Murchinson Ltd.
Murchinson Ltd. reported 125 holdings worth US$725M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Murchinson Ltd. reported 125 holdings worth US$725M as of Jun 30, 2026. Largest: Chart Industries, Inc., New America Acquisition I Corp. and Canadian Imperial Bank Of Commerce. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 125
- Value as reported
- US$725M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Chart Industries, Inc. | 121K | US$25.2M | 3.5% |
| New America Acquisition I Corp. | 1.48M | US$15M | 2.1% |
| Canadian Imperial Bank Of Commerce | 110K | US$12.7M | 1.7% |
| Yorkville Acquisition Corp. | 1M | US$10.2M | 1.4% |
| Warner Bros. Discovery, Inc. - Series A | 330K | US$8.8M | 1.2% |
| Pelthos Therapeutics Inc. | 304K | US$8.6M | 1.2% |
| Brighthouse Financial, Inc. | 104K | US$6.57M | 0.91% |
| Oramed Pharmaceuticals Inc. | 1.29M | US$6.21M | 0.86% |
| Marvell Technology, Inc. | 20,000 | US$5.96M | 0.82% |
| Atlantic Union Bankshares Corporation | 107K | US$4.52M | 0.62% |
| Trulieve Cannabis Corp. | 355K | US$3.49M | 0.48% |
| Sk Telecom Co., Ltd. | 100K | US$3.22M | 0.44% |
| Tc Energy Corporation | 38,367 | US$2.54M | 0.35% |
| Fortis Inc. | 35,433 | US$2.03M | 0.28% |
| Boost Run Inc. | 52,000 | US$2.02M | 0.28% |
| Imperial Oil Limited | 17,512 | US$1.96M | 0.27% |
| Canadian Pacific Kansas City Limited | 22,357 | US$1.94M | 0.27% |
| Nutrien Ltd. | 27,631 | US$1.74M | 0.24% |
| Usa Today Co., Inc. | 200K | US$1.71M | 0.24% |
| Canadian Natural Resources Limited | 40,635 | US$1.61M | 0.22% |
| Pembina Pipeline Corporation | 25,038 | US$1.16M | 0.16% |
| Canadian National Railway Company | 8,135 | US$970K | 0.13% |
| Brookfield Asset Management Inc | 18,924 | US$849K | 0.12% |
| Enbridge Inc. | 15,141 | US$821K | 0.11% |
| Firefly Neuroscience, Inc. | 650K | US$787K | 0.11% |
| Suncor Energy Inc. | 13,076 | US$702K | 0.10% |
| Northwest Bancshares, Inc. | 30,000 | US$455K | 0.06% |
| Cae Inc. | 15,021 | US$376K | 0.05% |
| Delta Air Lines, Inc. | 4,000 | US$375K | 0.05% |
| Erock, Inc. | 25,000 | US$363K | 0.05% |
| Brookfield Corporation | 7,638 | US$325K | 0.04% |
| International Money Express, Inc. | 21,700 | US$314K | 0.04% |
| Digitalbridge Group, Inc. | 16,000 | US$252K | 0.03% |
| Northwestern Energy Group, Inc. | 3,500 | US$251K | 0.03% |
| Stellar Bancorp, Inc. | 6,300 | US$248K | 0.03% |
| Clear Channel Outdoor Holdings, Inc. | 101K | US$244K | 0.03% |
| Edison International | 3,000 | US$223K | 0.03% |
| Two Harbors Investment Corp | 17,000 | US$211K | 0.03% |
| Beyond Air, Inc. | 274K | US$122K | 0.02% |
| Lensar, Inc. | 13,223 | US$75,503 | 0.01% |
| Cpi Aerostructures, Inc. | 14,178 | US$73,584 | 0.01% |
| Valion Bio, Inc. | 115K | US$59,789 | <0.01% |
| Incannex Healthcare Inc. | 0 | US$0 | 0.00% |
| Kenvue Inc. | 0 | US$0 | 0.00% |
| Osisko Gold Group Inc. | 0 | US$0 | 0.00% |
| Proassurance Corporation | 0 | US$0 | 0.00% |
| Royal Bank Of Canada | 0 | US$0 | 0.00% |
| South Bow Corp | 0 | US$0 | 0.00% |
| Sunococorp Llc | 0 | US$0 | 0.00% |
| Tri Pointe Homes, Inc. | 0 | US$0 | 0.00% |
| Udemy, Inc. | 0 | US$0 | 0.00% |
| Under Armour, Inc. | 0 | US$0 | 0.00% |
| Vanda Pharmaceuticals Inc. | 0 | US$0 | 0.00% |
| Veris Residential, Inc. | 0 | US$0 | 0.00% |
| Air Lease Corporation Class A | 0 | US$0 | 0.00% |
| Atkore Inc. | 0 | US$0 | 0.00% |
| Bank Of Montreal | 0 | US$0 | 0.00% |
| Cantaloupe, Inc. | 0 | US$0 | 0.00% |
| Clearwater Analytics Holdings, Inc. | 0 | US$0 | 0.00% |
| Csg Systems International, Inc. | 0 | US$0 | 0.00% |
| Enhabit, Inc. | 0 | US$0 | 0.00% |
| Franco-nevada Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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