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Murray Stahl’s Replimune Group REPL Stock Holding History

Murray Stahl’s Portfolio REPL Stock Details REPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$139K Sell
12,584
-604
-5% -$3.69K ﹤0.01% 307
2026
Q1 		$101K Sell
13,188
-604
-4% -$4.62K ﹤0.01% 327
2025
Q4 		$134K Sell
13,792
-604
-4% -$5.13K ﹤0.01% 304
2025
Q3 		$60.3K Buy
14,396
+604
+4% +$3.86K ﹤0.01% 330
2025
Q2 		$128K Sell
13,792
-604
-4% -$5.27K ﹤0.01% 329
2025
Q1 		$140K Hold
14,396
– – ﹤0.01% 319
2024
Q4 		$174K Buy
14,396
+604
+4% +$7.34K ﹤0.01% 319
2024
Q3 		$151K Sell
13,792
-604
-4% -$6.13K ﹤0.01% 315
2024
Q2 		$130K Hold
14,396
– – ﹤0.01% 302
2024
Q1 		$118K Hold
14,396
– – ﹤0.01% 304
2023
Q4 		$121K Sell
14,396
-604
-4% -$7K ﹤0.01% 300
2023
Q3 		$257K Hold
15,000
– – 0.01% 260
2023
Q2 		$348K Hold
15,000
– – 0.01% 252
2023
Q1 		$265K Buy
+15,000
New +$357K 0.01% 273

Other funds holding REPL

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
RCI
Ridgeback Capital Investments Miami Beach, Florida $80.9M AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FIS
FCPM III Services Naarden, Netherlands $750M AUM 127.27% 1-Year Est. Return

Murray Stahl's REPL Position: Q2 2026 in Review

Murray Stahl reduced its Replimune Group (REPL) stake by 4.6% in Q2 2026, selling an estimated $3.69K and leaving 12,584 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Murray Stahl first reported a position in REPL in Q1 2023 and has held it in 14 quarters since. The position peaked at $348K in Q2 2023. 198 funds tracked by Wall St. Rank hold REPL as of Q2 2026.

  • Murray Stahl held 12,584 shares of Replimune Group worth $139K as of Q2 2026.
  • Murray Stahl sold 604 Replimune Group shares in Q2 2026, an estimated $3.69K.
  • Replimune Group made up ﹤0.01% of Murray Stahl's portfolio in Q2 2026, its #307 holding.
  • Murray Stahl first reported a position in Replimune Group in Q1 2023 and has held it in 14 quarters since.
  • Murray Stahl's Replimune Group position peaked at $348K in Q2 2023.
  • 198 funds tracked by Wall St. Rank held Replimune Group as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.