Murchinson Ltd.

13F filer · CIK 0001838556

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$725MU.S. long equity reported on 13F

Positions4421 new · 28 closed

Net flow last quarter-$66.5MBuys minus sells

Top 10 positions weight18.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202644 positions
NNDMNano Dimension Ltd.	$27.3M	3.77%	9.00%	+21.1%	Q4 2021
GTLSChart Industries Inc	$25.2M	3.47%	0.25%	Not reported	Q1 2026
NWAXNew America Acquisition I Corp.	$22.8M	3.15%	Not reported	+195.3%	Q1 2026
CMCanadian Imperial Bank of Commerce	$12.7M	1.75%	0.01%	Not reported	Q3 2024
MCGAYorkville Acquisition Corp.	$10.2M	1.41%	Not reported	Not reported	Q3 2025
WBDWarner Bros. Discovery, Inc.	$8.8M	1.21%	0.01%	+10.0%	Q2 2022
PTHSPelthos Therapeutics Inc.	$8.6M	1.19%	8.18%	+2.7%	Q3 2025
BHFBrighthouse Financial, Inc.	$6.57M	0.91%	0.18%	+2673.8%	Q1 2026
ORMPOramed Pharmaceuticals Inc.	$6.21M	0.86%	3.12%	-1.9%	Q4 2023
MRVLMarvell Technology, Inc.	$5.96M	0.82%	0.00%	New	Q2 2026
AUBAtlantic Union Bankshares Corp	$4.52M	0.62%	0.08%	Not reported	Q1 2025
TRLVTrulieve Cannabis Corp.	$3.49M	0.48%	0.18%	New	Q2 2026
SKMSK Telecom Co Ltd	$3.22M	0.44%	0.05%	New	Q2 2026
TRPTC Energy Corp	$2.54M	0.35%	Not reported	Not reported	Q4 2021
FTSFortis Inc.	$2.03M	0.28%	0.01%	New	Q2 2026
BRUNBoost Run Inc.	$2.02M	0.28%	5200000.00%	New	Q2 2026
IMOImperial Oil Ltd	$1.96M	0.27%	0.00%	Not reported	Q1 2022
CPCanadian Pacific Kansas City Ltd	$1.94M	0.27%	0.00%	Not reported	Q3 2024
NTRNutrien Ltd.	$1.74M	0.24%	0.00%	-95.8%	Q3 2025
TDAYUSA TODAY Co., Inc.	$1.71M	0.24%	0.14%	-37.5%	Q2 2024
CNQCANADIAN NATURAL RESOURCES Ltd	$1.61M	0.22%	0.00%	Not reported	Q3 2024
PBAPembina Pipeline Corp	$1.16M	0.16%	0.00%	New	Q2 2026
CNICanadian National Railway Co	$970K	0.13%	0.00%	-50.5%	Q1 2023
BAMBrookfield Asset Management Ltd.	$849K	0.12%	Not reported	New	Q2 2026
ENBEnbridge Inc	$821K	0.11%	0.00%	Not reported	Q3 2024
AIFFFirefly Neuroscience, Inc.	$787K	0.11%	4.14%	New	Q2 2026
SUSuncor Energy Inc	$702K	0.10%	0.00%	New	Q2 2026
NWBINorthwest Bancshares, Inc.	$455K	0.06%	0.02%	Not reported	Q3 2025
CAECae Inc	$376K	0.05%	0.00%	New	Q2 2026
DALDelta Air Lines, Inc.	$375K	0.05%	0.00%	New	Q2 2026
EROCERock, Inc.	$363K	0.05%	Not reported	New	Q2 2026
BNBROOKFIELD Corp	$325K	0.04%	Not reported	Not reported	Q3 2024
IMXIInternational Money Express, Inc.	$314K	0.04%	0.07%	Not reported	Q1 2026
DBRGDigitalBridge Group, Inc.	$252K	0.03%	0.01%	Not reported	Q1 2026
NWENorthWestern Energy Group, Inc.	$251K	0.03%	0.01%	Not reported	Q1 2026
CCOClear Channel Outdoor Holdings, Inc.	$244K	0.03%	0.02%	Not reported	Q1 2026
EIXEdison International	$223K	0.03%	0.00%	Not reported	Q1 2026
TWOTwo Harbors Investment Corp.	$211K	0.03%	Not reported	Not reported	Q1 2026
EXYNWExyn Technologies, Inc.	$172K	0.02%	Not reported	New	Q2 2026
GENVRGen Digital Inc.	$141K	0.02%	Not reported	Not reported	Q2 2025
XAIRBeyond Air, Inc.	$122K	0.02%	36.88%	-16.9%	Q1 2026
LNSRLENSAR, Inc.	$75.5K	0.01%	0.11%	-63.8%	Q4 2025
CVUCpi Aerostructures Inc	$73.6K	0.01%	0.11%	Not reported	Q1 2026
VBIOValion Bio, Inc.	$59.8K	0.01%	2.77%	New	Q2 2026
