187,606 |
|---|
ENB
ENBRIDGE INC | | COM | 351,363 | 349,039 | -2,324 | $19,008,741 | $18,891,337 | -$117,404 |
|---|
AAPL
APPLE INC | United States | COM | 3,635 | 3,535 | -100 | $922,527 | $1,022,888 | +$100,361 |
|---|
EPRX
EUPRAXIA PHARMACEUTICALS INC | | COM | 119,400 | 117,200 | -2,200 | $860,016 | $767,862 | -$92,154 |
|---|
TU
TELUS CORPORATION | | COM | 28,730 | 27,600 | -1,130 | $368,529 | $291,344 | -$77,185 |
|---|
SLSR
SOLARIS RES INC | Switzerland | COM NEW | 54,000 | 48,900 | -5,100 | $465,270 | $410,540 | -$54,730 |
|---|
BN
BROOKFIELD CORP | | CL A LTD VT SH | 9,367 | 8,012 | -1,355 | $378,806 | $341,173 | -$37,633 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 1,105 | 1,084 | -21 | $409,038 | $404,354 | -$4,684 |
|---|
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