Filed: 5/15/2026ACC: 0001838556-26-000009
📋 What this filing means
MURCHINSON LTD. filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $791.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$791.10M
Total AUM (reported)
32.17M
Total Shares
Allocation by class
COM$650.97M82.3%
COM NEW$55.79M7.1%
SPONSORD ADS NEW$26.43M3.3%
SHS CL A$10.11M1.3%
COM SER A$8.24M1.0%
UNIT 99/99/9999$7.84M1.0%
COM SHS$6.23M0.8%
Portfolio Concentration
Top 3$436.10M55.1%
4–10$204.86M25.9%
11–25$113.00M14.3%
Rest$37.13M4.7%
Top 3 weight
55.1%
Top 10 weight
81.0%
Voting Authority Distribution
Total shares with voting rights: 32.17M
Sole
Full voting authority
32.17M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole77
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings77
Rows:
NUTRIEN LTD
SOLEShares3.43M
TypeSH
Market value$258.51M
32.68%
Sole
3.43M
Shared
0.00
None
0.00
ROYAL BK CDA
SOLEShares742.39K
TypeSH
Market value$120.10M
15.18%
Sole
742.39K
Shared
0.00
None
0.00
SOUTH BOW CORP
SOLEShares1.73M
TypeSH
Market value$57.48M
7.27%
Sole
1.73M
Shared
0.00
None
0.00
TORONTO DOMINION BK ONT
SOLEShares510K
TypeSH
Market value$47.59M
6.02%
Sole
510K
Shared
0.00
None
0.00
BANK MONTREAL MEDIUM
SOLEShares320.05K
TypeSH
Market value$43.32M
5.48%
Sole
320.05K
Shared
0.00
None
0.00
NANO DIMENSION LTD
SOLEShares15.55M
TypeSH
Market value$26.43M
3.34%
Sole
15.55M
Shared
0.00
None
0.00
CHART INDS INC
SOLEShares120.54K
TypeSH
Market value$24.92M
3.15%
Sole
120.54K
Shared
0.00
None
0.00
TC ENERGY CORP
SOLEShares351.20K
TypeSH
Market value$21.99M
2.78%
Sole
351.20K
Shared
0.00
None
0.00
BANK NOVA SCOTIA B C
SOLEShares294.60K
TypeSH
Market value$20.42M
2.58%
Sole
294.60K
Shared
0.00
None
0.00
CANADIAN IMPERIAL BANK OF CO
SOLEShares213.20K
TypeSH
Market value$20.20M
2.55%
Sole
213.20K
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares225.60K
TypeSH
Market value$14.91M
1.89%
Sole
225.60K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares100K
TypeSH
Market value$14.71M
1.86%
Sole
100K
Shared
0.00
None
0.00
CANADIAN NAT RES LTD MED TER
SOLEShares210K
TypeSH
Market value$10.23M
1.29%
Sole
210K
Shared
0.00
None
0.00
YORKVILLE ACQUISITION CORP.