Q1 2026Reported May 15, 202651 positions
SOBOSouth Bow Corp	$57.5M	7.27%	0.83%	Not reported	Q1 2025
NTRNutrien Ltd.	$49.8M	6.29%	0.12%	Not reported	Q3 2025
NNDMNano Dimension Ltd.	$26.4M	3.34%	7.48%	Not reported	Q4 2021
GTLSChart Industries Inc	$24.9M	3.15%	0.25%	New	Q1 2026
RYRoyal Bank of Canada	$12.2M	1.54%	0.01%	Not reported	Q1 2022
MCGAYorkville Acquisition Corp.	$10.1M	1.28%	Not reported	Not reported	Q3 2025
WBDWarner Bros. Discovery, Inc.	$8.24M	1.04%	0.01%	Not reported	Q2 2022
NWAXNew America Acquisition I Corp.	$7.84M	0.99%	Not reported	New	Q1 2026
PTHSPelthos Therapeutics Inc.	$6.23M	0.79%	8.79%	+2.4%	Q3 2025
ORMPOramed Pharmaceuticals Inc.	$4.47M	0.57%	3.21%	-1.9%	Q4 2023
AUBAtlantic Union Bankshares Corp	$3.82M	0.48%	0.08%	Not reported	Q1 2025
SUNCSunocoCorp LLC	$3.61M	0.46%	0.11%	-81.6%	Q4 2025
BMOBank of Montreal	$2.71M	0.34%	0.00%	+50.2%	Q3 2022
KVUEKenvue Inc.	$2.59M	0.33%	0.01%	Not reported	Q3 2023
TDAYUSA TODAY Co., Inc.	$2.26M	0.29%	0.22%	-23.8%	Q2 2024
CNICanadian National Railway Co	$1.69M	0.21%	0.00%	Not reported	Q1 2023
SLViShares Silver Trust	$1.02M	0.13%	0.00%	New	Q1 2026
ATKRAtkore Inc.	$884K	0.11%	0.04%	New	Q1 2026
UAUnder Armour, Inc.	$869K	0.11%	Not reported	New	Q1 2026
FNVFRANCO NEVADA Corp	$782K	0.10%	0.00%	New	Q1 2026
NWBINorthwest Bancshares, Inc.	$381K	0.05%	0.02%	Not reported	Q3 2025
IMXIInternational Money Express, Inc.	$343K	0.04%	0.07%	New	Q1 2026
IXHLIncannex Healthcare Inc.	$312K	0.04%	0.76%	New	Q1 2026
EHABEnhabit, Inc.	$249K	0.03%	0.03%	New	Q1 2026
BLFYBlue Foundry Bancorp	$249K	0.03%	0.10%	New	Q1 2026
DBRGDigitalBridge Group, Inc.	$247K	0.03%	0.01%	New	Q1 2026
PRAProassurance Corp	$245K	0.03%	0.02%	New	Q1 2026
CSGSCSG Systems International Inc	$245K	0.03%	0.01%	New	Q1 2026
ONTFOn24 Inc.	$244K	0.03%	0.07%	New	Q1 2026
FOLDAmicus Therapeutics, Inc.	$241K	0.03%	0.01%	New	Q1 2026
GLDDGreat Lakes Dredge & Dock Corporation	$241K	0.03%	0.02%	New	Q1 2026
DHILDiamond Hill Investment Group Inc	$241K	0.03%	0.05%	New	Q1 2026
ALSumisho Air Lease Corporation	$240K	0.03%	0.00%	New	Q1 2026
SEMRSemrush Holdings, Inc.	$240K	0.03%	0.09%	New	Q1 2026
SEESealed Air Corp	$240K	0.03%	0.00%	New	Q1 2026
VREVeris Residential, Inc.	$240K	0.03%	Not reported	New	Q1 2026
CTLPCantaloupe, Inc.	$239K	0.03%	Not reported	New	Q1 2026
CCOClear Channel Outdoor Holdings, Inc.	$239K	0.03%	0.02%	New	Q1 2026
CWANClearwater Analytics Holdings, Inc.	$237K	0.03%	Not reported	New	Q1 2026
TPHTri Pointe Homes, Inc.	$234K	0.03%	0.01%	New	Q1 2026
HTBKHeritage Commerce Corp	$232K	0.03%	0.03%	New	Q1 2026
NWENorthWestern Energy Group, Inc.	$231K	0.03%	0.01%	New	Q1 2026
XAIRBeyond Air, Inc.	$228K	0.03%	55.96%	New	Q1 2026
BHFBrighthouse Financial, Inc.	$224K	0.03%	0.01%	New	Q1 2026
EIXEdison International	$220K	0.03%	0.00%	New	Q1 2026
UDMYUdemy, Inc.	$219K	0.03%	0.03%	New	Q1 2026
LNSRLENSAR, Inc.	$218K	0.03%	0.30%	+17.5%	Q4 2025
VNDAVanda Pharmaceuticals Inc.	$207K	0.03%	0.05%	New	Q1 2026
TWOTwo Harbors Investment Corp.	$194K	0.02%	Not reported	New	Q1 2026
CVUCpi Aerostructures Inc	$55.6K	0.01%	0.11%	New	Q1 2026

