Funds › Murchinson Ltd.
Murchinson Ltd.
13F for Q3 2026, filed Nov 13, 2026. 49 positions worth $908.0M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NNDM Nano Dimension Ltd. · ADR | 20.42M | $32.1M | 3.5% | +8.4% | 13F ↗ |
| 2 | iShares Inc Msci Sth Kor Etf | 100,000 | $18.3M | 2.0% | Unchanged | 13F ↗ |
| 3 | NWAX New America Acquisition I Corp. | 1.48M | $14.9M | 1.6% | Unchanged | 13F ↗ |
| 4 | ORMP Oramed Pharmaceuticals Inc. | 2.14M | $10.0M | 1.1% | +66.0% | 13F ↗ |
| 5 | TRLV Trulieve Cannabis Corp. · Sub Vtg Shs | 900,000 | $9.8M | 1.1% | New | 13F ↗ |
| 6 | New Amer Acquisition I Corp Units | 755,100 | $7.7M | 0.9% | Unchanged | 13F ↗ |
| 7 | WIX Wix.com Ltd. | 100,000 | $7.2M | 0.8% | New | 13F ↗ |
| 8 | BBD Banco Bradesco Sa · ADR | 2.00M | $7.0M | 0.8% | New | 13F ↗ |
| 9 | PTHS Pelthos Therapeutics Inc. | 311,019 | $6.5M | 0.7% | +2.2% | 13F ↗ |
| 10 | MRVL Marvell Technology, Inc. | 20,000 | $5.3M | 0.6% | Unchanged | 13F ↗ |
| 11 | CCJ Cameco Corporation | 48,128 | $4.2M | 0.5% | New | 13F ↗ |
| 12 | ROKU Roku Inc | 27,000 | $4.1M | 0.5% | New | 13F ↗ |
| 13 | AUB Atlantic Union Bankshares Corporation | 106,874 | $4.1M | 0.4% | Unchanged | 13F ↗ |
| 14 | SKM SK Telecom Co., Ltd. · ADR | 100,000 | $3.5M | 0.4% | Unchanged | 13F ↗ |
| 15 | LMT Lockheed Martin Corporation | 6,579 | $3.4M | 0.4% | New | 13F ↗ |
| 16 | Spdr Series Trust St Str Blo 1 Etf | 21,844 | $2.0M | 0.2% | Unchanged | 13F ↗ |
| 17 | iShares Tr 0-3 Mth Treasury | 19,881 | $2.0M | 0.2% | Unchanged | 13F ↗ |
| 18 | SRRK Scholar Rock Holding Corporation | 30,000 | $1.4M | 0.2% | New | 13F ↗ |
| 19 | FELE Franklin Electric Co., Inc. | 15,000 | $1.4M | 0.2% | New | 13F ↗ |
| 20 | TDAY USA TODAY Co., Inc. | 224,083 | $1.4M | 0.2% | +12.0% | 13F ↗ |
| 21 | BAM Brookfield Asset Management Ltd. | 31,324 | $1.4M | 0.2% | +65.5% | 13F ↗ |
| 22 | New Fortress Energy Inc | 3,122 | $1.2M | 0.1% | New | 13F ↗ |
| 23 | QVCG QVC Group, Inc. | 82,515 | $1.1M | 0.1% | New | 13F ↗ |
| 24 | AIFF Firefly Neuroscience, Inc. | 650,000 | $994.5K | 0.1% | Unchanged | 13F ↗ |
| 25 | Duke Energy Corp Units | 20,000 | $962.0K | 0.1% | New | 13F ↗ |
| 26 | COGT Cogent Biosciences, Inc. | 30,000 | $960.6K | 0.1% | New | 13F ↗ |
| 27 | KGC Kinross Gold Corporation | 32,077 | $772.4K | 0.1% | New | 13F ↗ |
| 28 | B Barrick Mining Corporation | 16,607 | $675.4K | 0.1% | New | 13F ↗ |
| 29 | MAT Mattel, Inc. | 50,000 | $633.0K | 0.1% | New | 13F ↗ |
| 30 | TRP TC Energy Corporation | 10,068 | $581.7K | 0.1% | -73.8% | 13F ↗ |
| 31 | CCXI Agility Robotics, Inc. | 50,000 | $581.0K | 0.1% | New | 13F ↗ |
| 32 | KDK Kodiak AI, Inc. | 300,000 | $576.0K | 0.1% | New | 13F ↗ |
| 33 | SU Suncor Energy Inc. | 6,976 | $473.5K | 0.1% | -46.7% | 13F ↗ |
| 34 | NWBI Northwest Bancshares, Inc. | 30,000 | $445.2K | <0.1% | Unchanged | 13F ↗ |
| 35 | DAL Delta Air Lines, Inc. | 4,500 | $375.6K | <0.1% | +12.5% | 13F ↗ |
| 36 | VIVO VivoPower PLC | 100,000 | $369.0K | <0.1% | New | 13F ↗ |
