Fund HoldingsMurchinson Ltd.

Total Portfolio Value
$248.81M
Total Bought
$596.04M
Total Sold
$394.14M
Net Transaction
+$201.90M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
NUTRIEN LTD(NTR)(Put)895,3002,701,900+1,806,60055,258203,885+148,627
SOUTH BOW CORP(SOBO)01,725,100+1,725,100057,48023.10%+57,480
NUTRIEN LTD(NTR)0659,531+659,531049,76820.00%+49,768
ROYAL BK CDA(RY)(Put)0333,600+333,600053,970+53,970
ROYAL BK CDA(RY)(Call)0333,600+333,600053,970+53,970
CHART INDS INC(GTLS)0120,539+120,539024,92110.02%+24,921
TORONTO DOMINION BK ONT(TD)(Call)90,000255,000+165,0008,47823,794+15,316
TORONTO DOMINION BK ONT(TD)(Put)90,000255,000+165,0008,47823,794+15,316
BANK MONTREAL MEDIUM(Call)42,500150,000+107,5005,51620,301+14,785
BANK MONTREAL MEDIUM(Put)42,500150,000+107,5005,51620,301+14,785
ROYAL BK CDA(RY)075,192+75,192012,1654.89%+12,165
TC ENERGY CORP(TRP)(Call)0175,600+175,600010,993+10,993
BANK NOVA SCOTIA B C(Call)0147,300+147,300010,209+10,209
BANK NOVA SCOTIA B C(Put)0147,300+147,300010,209+10,209
CANADIAN IMPERIAL BANK OF CO(CM)(Call)2,700106,600+103,90024510,100+9,856
CANADIAN IMPERIAL BANK OF CO(CM)(Put)2,700106,600+103,90024510,100+9,856
WARNER BROS DISCOVERY INC(WBD)0300,000+300,00008,2383.31%+8,238
NEW AMER ACQUISITION I CORP0755,100+755,10007,8383.15%+7,838
SUNCOR ENERGY INC NEW(SU)(Call)0112,800+112,80007,457+7,457
SUNCOR ENERGY INC NEW(SU)(Put)0112,800+112,80007,457+7,457
CANADIAN NAT RES LTD MED TER(CNQ)(Call)0105,000+105,00005,117+5,117
CANADIAN NAT RES LTD MED TER(CNQ)(Put)0105,000+105,00005,117+5,117
CANADIAN PACIFIC KANSAS CITY(CP)(Call)057,700+57,70004,539+4,539
CANADIAN PACIFIC KANSAS CITY(CP)(Put)057,700+57,70004,539+4,539
VANECK ETF TRUST
JUNIOR GOLD MINE
037,500+37,50004,5021.81%+4,502
ADVISORSHARES TR
PURE US CANN ETF
0999,895+999,89503,5501.43%+3,550
NEXTNAV INC(NN)(Put)0200,000+200,00003,204+3,204
FIRST SOLAR INC(FSLR)(Call)015,000+15,00002,959+2,959
ECHOSTAR CORP(ECHO)(Call)025,000+25,00002,927+2,927
PG&E CORP(PCG)(Call)0150,000+150,00002,636+2,636
CANADIAN NATL RY CO(CNI)(Call)025,000+25,00002,569+2,569
CANADIAN NATL RY CO(CNI)(Put)025,000+25,00002,569+2,569
NANO DIMENSION LTD15,550,00015,550,000023,94726,43510.62%+2,488
SPDR SERIES TRUST
ST STR BLO 1 ETF
021,844+21,84402,0020.80%+2,002
ISHARES TR019,881+19,88102,0010.80%+2,001
CANADIAN NATL RY CO(CNI)016,435+16,43501,6890.68%+1,689
NUTRIEN LTD(NTR)(Call)52,30064,400+12,1003,2284,860+1,632
ENBRIDGE INC(ENB)(Put)20,00045,000+25,0009572,436+1,480
IMPERIAL OIL LTD(IMO)(Call)08,900+8,90001,164+1,164
IMPERIAL OIL LTD(IMO)(Put)08,900+8,90001,164+1,164
ISHARES SILVER TR(SLV)015,000+15,00001,0220.41%+1,022
BANK MONTREAL MEDIUM13,34720,046+6,6991,7322,7131.09%+981
ATKORE INC015,000+15,00008840.36%+884
UNDER ARMOUR INC(UA)0150,000+150,00008690.35%+869
FORTIS INC(FTS)(Call)014,500+14,5000809+809
FORTIS INC(FTS)(Put)014,500+14,5000809+809
FRANCO NEV CORP(FNV)03,164+3,16407820.31%+782
ORAMED PHARMACEUTICALS INC1,340,2471,315,294-24,9533,8204,4721.80%+652
OSISKO DEVELOPMENT CORP0200,000+200,00006500.26%+650
INTERNATIONAL MONEY EXPRESS021,700+21,70003430.14%+343
INCANNEX HEALTHCARE INC0104,113+104,11303120.13%+312
JANUS HENDERSON GROUP PLC05,000+5,00002570.10%+257
ENHABIT INC
COM
017,700+17,70002490.10%+249
BLUE FOUNDRY BANCORP
COM
018,800+18,80002490.10%+249
DIGITALBRIDGE GROUP INC(DBRG)016,000+16,00002470.10%+247
PROASSURANCE CORP09,900+9,90002450.10%+245
CSG SYS INTL INC03,060+3,06002450.10%+245
ON24 INC
COM
030,100+30,10002440.10%+244
ONESTREAM INC
CL A
010,100+10,10002420.10%+242
AMICUS THERAPEUTIC
COM
016,700+16,70002410.10%+241
GREAT LAKES DREDGE & DOCK CO014,200+14,20002410.10%+241
DIAMOND HILL INVT GROUP INC
COM NEW
01,400+1,40002410.10%+241
AIR LEASE CORP
CL A
03,700+3,70002400.10%+240
SEMRUSH HLDGS INC
CL A COM
020,100+20,10002400.10%+240
SEALED AIR CORP NEW05,700+5,70002400.10%+240
VERIS RESIDENTIAL INC012,700+12,70002400.10%+240
CANTALOUPE INC022,100+22,10002390.10%+239
CLEAR CHANNEL OUTDOOR HLDGS(CCO)0100,800+100,80002390.10%+239
CLEARWATER ANALYTICS HLDGS I010,000+10,00002370.10%+237
TRI POINTE HOMES INC
COM
05,000+5,00002340.09%+234
HERITAGE COMM CORP018,600+18,60002320.09%+232
NORTHWESTERN ENERGY GROUP IN(NWE)03,500+3,50002310.09%+231
STELLAR BANCORP INC06,300+6,30002310.09%+231
BEYOND AIR INC0329,987+329,98702280.09%+228
BRIGHTHOUSE FINL INC(BHF)03,740+3,74002240.09%+224
EDISON INTL(EIX)03,000+3,00002200.09%+220
UDEMY INC047,500+47,50002190.09%+219
VANDA PHARMACEUTICALS INC030,000+30,00002070.08%+207
TWO HARBORS INVENTMENT CORPO(TWO)017,000+17,00001940.08%+194
GOSSAMER BIO INC(Call)0530,000+530,0000174+174
USA TODAY CO INC(TDAY)420,000320,000-100,0002,1632,2560.91%+93
CPI AEROSTRUCTURES INC014,178+14,1780560.02%+56
ATLANTIC UN BANKSHARES CORP(AUB)106,874106,87403,7733,8201.54%+47
NORTHWEST BANCSHARES INC(NWBI)30,00030,00003603810.15%+21
KENVUE INC(KVUE)150,000150,00002,5882,5861.04%-1
AMPLITECH GROUP INC46,6930-46,69340-4
OFFERPAD SOLUTIONS INC12,0000-12,000150-15
NEW FORTRESS ENERGY INC(Put)31,50031,50003619-17
YORKVILLE ACQUISITION CORP.1,000,4001,000,400010,13410,1144.07%-20
GRABAGUN DIGITAL HLDGS INC15,0000-15,000450-45
REVIVA PHARMACEUTCLS HLDGS I(Call)250,0000-250,000700-70
BEYOND MEAT INC105,0010-105,001860-86
DENNYS CORP16,0000-16,0001000-100
EVENTBRITE INC22,5000-22,5001000-100
CITY OFFICE REIT INC14,4000-14,4001010-101
LENSAR INC31,11036,560+5,4503622180.09%-144
WENDYS CO(WEN)18,0000-18,0001500-150
CHILDRENS PL INC NEW43,0000-43,0001710-171
ENOVIX CORPORATION(ENVX)25,0000-25,0001830-183
RITHM PPTY TR INC11,9810-11,9811990-199
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