EdgeMarket › What Murchinson Ltd. reported owning
What Murchinson Ltd. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
791.1MPositions
95Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SOBO South Bow Corp | 57.5M | 7.3% | 1.7M | 37.72 | +34.3% |
| NTR Nutrien Ltd. | 49.8M | 6.3% | 659.5K | 75.27 | +32.0% |
| NNDM Nano Dimension Ltd. | 26.4M | 3.3% | 15.6M | 1.54 | +13.2% |
| unmapped CUSIP 16115Q308 | 24.9M | 3.2% | 120.5K | — | — |
| RY ROYAL BANK OF CANADA | 12.2M | 1.5% | 75.2K | 205.23 | +50.4% |
| MCGA Yorkville Acquisition Corp. | 10.1M | 1.3% | 1.0M | 10.29 | -2.9% |
| WBD Warner Bros. Discovery, Inc. | 8.2M | 1.0% | 300.0K | 28.55 | +147.4% |
| unmapped CUSIP 023634207 | 7.8M | 1.0% | 755.1K | — | — |
| PTHS Pelthos Therapeutics Inc. | 6.2M | 0.8% | 296.3K | 25.51 | +19.1% |
| GDXJ VanEck Junior Gold Miners ETF | 4.5M | 0.6% | 37.5K | 132.59 | +80.9% |
| ORMP ORAMED PHARMACEUTICALS INC. | 4.5M | 0.6% | 1.3M | 4.81 | +132.4% |
| AUB Atlantic Union Bankshares Corp | 3.8M | 0.5% | 106.9K | 41.15 | +22.3% |
| SUNC SunocoCorp LLC | 3.6M | 0.5% | 58.5K | 77.26 | — |
| MSOS AdvisorShares Pure US Cannabis ETF | 3.5M | 0.4% | 999.9K | 4.96 | +4.6% |
| BMO BANK OF MONTREAL /CAN/ | 2.7M | 0.3% | 20.0K | 174.43 | +54.7% |
| KVUE Kenvue Inc. | 2.6M | 0.3% | 150.0K | 19.06 | -11.9% |
| TDAY USA TODAY Co., Inc. | 2.3M | 0.3% | 320.0K | 6.47 | +60.9% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 2.0M | 0.3% | 21.8K | 91.60 | -0.1% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 2.0M | 0.3% | 19.9K | 100.63 | +0.0% |
| CNI CANADIAN NATIONAL RAILWAY CO | 1.7M | 0.2% | 16.4K | 129.84 | +38.4% |
| SLV iShares Silver Trust | 1.0M | 0.1% | 15.0K | 62.72 | +82.2% |
| ATKR Atkore Inc. | 883.6K | 0.1% | 15.0K | 93.60 | +65.1% |
| UA Under Armour, Inc. | 868.5K | 0.1% | 150.0K | 5.24 | +4.2% |
| FNV FRANCO NEVADA Corp | 781.7K | 0.1% | 3.2K | 265.74 | +49.0% |
| unmapped CUSIP 68828E809 | 650.0K | 0.1% | 200.0K | — | — |
| NWBI Northwest Bancshares, Inc. | 380.7K | 0.0% | 30.0K | 15.42 | +27.5% |
| IMXI International Money Express, Inc. | 342.9K | 0.0% | 21.7K | 14.12 | -2.9% |
| IXHL Incannex Healthcare Inc. | 312.3K | 0.0% | 104.1K | 3.57 | -70.6% |
| unmapped CUSIP 531229AP7 | 259.9K | 0.0% | 250.0K | — | — |
| unmapped CUSIP G4474Y214 | 256.9K | 0.0% | 5.0K | — | — |
| unmapped CUSIP 29332G102 | 249.4K | 0.0% | 17.7K | — | — |
| unmapped CUSIP 09549B104 | 248.9K | 0.0% | 18.8K | — | — |
| DBRG DigitalBridge Group, Inc. | 246.7K | 0.0% | 16.0K | 15.93 | +41.1% |
| unmapped CUSIP 74267C106 | 244.7K | 0.0% | 9.9K | — | — |
| unmapped CUSIP 126349109 | 244.6K | 0.0% | 3.1K | — | — |
| unmapped CUSIP 68339B104 | 243.8K | 0.0% | 30.1K | — | — |
| unmapped CUSIP 68278B107 | 242.4K | 0.0% | 10.1K | — | — |
| unmapped CUSIP 03152W109 | 241.5K | 0.0% | 16.7K | — | — |
| unmapped CUSIP 390607109 | 241.4K | 0.0% | 14.2K | — | — |
| unmapped CUSIP 25264R207 | 240.9K | 0.0% | 1.4K | — | — |
| unmapped CUSIP 00912X302 | 240.3K | 0.0% | 3.7K | — | — |
| unmapped CUSIP 81686C104 | 240.0K | 0.0% | 20.1K | — | — |
| unmapped CUSIP 81211K100 | 239.7K | 0.0% | 5.7K | — | — |
| unmapped CUSIP 554489104 | 239.6K | 0.0% | 12.7K | — | — |
| unmapped CUSIP 138103106 | 238.9K | 0.0% | 22.1K | — | — |
| CCO Clear Channel Outdoor Holdings, Inc. | 238.9K | 0.0% | 100.8K | 2.38 | +96.7% |
| unmapped CUSIP 185123106 | 236.5K | 0.0% | 10.0K | — | — |
| unmapped CUSIP 87265H109 | 233.7K | 0.0% | 5.0K | — | — |
| unmapped CUSIP 426927109 | 232.1K | 0.0% | 18.6K | — | — |
| NWE NorthWestern Energy Group, Inc. | 230.8K | 0.0% | 3.5K | 69.45 | +20.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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