SOLEShares1M
TypeSH
Market value$10.11M
1.28%
Sole
1M
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares115.40K
TypeSH
Market value$9.08M
1.15%
Sole
115.40K
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
SOLEShares300K
TypeSH
Market value$8.24M
1.04%
Sole
300K
Shared
0.00
None
0.00
NEW AMER ACQUISITION I CORP
SOLEShares755.10K
TypeSH
Market value$7.84M
0.99%
Sole
755.10K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares66.44K
TypeSH
Market value$6.83M
0.86%
Sole
66.44K
Shared
0.00
None
0.00
PELTHOS THERAPEUTICS INC
SOLEShares296.31K
TypeSH
Market value$6.23M
0.79%
Sole
296.31K
Shared
0.00
None
0.00
ENBRIDGE INC
SOLEShares90K
TypeSH
Market value$4.87M
0.62%
Sole
90K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares37.50K
TypeSH
Market value$4.50M
0.57%
Sole
37.50K
Shared
0.00
None
0.00
ORAMED PHARMACEUTICALS INC
SOLEShares1.32M
TypeSH
Market value$4.47M
0.57%
Sole
1.32M
Shared
0.00
None
0.00
ATLANTIC UN BANKSHARES CORP
SOLEShares106.87K
TypeSH
Market value$3.82M
0.48%
Sole
106.87K
Shared
0.00
None
0.00
SUNOCOCORP LLC
SOLEShares58.53K
TypeSH
Market value$3.61M
0.46%
Sole
58.53K
Shared
0.00
None
0.00
ADVISORSHARES TR
SOLEShares999.89K
TypeSH
Market value$3.55M
0.45%
Sole
999.89K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NUTRIEN LTDSOLE | COM | 3.43M | SH | $258.51M 32.68% | 3.43M | 0.00 | 0.00 |
ROYAL BK CDASOLE | COM | 742.39K | SH | $120.10M 15.18% | 742.39K | 0.00 | 0.00 |
SOUTH BOW CORPSOLE | COM | 1.73M | SH | $57.48M 7.27% | 1.73M | 0.00 | 0.00 |
TORONTO DOMINION BK ONTSOLE | COM NEW | 510K | SH | $47.59M 6.02% | 510K | 0.00 | 0.00 |
BANK MONTREAL MEDIUMSOLE | COM | 320.05K | SH | $43.32M 5.48% | 320.05K | 0.00 | 0.00 |
NANO DIMENSION LTDSOLE | SPONSORD ADS NEW | 15.55M | SH | $26.43M 3.34% | 15.55M | 0.00 | 0.00 |
CHART INDS INCSOLE | COM | 120.54K | SH | $24.92M 3.15% | 120.54K | 0.00 | 0.00 |
TC ENERGY CORPSOLE | COM | 351.20K | SH | $21.99M 2.78% | 351.20K | 0.00 | 0.00 |
BANK NOVA SCOTIA B CSOLE | COM | 294.60K | SH | $20.42M 2.58% | 294.60K | 0.00 | 0.00 |
CANADIAN IMPERIAL BANK OF COSOLE | COM | 213.20K | SH | $20.20M 2.55% | 213.20K | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 225.60K | SH | $14.91M 1.89% | 225.60K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 100K | SH | $14.71M 1.86% | 100K | 0.00 | 0.00 |
CANADIAN NAT RES LTD MED TERSOLE | COM | 210K | SH | $10.23M 1.29% | 210K | 0.00 | 0.00 |
YORKVILLE ACQUISITION CORP.SOLE | SHS CL A | 1M | SH | $10.11M 1.28% | 1M | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 115.40K | SH | $9.08M 1.15% | 115.40K | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCSOLE | COM SER A | 300K | SH | $8.24M 1.04% | 300K | 0.00 | 0.00 |
NEW AMER ACQUISITION I CORPSOLE | UNIT 99/99/9999 | 755.10K | SH | $7.84M 0.99% | 755.10K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 66.44K | SH | $6.83M 0.86% | 66.44K | 0.00 | 0.00 |
PELTHOS THERAPEUTICS INCSOLE | COM SHS | 296.31K | SH | $6.23M 0.79% | 296.31K | 0.00 | 0.00 |
ENBRIDGE INCSOLE | COM | 90K | SH | $4.87M 0.62% | 90K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JUNIOR GOLD MINE | 37.50K | SH | $4.50M 0.57% | 37.50K | 0.00 | 0.00 |
ORAMED PHARMACEUTICALS INCSOLE | COM NEW | 1.32M | SH | $4.47M 0.57% | 1.32M | 0.00 | 0.00 |
ATLANTIC UN BANKSHARES CORPSOLE | COM | 106.87K | SH | $3.82M 0.48% | 106.87K | 0.00 | 0.00 |
SUNOCOCORP LLCSOLE | COM SHS LLC | 58.53K | SH | $3.61M 0.46% | 58.53K | 0.00 | 0.00 |
ADVISORSHARES TRSOLE | PURE US CANNABIS | 999.89K | SH | $3.55M 0.45% | 999.89K | 0.00 | 0.00 |
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