Murchinson Ltd. Top Holdings and 13F Report (2026) About Murchinson Ltd.Investment ActivityMurchinson Ltd. has $791.10 million in total holdings as of March 31, 2026.Murchinson Ltd. owns shares of 77 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 65.71% of the portfolio was purchased this quarter.About 46.65% of the portfolio was sold this quarter.This quarter, Murchinson Ltd. has purchased 59 new stocks and bought additional shares in 9 stocks.Murchinson Ltd. sold shares of 4 stocks and completely divested from 37 stocks this quarter.Largest Holdings Nutrien $258,513,207Royal Bank Of Canada $120,104,178SOUTH BOW CORP $57,480,332Toronto Dominion Bank $47,588,100Bank Of Montreal $43,315,026 Largest New Holdings this Quarter 16115Q308 - Chart Industries $24,921,438 Holding064149107 - Bank of Nova Scotia $20,418,726 Holding867224107 - Suncor Energy $14,914,416 Holding136385101 - Canadian Natural Resources $10,233,300 Holding13646K108 - Canadian Pacific Kansas City $9,077,364 Holding Largest Purchases this Quarter Nutrien 2,478,231 shares (about $187.01M)Royal Bank Of Canada 626,792 shares (about $101.40M)Toronto Dominion Bank 330,000 shares (about $30.79M)Bank Of Montreal 221,699 shares (about $30.00M)Chart Industries 120,539 shares (about $24.92M) Largest Sales this Quarter TC Energy 2,616,868 shares (about $163.82M)SUNOCOCORP LLC 259,241 shares (about $15.98M)USA TODAY CO INC 100,000 shares (about $705K)Oramed Pharmaceuticals 24,953 shares (about $84.84K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMurchinson Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNTRNutrien$258,513,207$187,007,311 â–²261.5%3,425,83132.7%Basic MaterialsRYRoyal Bank Of Canada$120,104,178$101,402,410 â–²542.2%742,39215.2%FinanceSOUTH BOW CORP$57,480,332$8,586,564 â–²17.6%1,725,1007.3%COMTDToronto Dominion Bank$47,588,100$30,792,300 â–²183.3%510,0006.0%FinanceBMOBank Of Montreal$43,315,026$30,004,743 â–²225.4%320,0465.5%FinanceNNDMNano Dimension$26,435,0000.0%15,550,0003.3%Computer and TechnologyGTLSChart Industries$24,921,438$24,921,438 â–²New Holding120,5393.2%IndustrialsTRPTC Energy$21,985,120$163,815,937 â–¼-88.2%351,2002.8%EnergyBNSBank of Nova Scotia$20,418,726$20,418,726 â–²New Holding294,6002.6%FinanceCMCanadian Imperial Bank of Commerce$20,200,700$19,689,050 â–²3,848.1%213,2002.6%FinanceSUSuncor Energy$14,914,416$14,914,416 â–²New Holding225,6001.9%EnergyORCLOracle$14,711,0000.0%100,0001.9%Computer and TechnologyCNQCanadian Natural Resources$10,233,300$10,233,300 â–²New Holding210,0001.3%EnergyYORKVILLE ACQUISITION CORP.