| 37 | NTR Nutrien Ltd. | 5,031 | $353.4K | <0.1% | -81.8% | 13F ↗ |
| 38 | Gamestop Corp *W Exp 10/30/202 | 141,617 | $322.9K | <0.1% | New | 13F ↗ |
| 39 | BRUN Boost Run Inc. | 19,000 | $313.5K | <0.1% | -63.5% | 13F ↗ |
| 40 | QSR Restaurant Brands International Inc. | 3,623 | $257.5K | <0.1% | New | 13F ↗ |
| 41 | IMXI International Money Express, Inc. | 21,700 | $251.3K | <0.1% | Unchanged | 13F ↗ |
| 42 | NWE NorthWestern Energy Group, Inc. | 3,500 | $239.3K | <0.1% | Unchanged | 13F ↗ |
| 43 | Clear Channel Outdoor Holdings | 100,800 | $236.9K | <0.1% | Unchanged | 13F ↗ |
| 44 | DFSC DEFSEC Technologies Inc. | 146,342 | $163.9K | <0.1% | New | 13F ↗ |
| 45 | GENVR Gen Digital Inc. · Rights | 111,569 | $96.5K | <0.1% | Unchanged | 13F ↗ |
| 46 | VBIO Valion Bio, Inc. | 31,830 | $89.1K | <0.1% | New | 13F ↗ |
| 47 | LNSR LENSAR, Inc. | 13,223 | $87.1K | <0.1% | Unchanged | 13F ↗ |
| 48 | Starlink Ai Acquisition Corp Spacs | 195,274 | $35.0K | <0.1% | New | 13F ↗ |
| 49 | Quantum Leap Acquisition Corp W Exp 03/11/202 | 100,000 | $11.9K | <0.1% | Unchanged | 13F ↗ |
Changes since Q2 2026
23 new, 6 added to, 4 trimmed, 27 exited, 16 unchanged. By estimated dollars.
New positions (23)
| TRLV Trulieve Cannabis Corp. · Sub Vtg Shs | 900,000 | New | $9.8M |
| WIX Wix.com Ltd. | 100,000 | New | $7.2M |
| BBD Banco Bradesco Sa · ADR | 2.00M | New | $7.0M |
| CCJ Cameco Corporation | 48,128 | New | $4.2M |
| ROKU Roku Inc | 27,000 | New | $4.1M |
| LMT Lockheed Martin Corporation | 6,579 | New | $3.4M |
| SRRK Scholar Rock Holding Corporation | 30,000 | New | $1.4M |
| FELE Franklin Electric Co., Inc. | 15,000 | New | $1.4M |
| New Fortress Energy Inc | 3,122 | New | $1.2M |
| QVCG QVC Group, Inc. | 82,515 | New | $1.1M |
Added to (6)
Trimmed (4)
Exited (27)
| Chart Industries Inc | 120,539 | Exited | -$25.2M |
| CM Canadian Imperial Bank of Commerce | 110,062 | Exited | -$12.7M |
| MCGA Yorkville Acquisition Corp. | 1.00M | Exited | -$10.2M |
| Warner Bros Discovery Inc | 330,000 | Exited | -$8.8M |
| BHF Brighthouse Financial, Inc. | 103,740 | Exited | -$6.6M |
| Advisorshares Tr Pure Us Cannabis | 1.25M | Exited | -$6.3M |
| Trulieve Cannabis Corp Sub Vtg Shs *A* | 355,200 | Exited | -$3.5M |
| FTS Fortis Inc. | 35,433 | Exited | -$2.0M |
| Starlink Ai Acquisition Corp Units | 200,000 | Exited | -$2.0M |
| IMO Imperial Oil Limited | 17,512 | Exited | -$2.0M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 106 | $908.0M | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 125 | $724.8M | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 95 | $791.1M | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 75 | $621.5M | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 96 | $788.2M | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 62 | $282.4M | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 98 | $1.9B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer