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Murchinson LTD.

CIK:0001838556
Investment Adviser
$427M AUM
62 holdings
Toronto, ON, Canada
Founded:2012
10 employees
Latest filing:Jun 30, 2025

Murchinson Ltd. is an investment adviser based in Toronto, Canada, primarily serving as an investment advisor and sub-advisor to institutional clients and certain investment vehicles, including managed accounts. The firm is active in global equity and credit markets and is known for shareholder activism and special situations, especially in small- and mid-cap public companies. It operates as an Exempt Reporting Adviser with the SEC, founded in 2012. Employee count is not publicly disclosed, but it is considered a boutique-sized manager.

Investment Strategy

Murchinson Ltd. focuses on global public and private equities and debt, specializing in shareholder activism, event-driven strategies, and special situations. Its approach includes engaging with underperforming or undervalued companies to unlock shareholder value, particularly via corporate governance initiatives, mergers and acquisitions proposals, and capital structure optimization. The firm seeks absolute return for investors while minimizing risk, and pursues investments with strong catalysts for change, leveraging deep analysis and active involvement.

Latest 13F Filing Activity

Murchinson LTD. filed their most recent 13F report on Jun 30, 2025 disclosing 42 equity positions and 6 options positions with a total 13F market value of $282M. The fund increased holdings in Enstar Group Limited, SPDR Gold TR, Ansys Inc. among other positions. Murchinson LTD. reduced exposure to Bank Nova Scotia Halifax, South Bow Corp., Core Scientific Inc. New among others.

Top Buys
E
ESGRENSTAR GROUP LIMITED
+$15.7M
G
GLDSPDR GOLD TR
+$15.2M
A
ANSSANSYS INC
+$7.1M
A
AZEKAZEK CO INC
+$5.4M
V
VZLAVIZSLA SILVER CORP
+$4.9M
Top Sells
B
BNSBANK NOVA SCOTIA HALIFAX
-$204.0M
S
SOBOSOUTH BOW CORP
-$102.7M
C
CORZCORE SCIENTIFIC INC NEW
-$78.2M
M
MSTUETF OPPORTUNITIES TRUST
-$54.0M
X
XUNITED STATES STL CORP NEW
-$33.9M

Top Holdings

S
SOBOSOUTH BOW CORP
+11.3%$31.9M
N
NNDMNANO DIMENSION LTD
+8.9%$25.2M
E
ESGRENSTAR GROUP LIMITED
+5.6%$15.7M
G
GLDSPDR GOLD TR
+5.4%$15.2M
V
VALEVALE S A
+3.4%$9.7M

Equity Positions (42)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
SOUTH BOW CORP11.30%$31.9M1,231,600$25.52$25.91-$102.7M
NANO DIMENSION LTD8.92%$25.2M15,550,000$2.81$1.62+$466.5K
ENSTAR GROUP LIMITED5.56%$15.7M46,709$336.36$336.36+$15.7M
SPDR GOLD TR5.40%$15.2M50,000$304.83$304.83+$15.2M
VALE S A3.44%$9.7M1,000,000$11.68$9.71-$270.0K

Options Positions (6)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
SPDR S&P 500 ETF TRSold
Call
$92.7M1,500$617.85$559.39-3,500-$187.0M
BEYOND MEAT INC
Put
$2.9M8,392$3.49$7.090-$213.5M
LUMEN TECHNOLOGIES INC
Put
$543.7K1,182$4.38$1.460+$80.4K
GLOBALSTAR INC
Call
$329.7K140$23.55$20.860+$310.1K
TILRAY BRANDS INCNew
Put
$164.0K4,000$0.41$0.41+4,000+$164.0K

Industry Allocation

NATURAL GAS TRANSMISSION
+28.0%
AGRICULTURAL CHEMICALS
+15.6%
SEMICONDUCTORS & RELATED DEVICES
+15.5%
COMMERCIAL BANKS, NEC
+8.1%
PRINTED CIRCUIT BOARDS
+3.1%