Fund HoldingsMurchinson Ltd.

Total Portfolio Value
$207.01M
Total Bought
$93.55M
Total Sold
$144.07M
Net Transaction
-$50.52M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES INC0100,000+100,000020,1909.75%+20,190
NEW AMER ACQUISITION I CORP01,475,000+1,475,000014,9717.23%+14,971
CANADIAN IMPERIAL BANK OF CO(CM)0110,062+110,062012,6576.11%+12,657
BRIGHTHOUSE FINL INC(BHF)3,740103,740+100,0002246,5673.17%+6,343
MARVELL TECHNOLOGY INC(MRVL)020,000+20,00005,9582.88%+5,958
TRULIEVE CANNABIS CORP(TRLV)0355,200+355,20003,4921.69%+3,492
SK TELECOM CO LTD(SKM)0100,000+100,00003,2161.55%+3,216
ADVISORSHARES TR
PURE US CANN ETF
999,8951,249,895+250,0003,5506,3493.07%+2,800
TC ENERGY CORP(TRP)038,367+38,36702,5431.23%+2,543
PELTHOS THERAPEUTICS INC(PTHS)296,314304,302+7,9886,2268,6004.15%+2,374
FORTIS INC(FTS)035,433+35,43302,0280.98%+2,028
STARLINK AI ACQUISITION CORP0200,000+200,00002,0220.98%+2,022
BOOST RUN INC052,000+52,00002,0180.97%+2,018
IMPERIAL OIL LTD(IMO)017,512+17,51201,9620.95%+1,962
CANADIAN PACIFIC KANSAS CITY(CP)022,357+22,35701,9370.94%+1,937
ORAMED PHARMACEUTICALS INC(ORMP)1,315,2941,290,294-25,0004,4726,2063.00%+1,734
CANADIAN NAT RES LTD MED TER(CNQ)040,635+40,63501,6050.78%+1,605
NUVATION BIO INC00001,5730.76%+1,573
ISHARES TR200,00019,881-180,1196502,0010.97%+1,351
PEMBINA PIPELINE CORP(PBA)025,038+25,03801,1580.56%+1,158
GROUPON INC(GRPN)00009970.48%+997
NANO DIMENSION LTD(NNDM)15,550,00018,836,276+3,286,27626,43527,31313.19%+878
BROOKFIELD ASSET MANAGMT LTD(BAM)018,924+18,92408490.41%+849
ENBRIDGE INC(ENB)015,141+15,14108210.40%+821
FIREFLY NEUROSCIENCE INC(AIFF)0650,000+650,00007870.38%+787
ATLANTIC UN BANKSHARES CORP(AUB)106,874106,87403,8204,5222.18%+702
SUNCOR ENERGY INC NEW(SU)013,076+13,07607020.34%+702
GOSSAMER BIO INC(GOSS)00006430.31%+643
WARNER BROS DISCOVERY INC(WBD)300,000330,000+30,0008,2388,7984.25%+560
CAE INC(CAE)015,021+15,02103760.18%+376
DELTA AIR LINES INC(DAL)04,000+4,00003750.18%+375
EROCK INC025,000+25,00003630.18%+363
BROOKFIELD CORP(BN)07,638+7,63803250.16%+325
CHART INDS INC120,539120,539024,92125,18512.17%+264
EXYN TECHNOLOGIES INC0129,000+129,00001720.08%+172
YORKVILLE ACQUISITION CORP.(MCGA)1,000,4001,000,400010,11410,2144.93%+100
GEN DIGITAL INC(GEN)111,569111,5690531410.07%+89
NORTHWEST BANCSHARES INC(NWBI)30,00030,00003814550.22%+74
VALION BIO INC(VBIO)0115,000+115,0000600.03%+60
NEW AMER ACQUISITION I CORP755,100755,10007,8387,8683.80%+30
LIBERTY MEDIA CORP DEL(SIRI)0002602870.14%+27
NORTHWESTERN ENERGY GROUP IN(NWE)3,5003,50002312510.12%+20
CPI AEROSTRUCTURES INC(CVU)14,17814,178056740.04%+18
STELLAR BANCORP INC6,3006,30002312480.12%+17
TWO HARBORS INVENTMENT CORPO(TWO)17,00017,00001942110.10%+17
QUANTUM LEAP ACQUISITION COR0100,000+100,0000130.01%+13
DIGITALBRIDGE GROUP INC(DBRG)16,00016,00002472520.12%+6
CLEAR CHANNEL OUTDOOR HLDGS(CCO)100,800100,80002392440.12%+5
EDISON INTL(EIX)3,0003,00002202230.11%+4
JANUS HENDERSON GROUP PLC5,0005,00002572600.13%+3
SPDR SERIES TRUST
ST STR BLO 1 ETF
21,84421,84402,0022,0020.97%0
INTERNATIONAL MONEY EXPRESS(IMXI)21,70021,70003433140.15%-29
BEYOND AIR INC(XAIR)329,987274,208-55,7792281220.06%-105
LENSAR INC(LNSR)36,56013,223-23,337218760.04%-142
VANDA PHARMACEUTICALS INC(VNDA)30,0000-30,0002070-207
UDEMY INC47,5000-47,5002190-219
HERITAGE COMM CORP18,6000-18,6002320-232
TRI POINTE HOMES INC
COM
5,0000-5,0002340-234
CLEARWATER ANALYTICS HLDGS I10,0000-10,0002370-236
CANTALOUPE INC22,1000-22,1002390-239
VERIS RESIDENTIAL INC12,7000-12,7002400-240
SEALED AIR CORP NEW(SDA)5,7000-5,7002400-240
SEMRUSH HLDGS INC
CL A COM
20,1000-20,1002400-240
AIR LEASE CORP
CL A
3,7000-3,7002400-240
DIAMOND HILL INVT GROUP INC
COM NEW
1,4000-1,4002410-241
GREAT LAKES DREDGE & DOCK CO14,2000-14,2002410-241
AMICUS THERAPEUTIC
COM
16,7000-16,7002410-241
ONESTREAM INC
CL A
10,1000-10,1002420-242
ON24 INC
COM
30,1000-30,1002440-244
CSG SYS INTL INC3,0600-3,0602450-245
PROASSURANCE CORP9,9000-9,9002450-245
BLUE FOUNDRY BANCORP
COM
18,8000-18,8002490-249
ENHABIT INC
COM
17,7000-17,7002490-249
INCANNEX HEALTHCARE INC(IXHL)104,1130-104,1133120-312
USA TODAY CO INC(TDAY)320,000200,000-120,0002,2561,7100.83%-546
CANADIAN NATL RY CO(CNI)16,4358,135-8,3001,6899700.47%-719
FRANCO NEV CORP(FNV)3,1640-3,1647820-782
UNDER ARMOUR INC(UA)150,0000-150,0008690-868
ATKORE INC15,0000-15,0008840-884
ISHARES SILVER TR(SLV)15,0000-15,0001,0220-1,022
KENVUE INC(KVUE)150,0000-150,0002,5860-2,586
BANK MONTREAL MEDIUM20,0460-20,0462,7130-2,713
SUNOCOCORP LLC(SUNC)58,5270-58,5273,6080-3,608
VANECK ETF TRUST
JUNIOR GOLD MINE
37,5000-37,5004,5020-4,501
ROYAL BK CDA(RY)75,1920-75,19212,1650-12,165
NUTRIEN LTD(NTR)659,53127,631-631,90049,7681,7390.84%-48,029
SOUTH BOW CORP(SOBO)1,725,1000-1,725,10057,4800-57,480
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Murchinson Ltd. — 13F Holdings — Q2 2026 | TickerTrail