MURCHINSON LTD. TORONTO, A6 Investment Advisor
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Murchinson Ltd. is based out of Toronto. Murchinson Ltd. is a registered investment advisory firm Their last reported 13F filing for Q2 2023 included $787,720,844 in managed 13F securities and a top 10 holdings concentration of 92.62%. Murchinson Ltd.'s largest holding is TC Energy Corp with shares held of 11,572,113. Whalewisdom has at least 10 13F filings, 9 13D filings, and 7 13G filings


13F Activity

  • Market Value $787.721 Million
  • Prior Market Value $702.57 Million
  • New Purchases66 stocks
  • Additional Purchases5 stocks
  • Sold out of17 stocks
  • Reduced holdings in19 stocks
  • Top 10 Holdings % 92.62 %
  • Turnover % [1]:90.22%
  • Turnover Alt % [2]: 28.86 %
  • Time Held Top20:1.05 quarters
  • Time Held Top10:1.10 quarters
  • Time Held All:0.89 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


13F Sector Allocation Over Time

Fund Metrics

You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for MURCHINSON LTD.

Portfolio Analysis


Q2 2023:

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Consistent Across Past 12 Quarters:

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Type of 13F Disclosure 13F Holdings Report
% of holdings ETF 0.0
% of top 20 holdings the same as top 20 most commonly held by all managers 5.0%
min max mean median min max mean median
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Sector Allocation 0.008% (INDUSTRIALS) 82.326% (ENERGY) 8.333% 1.119% 0.455% (UTILITIES AND TELECOMMUNICATIONS) 83.338% (ENERGY) 12.5% 1.389%

Risk/Reward Analysis

Portfolio Market Cap Analysis

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-08-14

Performance for Q2 2023: 20.04%
Performance Last 4 Quarters: 28.44%
Performance Metrics
Stats are not available for the latest quarter

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View Last Form Adv Compilation Report on Record

Country: Canada

Business Phone: 416-845-0666
Professional Investment Advisor Data
SEC Registration as :
Form of Organization: Corporation
Organized in:
Number of employees:
Other Business Activities:
Advisor Fees/Compensation:
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.C (2),11.C (4),11.C (5),11.G
Data above was derived from SEC filings.

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