Filed: 8/14/2026ACC: 0001838556-26-000014
📋 What this filing means
MURCHINSON LTD. filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $724.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
84
Positions
$724.80M
Total AUM (reported)
38.41M
Total Shares
Allocation by class
COM$458.25M63.2%
COM NEW$78.09M10.8%
SPONSORD ADS NEW$27.31M3.8%
MSCI STH KOR ETF$20.19M2.8%
COM SHS CL A$14.97M2.1%
COM SHS$13.77M1.9%
CL A LMT VTG SHS$11.61M1.6%
Portfolio Concentration
Top 3$239.90M33.1%
4–10$201.72M27.8%
11–25$163.15M22.5%
Rest$120.04M16.6%
Top 3 weight
33.1%
Top 10 weight
60.9%
Voting Authority Distribution
Total shares with voting rights: 38.42M
Sole
Full voting authority
38.42M
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)
Sole84
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings84
Rows:
CANADIAN IMPERIAL BANK OF CO
SOLEShares825.06K
TypeSH
Market value$94.88M
13.09%
Sole
825.06K
Shared
0.00
None
0.00
BANK MONTREAL MEDIUM
SOLEShares469.40K
TypeSH
Market value$82.94M
11.44%
Sole
469.40K
Shared
0.00
None
0.00
TORONTO DOMINION BK ONT
SOLEShares511.20K
TypeSH
Market value$62.08M
8.56%
Sole
511.20K
Shared
0.00
None
0.00
ROYAL BK CDA
SOLEShares266.40K
TypeSH
Market value$55.14M
7.61%
Sole
266.40K
Shared
0.00
None
0.00
NANO DIMENSION LTD
SOLEShares18.84M
TypeSH
Market value$27.31M
3.77%
Sole
18.84M
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares296.36K
TypeSH
Market value$25.68M
3.54%
Sole
296.36K
Shared
0.00
None
0.00
CHART INDS INC
SOLEShares120.54K
TypeSH
Market value$25.19M
3.47%
Sole
120.54K
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares458.08K
TypeSH
Market value$24.59M
3.39%
Sole
458.08K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares198.13K
TypeSH
Market value$23.63M
3.26%
Sole
198.13K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares100K
TypeSH
Market value$20.19M
2.79%
Sole
100K
Shared
0.00
None
0.00
TC ENERGY CORP
SOLEShares254.37K
TypeSH
Market value$16.86M
2.33%
Sole
254.37K
Shared
0.00
None
0.00
NEW AMER ACQUISITION I CORP
SOLEShares1.48M
TypeSH
Market value$14.97M
2.07%
Sole
1.48M
Shared
0.00
None
0.00
CANADIAN NAT RES LTD MED TER
SOLEShares343.44K
TypeSH
Market value$13.57M
1.87%
Sole
343.44K
Shared
0.00
None
0.00
BRIGHTHOUSE FINL INC
SOLEShares203.74K
TypeSH
Market value$12.90M
1.78%
Sole
203.74K
Shared
0.00
None
0.00
BROOKFIELD ASSET MANAGMT LTD
SOLEShares258.92K
TypeSH
Market value$11.61M
1.60%
Sole
258.92K
Shared
0.00
None
0.00
YORKVILLE ACQUISITION CORP.
SOLEShares1M
TypeSH
Market value$10.21M
1.41%
Sole
1M
Shared
0.00
None
0.00
SUN LIFE FINANCIAL INC.
