Investor
Murchinson Ltd.
CIK 0001838556 · filed 2026-05-15 · SEC filing
13F book
$791.1M
Positions
60
47 new · 28 sold
Largest name
7.3%
South Bow Corp · SOBO
Est. mark
−$23.8M
Price effect on 13 names still held. Flow $86.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| South Bow Corp | SOBO | 1.73M | $57.5M | 7.3% | — | New |
| Nutrien Ltd. | NTR | 659.5K | $49.8M | 6.3% | — | New |
| Nano Dimension Ltd. | NNDM | 15.6M | $26.4M | 3.3% | $2.49M | Held |
| Chart Inds Inc | — | 120.5K | $24.9M | 3.1% | — | New |
| Royal Bk Cda | — | 75.2K | $12.2M | 1.5% | — | New |
| Yorkville Acquisition Corp. | — | 1M | $10.1M | 1.3% | −$20K | Held |
| Warner Bros. Discovery, Inc. | WBD | 300K | $8.24M | 1.0% | — | New |
| New Amer Acquisition I Corp | — | 755.1K | $7.84M | 1.0% | — | New |
| Pelthos Therapeutics Inc. | PTHS | 296.3K | $6.23M | 0.8% | −$2.89M | Added−$2.75M |
| Vaneck Etf Trust | — | 37.5K | $4.5M | 0.6% | — | New |
| Oramed Pharmaceuticals Inc. | ORMP | 1.32M | $4.47M | 0.6% | $723.4K | Cut$652.3K |
| Atlantic Un Bankshares Corp | — | 106.9K | $3.82M | 0.5% | $47K | Held |
| Sunococorp Llc | SUNC | 58.5K | $3.61M | 0.5% | $724K | Cut−$12.1M |
| Advisorshares Tr | — | 999.9K | $3.55M | 0.4% | — | New |
| Bank Montreal Que | — | 20K | $2.71M | 0.3% | $74.1K | Added$980.7K |
| Kenvue Inc. | KVUE | 150K | $2.59M | 0.3% | −$1.5K | Held |
| USA TODAY Co., Inc. | TDAY | 320K | $2.26M | 0.3% | $608K | Cut$93K |
| Spdr Series Trust | — | 21.8K | $2M | 0.3% | — | New |
| Ishares 0-3 Month | — | 19.9K | $2M | 0.3% | — | New |
| Canadian Natl Ry Co | — | 16.4K | $1.69M | 0.2% | — | New |
| Ishares Silver Tr | — | 15K | $1.02M | 0.1% | — | New |
| Atkore Inc. | ATKR | 15K | $883.6K | 0.1% | — | New |
| Under Armour Inc | — | 150K | $868.5K | 0.1% | — | New |
| Franco Nev Corp | — | 3.16K | $781.7K | 0.1% | — | New |
| Osisko Development Corp | — | 200K | $650K | 0.1% | — | New |
| Northwest Bancshares Inc Md | NWBI | 30K | $380.7K | 0.0% | $20.7K | Held |
| International Mny Express In | IMXI | 21.7K | $342.9K | 0.0% | — | New |
| Incannex Healthcare Inc. | IXHL | 104.1K | $312.3K | 0.0% | — | New |
| Liberty Media Corp Del | — | 250K | $259.9K | 0.0% | −$24.9M | Held |
| Janus Henderson Group Plc | — | 5K | $256.9K | 0.0% | — | New |
| Enhabit Inc | — | 17.7K | $249.4K | 0.0% | — | New |
| Blue Foundry Bancorp | — | 18.8K | $248.9K | 0.0% | — | New |
| Digitalbridge Group Inc | — | 16K | $246.7K | 0.0% | — | New |
| Proassurance Corp | — | 9.9K | $244.7K | 0.0% | — | New |
| Csg Sys Intl Inc | — | 3.06K | $244.6K | 0.0% | — | New |
| On24 Inc | — | 30.1K | $243.8K | 0.0% | — | New |
| Onestream Inc | — | 10.1K | $242.4K | 0.0% | — | New |
| Amicus Therapeutics Inc | — | 16.7K | $241.5K | 0.0% | — | New |
| Great Lakes Dredge & Dock Co | — | 14.2K | $241.4K | 0.0% | — | New |
| Diamond Hill Invt Group Inc | — | 1.4K | $240.9K | 0.0% | — | New |
| Air Lease Corp | — | 3.7K | $240.3K | 0.0% | — | New |
| Semrush Hldgs Inc | — | 20.1K | $240K | 0.0% | — | New |
| Sealed Air Corp New | — | 5.7K | $239.7K | 0.0% | — | New |
| Veris Residential Inc | — | 12.7K | $239.6K | 0.0% | — | New |
| Cantaloupe Inc | — | 22.1K | $238.9K | 0.0% | — | New |
| Clear Channel Outdoor Hldgs | — | 100.8K | $238.9K | 0.0% | — | New |
| Clearwater Analytics Hldgs I | — | 10K | $236.5K | 0.0% | — | New |
| Tri Pointe Homes Inc | — | 5K | $233.7K | 0.0% | — | New |
| Heritage Comm Corp | — | 18.6K | $232.1K | 0.0% | — | New |
| Northwestern Energy Group In | — | 3.5K | $230.8K | 0.0% | — | New |
| Stellar Bancorp Inc | — | 6.3K | $230.6K | 0.0% | — | New |
| Beyond Air, Inc. | XAIR | 330K | $227.8K | 0.0% | — | New |
| Brighthouse Finl Inc | — | 3.74K | $224K | 0.0% | — | New |
| Edison Intl | — | 3K | $219.5K | 0.0% | — | New |
| Udemy Inc | — | 47.5K | $219.4K | 0.0% | — | New |
| LENSAR, Inc. | LNSR | 36.6K | $217.9K | 0.0% | −$176.4K | Added−$143.9K |
| Vanda Pharmaceuticals Inc. | VNDA | 30K | $207.3K | 0.0% | — | New |
| Two Hbrs Invt Corp | — | 17K | $194.1K | 0.0% | — | New |
| Cpi Aerostructures Inc | CVU | 14.2K | $55.6K | 0.0% | — | New |
| Gen Digital Inc | — | 111.6K | $52.5K | 0.0% | −$451.7K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.