Q4 2025Reported Feb 17, 202637 positions
TRPTC Energy Corp	$54.1M	8.71%	Not reported	-75.7%	Q4 2021
NNDMNano Dimension Ltd.	$23.9M	3.85%	7.21%	Not reported	Q4 2021
SUNCSunocoCorp LLC	$15.7M	2.52%	Not reported	New	Q4 2025
MCGAYorkville Acquisition Corp.	$10.1M	1.63%	Not reported	Not reported	Q3 2025
PTHSPelthos Therapeutics Inc.	$8.97M	1.44%	8.95%	+3.4%	Q3 2025
DAYDayforce, Inc.	$6.94M	1.12%	0.06%	New	Q4 2025
RKTRocket Companies, Inc.	$5.81M	0.93%	Not reported	New	Q4 2025
NFLXNetflix Inc	$4.69M	0.75%	0.00%	New	Q4 2025
CLSTCatalyst Bancorp, Inc.	$4.08M	0.66%	6.36%	Not reported	Q4 2024
ORMPOramed Pharmaceuticals Inc.	$3.82M	0.61%	3.41%	-23.5%	Q4 2023
AUBAtlantic Union Bankshares Corp	$3.77M	0.61%	0.08%	Not reported	Q1 2025
GILGildan Activewear Inc.	$3.19M	0.51%	0.03%	Not reported	Q2 2024
KVUEKenvue Inc.	$2.59M	0.42%	0.01%	Not reported	Q3 2023
TDAYUSA TODAY Co., Inc.	$2.16M	0.35%	0.29%	-16.0%	Q2 2024
TASKTaskUs, Inc.	$1.99M	0.32%	Not reported	-3.3%	Q3 2025
BMOBank of Montreal	$1.73M	0.28%	0.00%	Not reported	Q3 2022
ABUSArbutus Biopharma Corp	$1.32M	0.21%	0.14%	+37.5%	Q3 2025
WOLFWolfspeed, Inc.	$863K	0.14%	0.18%	-36.0%	Q3 2025
GENVRGen Digital Inc.	$504K	0.08%	Not reported	Not reported	Q2 2025
LNSRLENSAR, Inc.	$362K	0.06%	0.26%	New	Q4 2025
NWBINorthwest Bancshares, Inc.	$360K	0.06%	0.02%	Not reported	Q3 2025
SPIRSpire Global, Inc.	$300K	0.05%	Not reported	+60.0%	Q3 2021
BARKBark, Inc.	$295K	0.05%	0.28%	Not reported	Q2 2021
CWHCamping World Holdings, Inc.	$292K	0.05%	Not reported	New	Q4 2025
APREAprea Therapeutics, Inc.	$290K	0.05%	4.15%	New	Q4 2025
TVATexas Ventures Acquisition III Corp	$266K	0.04%	Not reported	New	Q4 2025
ENBEnbridge Inc	$246K	0.04%	0.00%	Not reported	Q3 2024
RPTRithm Property Trust Inc.	$199K	0.03%	0.16%	0.0%	Q4 2024
ENVXEnovix Corp	$183K	0.03%	0.01%	+92.3%	Q4 2024
PLCEChildrens Place, Inc.	$171K	0.03%	0.19%	+7.5%	Q1 2025
WENWendy's Co	$150K	0.02%	0.01%	New	Q4 2025
CIOCity Office REIT, Inc.	$101K	0.02%	0.04%	New	Q4 2025
EBEventbrite, Inc.	$100K	0.02%	0.02%	New	Q4 2025
DENNDENNY'S Corp	$99.5K	0.02%	0.03%	New	Q4 2025
BYNDBeyond Meat, Inc.	$86.1K	0.01%	0.02%	New	Q4 2025
PEWGrabAGun Digital Holdings Inc.	$45.2K	0.01%	0.05%	New	Q4 2025
OPADOfferpad Solutions Inc.	$14.5K	0.00%	0.03%	New	Q4 2025
Q3 2025Reported Nov 14, 202546 positions
TRPTC Energy Corp	$220M	27.96%	Not reported	Not reported	Q4 2021
NTRNutrien Ltd.	$123M	15.55%	0.26%	New	Q3 2025
SPYSPDR S&P 500 ETF Trust	$65M	8.24%	Not reported	Not reported	Q3 2022
NNDMNano Dimension Ltd.	$24.4M	3.10%	7.21%	Not reported	Q4 2021