SOLEShares130K
TypeSH
Market value$10.19M
1.41%
Sole
130K
Shared
0.00
None
0.00
NUTRIEN LTD
SOLEShares160.23K
TypeSH
Market value$10.09M
1.39%
Sole
160.23K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares15K
TypeSH
Market value$9.84M
1.36%
Sole
15K
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares225.34K
TypeSH
Market value$9.60M
1.32%
Sole
225.34K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares100K
TypeSH
Market value$9.06M
1.25%
Sole
100K
Shared
0.00
None
0.00
IMPERIAL OIL LTD
SOLEShares80.21K
TypeSH
Market value$8.99M
1.24%
Sole
80.21K
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
SOLEShares330K
TypeSH
Market value$8.80M
1.21%
Sole
330K
Shared
0.00
None
0.00
PELTHOS THERAPEUTICS INC
SOLEShares304.30K
TypeSH
Market value$8.60M
1.19%
Sole
304.30K
Shared
0.00
None
0.00
NEW AMER ACQUISITION I CORP
SOLEShares755.10K
TypeSH
Market value$7.87M
1.09%
Sole
755.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CANADIAN IMPERIAL BANK OF COSOLE | COM | 825.06K | SH | $94.88M 13.09% | 825.06K | 0.00 | 0.00 |
BANK MONTREAL MEDIUMSOLE | COM | 469.40K | SH | $82.94M 11.44% | 469.40K | 0.00 | 0.00 |
TORONTO DOMINION BK ONTSOLE | COM NEW | 511.20K | SH | $62.08M 8.56% | 511.20K | 0.00 | 0.00 |
ROYAL BK CDASOLE | COM | 266.40K | SH | $55.14M 7.61% | 266.40K | 0.00 | 0.00 |
NANO DIMENSION LTDSOLE | SPONSORD ADS NEW | 18.84M | SH | $27.31M 3.77% | 18.84M | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 296.36K | SH | $25.68M 3.54% | 296.36K | 0.00 | 0.00 |
CHART INDS INCSOLE | COM | 120.54K | SH | $25.19M 3.47% | 120.54K | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 458.08K | SH | $24.59M 3.39% | 458.08K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 198.13K | SH | $23.63M 3.26% | 198.13K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI STH KOR ETF | 100K | SH | $20.19M 2.79% | 100K | 0.00 | 0.00 |
TC ENERGY CORPSOLE | COM | 254.37K | SH | $16.86M 2.33% | 254.37K | 0.00 | 0.00 |
NEW AMER ACQUISITION I CORPSOLE | COM SHS CL A | 1.48M | SH | $14.97M 2.07% | 1.48M | 0.00 | 0.00 |
CANADIAN NAT RES LTD MED TERSOLE | COM | 343.44K | SH | $13.57M 1.87% | 343.44K | 0.00 | 0.00 |
BRIGHTHOUSE FINL INCSOLE | COM | 203.74K | SH | $12.90M 1.78% | 203.74K | 0.00 | 0.00 |
BROOKFIELD ASSET MANAGMT LTDSOLE | CL A LMT VTG SHS | 258.92K | SH | $11.61M 1.60% | 258.92K | 0.00 | 0.00 |
YORKVILLE ACQUISITION CORP.SOLE | SHS CL A | 1M | SH | $10.21M 1.41% | 1M | 0.00 | 0.00 |
SUN LIFE FINANCIAL INC.SOLE | COM | 130K | SH | $10.19M 1.41% | 130K | 0.00 | 0.00 |
NUTRIEN LTDSOLE | COM | 160.23K | SH | $10.09M 1.39% | 160.23K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 15K | SH | $9.84M 1.36% | 15K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 225.34K | SH | $9.60M 1.32% | 225.34K | 0.00 | 0.00 |
ISHARES TRSOLE | EXPANDED TECH | 100K | SH | $9.06M 1.25% | 100K | 0.00 | 0.00 |
IMPERIAL OIL LTDSOLE | COM NEW | 80.21K | SH | $8.99M 1.24% | 80.21K | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCSOLE | COM SER A | 330K | SH | $8.80M 1.21% | 330K | 0.00 | 0.00 |
PELTHOS THERAPEUTICS INCSOLE | COM SHS | 304.30K | SH | $8.60M 1.19% | 304.30K | 0.00 | 0.00 |
NEW AMER ACQUISITION I CORPSOLE | UNIT 99/99/9999 | 755.10K | SH | $7.87M 1.09% | 755.10K | 0.00 | 0.00 |
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