FBInvestor
Funds / Murchinson Ltd.
Institutional Fund

Murchinson Ltd.

Toronto, OntarioCIK 18385565 filings on record

Portfolio Value
$248.55M
Q1 2026
Holdings
59
Reported positions
New Buys
47
Opened this quarter
QoQ Change
+54.6%
from $160.74M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • South Bow Corp23.1%
  • Nutrien Ltd20.0%
  • Nano Dimension Ltd10.6%
  • Chart Inds Inc10.0%
  • Royal Bk Cda4.9%
  • Yorkville Acquisition Corp.4.1%
  • Other27.2%

Portfolio Holdings

59 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1South Bow Corp1.73M$57.48M23.1%+1.73MNew
2Nutrien Ltd659.5K$49.77M20.0%+659.5KNew
3Nano Dimension Ltd15.55M$26.43M10.6%0Held
4Chart Inds Inc120.5K$24.92M10.0%+120.5KNew
5Royal Bk Cda75.2K$12.16M4.9%+75.2KNew
6Yorkville Acquisition Corp.1.00M$10.11M4.1%0Held
7Warner Bros Discovery Inc300.0K$8.24M3.3%+300.0KNew
8New Amer Acquisition I Corp755.1K$7.84M3.2%+755.1KNew
9Pelthos Therapeutics Inc296.3K$6.23M2.5%+6.8KAdded
10Vaneck ETF Trust37.5K$4.50M1.8%+37.5KNew

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