$10,114,0440.0%1,000,4001.3%SHS CL ACPCanadian Pacific Kansas City$9,077,364$9,077,364 â–²New Holding115,4001.1%TransportationWBDWarner Bros. Discovery$8,238,000$8,238,000 â–²New Holding300,0001.0%Consumer DiscretionaryNEW AMER ACQUISITION I CORP$7,837,938$7,837,938 â–²New Holding755,1001.0%UNIT 99/99/9999CNICanadian National Railway$6,827,525$6,827,525 â–²New Holding66,4350.9%TransportationPELTHOS THERAPEUTICS INC$6,225,557$143,603 â–²2.4%296,3140.8%COM SHSENBEnbridge$4,872,600$262,904 â–²5.7%90,0000.6%EnergyGDXJVanEck Junior Gold Miners ETF$4,501,500$4,501,500 â–²New Holding37,5000.6%ETFORMPOramed Pharmaceuticals$4,472,000$84,840 â–¼-1.9%1,315,2940.6%MedicalAUBAtlantic Union Bankshares$3,819,6770.0%106,8740.5%FinanceSUNOCOCORP LLC$3,608,190$15,982,210 â–¼-81.6%58,5270.5%COM SHS LLCMSOSAdvisorShares Pure US Cannabis ETF$3,549,627$3,549,627 â–²New Holding999,8950.4%ETFNNNextNav$3,204,000$3,204,000 â–²New Holding200,0000.4%Business ServicesFSLRFirst Solar$2,958,900$2,958,900 â–²New Holding15,0000.4%EnergySATSEchoStar$2,926,750$2,926,750 â–²New Holding25,0000.4%Computer and TechnologyPCGPacific Gas & Electric$2,635,500$2,635,500 â–²New Holding150,0000.3%UtilitiesKVUEKenvue$2,586,0000.0%150,0000.3%Consumer StaplesIMOImperial Oil$2,328,596$2,328,596 â–²New Holding17,8000.3%EnergyUSA TODAY CO INC$2,256,000$705,000 â–¼-23.8%320,0000.3%COMBILSPDR Bloomberg 1-3 Month T-Bill ETF$2,001,784$2,001,784 â–²New Holding21,8440.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$2,001,221$2,001,221 â–²New Holding19,8810.3%ETFFTSFortis$1,617,910$1,617,910 â–²New Holding29,0000.2%UtilitiesSLViShares Silver Trust$1,022,100$1,022,100 â–²New Holding15,0000.1%ETFATKRAtkore$883,650$883,650 â–²New Holding15,0000.1%IndustrialsUAUnder Armour$868,500$868,500 â–²New Holding150,0000.1%Consumer DiscretionaryFNVFranco-Nevada$781,666$781,666 â–²New Holding3,1640.1%Basic MaterialsODVOsisko Development$650,000$650,000 â–²New Holding200,0000.1%Basic MaterialsNWBINorthwest Bancshares$380,7000.0%30,0000.0%FinanceIMXIInternational Money Express$342,860$342,860 â–²New Holding21,7000.0%Business ServicesINCANNEX HEALTHCARE INC$312,339$312,339 â–²New Holding104,1130.0%COMLIBERTY MEDIA CORP DEL$259,9190.0%250,0000.0%NOTE 3.750% 3/1JHGJanus Henderson Group$256,850$256,850 â–²New Holding5,0000.0%FinanceEHABEnhabit$249,393$249,393 â–²New Holding17,7000.0%MedicalBLFYBlue Foundry Bancorp$248,912$248,912 â–²New Holding18,8000.0%FinanceDBRGDigitalBridge Group$246,720$246,720 â–²New Holding16,0000.0%FinancePRAProAssurance$244,728$244,728 â–²New Holding9,9000.0%FinanceCSGSCSG Systems International$244,616$244,616 â–²New Holding3,0600.0%Computer and TechnologyONTFON24$243,810$243,810 â–²New Holding30,1000.0%Computer and TechnologyONESTREAM INC$242,400$242,400 â–²New Holding10,1000.0%CL AFOLDAmicus Therapeutics$241,482$241,482 â–²New Holding16,7000.0%MedicalGLDDGreat Lakes Dredge & Dock$241,400$241,400 â–²New Holding14,2000.0%ConstructionDHILDiamond Hill Investment Group$240,940$240,940 â–²New Holding1,4000.0%FinanceALAir Lease$240,278$240,278 â–²New Holding3,7000.0%TransportationSEMRUSH HLDGS INC$239,994$239,994 â–²New Holding20,1000.0%CL A COMSEESealed Air$239,685$239,685 â–²New Holding5,7000.0%IndustrialsVREVeris Residential$239,649$239,649 â–²New Holding12,7000.0%FinanceCTLPCantaloupe$238,901$238,901 â–²New Holding22,1000.0%Business ServicesCCOClear Channel Outdoor$238,896$238,896 â–²New Holding100,8000.0%Business ServicesCWANClearwater Analytics$236,500$236,500 â–²New Holding10,0000.0%Computer and TechnologyTPHTri Pointe Homes$233,650$233,650 â–²New Holding5,0000.0%ConstructionHTBKHeritage Commerce$232,128$232,128 â–²New Holding18,6000.0%FinanceNORTHWESTERN ENERGY GROUP IN$230,790$230,790 â–²New Holding3,5000.0%COM NEWSTELLAR BANCORP INC$230,643$230,643 â–²New Holding6,3000.0%COMBEYOND AIR INC$227,757$227,757 â–²New Holding329,9870.0%COM NEWBHFBrighthouse Financial$223,951$223,951 â–²New Holding3,7400.0%FinanceEIXEdison International$219,540$219,540 â–²New Holding3,0000.0%UtilitiesUDMYUdemy$219,450$219,450 â–²New Holding47,5000.0%Computer and TechnologyLNSRLENSAR$217,898$32,482 â–²17.5%36,5600.0%MedicalVNDAVanda Pharmaceuticals$207,300$207,300 â–²New Holding30,0000.0%MedicalTWOTwo Harbors Investments$194,140$194,140 â–²New Holding17,0000.0%FinanceGOSSGossamer Bio$174,370$174,370 â–²New Holding530,0000.0%MedicalCPI AEROSTRUCTURES INC$55,578$55,578 â–²New Holding14,1780.0%COM NEWGEN DIGITAL INC$52,5490.0%111,5690.0%RIGHT 99/99/9999NFENew Fortress Energy$18,5850.0%31,5000.0%EnergyWOLFSPEED INC$0$67,626,586 â–¼-100.0%00.0%COMMON STOCKSPYSPDR S&P 500 ETF Trust$0$34,096,000 â–¼-100.0%00.0%FinanceMSTRStrategy$0$15,195,000 â–¼-100.0%00.0%Computer and TechnologyRKTRocket Companies$0$11,616,290 â–¼-100.0%00.0%FinanceCDAYCeridian HCM$0$6,941,658 â–¼-100.0%00.0%Computer and TechnologyMRNAModerna$0$5,898,000 â–¼-100.0%00.0%MedicalPYPLPayPal$0$5,838,000 â–¼-100.0%00.0%Business ServicesAEMAgnico Eagle Mines$0$5,085,900 â–¼-100.0%00.0%Basic MaterialsNFLXNetflix$0$4,688,000 â–¼-100.0%00.0%Consumer DiscretionaryCLSTCatalyst Bancorp$0$4,080,305 â–¼-100.0%00.0%FinanceFLRFluor$0$3,963,000 â–¼-100.0%00.0%ConstructionBARRICK MNG CORP$0$3,762,720 â–¼-100.0%00.0%COM SHSPFEPfizer$0$3,735,000 â–¼-100.0%00.0%MedicalGILGildan Activewear$0$3,186,210 â–¼-100.0%00.0%Consumer DiscretionaryABUSArbutus Biopharma$0$2,394,899 â–¼-100.0%00.0%MedicalRICKRCI Hospitality$0$2,384,000 â–¼-100.0%00.0%Consumer DiscretionaryTASKTaskUs$0$1,990,128 â–¼-100.0%00.0%Computer and TechnologyBCEBCE$0$1,786,500 â–¼-100.0%00.0%UtilitiesNEW GOLD INC CDA$0$871,000 â–¼-100.0%00.0%COMBEYOND MEAT INC$0$372,374 â–¼-100.0%00.0%DEBT 7.000%10/1BYNDBeyond Meat$0$354,486 â–¼-100.0%00.0%Consumer StaplesSPIRE GLOBAL INC$0$300,060 â–¼-100.0%00.0%COM CL A NEWBARKBARK$0$295,251 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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