COOPCooperative Bankshares Inc	$11.5M	1.46%	Not reported	+205.1%	Q2 2025
MCGAYorkville Acquisition Corp.	$10.7M	1.35%	Not reported	New	Q3 2025
VALEVale S.A.	$9.71M	1.23%	0.03%	Not reported	Q3 2024
PTHSPelthos Therapeutics Inc.	$7.84M	0.99%	9.06%	New	Q3 2025
ORMPOramed Pharmaceuticals Inc.	$4.62M	0.59%	4.29%	Not reported	Q4 2023
AUBAtlantic Union Bankshares Corp	$3.77M	0.48%	0.08%	Not reported	Q1 2025
TASKTaskUs, Inc.	$3.11M	0.40%	Not reported	New	Q3 2025
YPFYpf Sociedad Anonima	$2.43M	0.31%	0.03%	Not reported	Q4 2023
WOLFWolfspeed, Inc.	$2.21M	0.28%	0.05%	New	Q3 2025
TDAYUSA TODAY Co., Inc.	$2.07M	0.26%	0.34%	-7.4%	Q2 2024
SRDXSurmodics Inc	$1.58M	0.20%	0.37%	+0.2%	Q3 2024
SPRSpirit AeroSystems Holdings, Inc.	$1.54M	0.20%	0.03%	-20.0%	Q1 2025
MBXMBX Biosciences, Inc.	$1.4M	0.18%	0.18%	New	Q3 2025
EMSmart Share Global Ltd	$1.35M	0.17%	1.35%	New	Q3 2025
IAGIamgold Corp	$1.29M	0.16%	0.02%	New	Q3 2025
ABUSArbutus Biopharma Corp	$908K	0.12%	0.10%	New	Q3 2025
GENVRGen Digital Inc.	$824K	0.10%	Not reported	Not reported	Q2 2025
RAMPLiveRamp Holdings, Inc.	$814K	0.10%	0.05%	New	Q3 2025
KLARKlarna Group plc	$733K	0.09%	Not reported	New	Q3 2025
PERIPerion Network Ltd.	$684K	0.09%	0.16%	Not reported	Q1 2025
STAAStaar Surgical Co	$672K	0.09%	0.05%	New	Q3 2025
ADURAduro Clean Technologies Inc.	$595K	0.08%	0.15%	New	Q3 2025
HUTHut 8 Corp.	$522K	0.07%	0.01%	New	Q3 2025
FTEKFuel Tech, Inc.	$450K	0.06%	0.48%	New	Q3 2025
BARKBark, Inc.	$407K	0.05%	0.29%	+19.5%	Q2 2021
LEXXLexaria Bioscience Corp.	$400K	0.05%	2.15%	New	Q3 2025
HTZHertz Global Holdings, Inc	$391K	0.05%	0.02%	+41.0%	Q2 2025
NWBINorthwest Bancshares, Inc.	$372K	0.05%	0.02%	New	Q3 2025
OPENOpendoor Technologies Inc.	$335K	0.04%	0.01%	New	Q3 2025
STKESOL Strategies Inc.	$294K	0.04%	Not reported	New	Q3 2025
SPIRSpire Global, Inc.	$275K	0.03%	Not reported	Not reported	Q3 2021
PLCEChildrens Place, Inc.	$248K	0.03%	0.18%	-33.3%	Q1 2025
MBBCMarathon Bancorp, Inc.	$238K	0.03%	0.78%	0.0%	Q2 2025
CGCCanopy Growth Corp	$219K	0.03%	0.05%	Not reported	Q2 2025
VTLEVital Energy, Inc.	$204K	0.03%	0.03%	New	Q3 2025
RPTRithm Property Trust Inc.	$181K	0.02%	0.16%	Not reported	Q4 2024
ENVXEnovix Corp	$130K	0.02%	0.01%	-64.9%	Q4 2024
HBIHanesbrands Inc.	$105K	0.01%	0.00%	New	Q3 2025
AVDXAvidXchange Holdings, Inc.	$100K	0.01%	0.00%	New	Q3 2025
PHLTPerformant Healthcare, Inc.	$100K	0.01%	Not reported	New	Q3 2025
WOWWideOpenWest, Inc.	$100K	0.01%	0.02%	New	Q3 2025
VMEOVimeo, Inc.	$100K	0.01%	Not reported	New	Q3 2025

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