Fund Holdings — Murchinson Ltd.

Total Portfolio Value
$248.81M
Total Bought
$189.54M
Total Sold
$99.52M
Net Transaction
+$90.01M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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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
CHART INDS INC0120,539+120,539024,92110.02%+24,921
ROYAL BK CDA(RY)075,192+75,192012,1654.89%+12,165
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
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
NANO DIMENSION LTD(NNDM)15,550,00015,550,000023,94726,43510.62%+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
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
FRANCO NEV CORP(FNV)03,164+3,16407820.31%+782
ORAMED PHARMACEUTICALS INC(ORMP)1,340,2471,315,294-24,9533,8204,4721.80%+652
OSISKO DEVELOPMENT CORP0200,000+200,00006500.26%+650
INTERNATIONAL MONEY EXPRESS(IMXI)021,700+21,70003430.14%+343
INCANNEX HEALTHCARE INC(IXHL)0104,113+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 NEW(SDA)05,700+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 INC(XAIR)0329,987+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 INC(VNDA)030,000+30,00002070.08%+207
TWO HARBORS INVENTMENT CORPO(TWO)017,000+17,00001940.08%+194
USA TODAY CO INC(TDAY)420,000320,000-100,0002,1632,2560.91%+93
CPI AEROSTRUCTURES INC(CVU)014,178+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 INC(AMPG)46,6930-46,69340—-4
OFFERPAD SOLUTIONS INC(OPAD)12,0000-12,000150—-15
YORKVILLE ACQUISITION CORP.(MCGA)1,000,4001,000,400010,13410,1144.07%-20
GRABAGUN DIGITAL HLDGS INC(PEW)15,0000-15,000450—-45
BEYOND MEAT INC(BYND)105,0010-105,001860—-86
DENNYS CORP16,0000-16,0001000—-100
EVENTBRITE INC22,5000-22,5001000—-100
CITY OFFICE REIT INC14,4000-14,4001010—-101
LENSAR INC(LNSR)31,11036,560+5,4503622180.09%-144
WENDYS CO(WEN)18,0000-18,0001500—-150
CHILDRENS PL INC NEW(PLCE)43,0000-43,0001710—-171
ENOVIX CORPORATION(ENVX)25,0000-25,0001830—-183
RITHM PPTY TR INC(RPT)11,9810-11,9811990—-199
ENBRIDGE INC(ENB)5,1440-5,1442460—-246
TEXAS VENTURES ACQUISITION I
USD CL A ORD SHS
25,0000-25,0002660—-266
APREA THERAPEUTICS INC(APRE)340,1390-340,1392900—-290
CAMPING WORLD HLDGS INC(CWH)30,0000-30,0002920—-292
BARK INC490,0430-490,0432950—-295
SPIRE GLOBAL INC(SPIR)40,0080-40,0083000—-300
BEYOND MEAT INC(BYND)0003720—-372
GEN DIGITAL INC(GEN)111,569111,5690504530.02%-452
WOLFSPEED INC(WOLF)49,5530-49,5538630—-863
NEW GOLD INC CDA100,0000-100,0008710—-871
ARBUTUS BIOPHARMA CORP(ABUS)275,0000-275,0001,3230—-1,323
TASKUS INC(TASK)168,7980-168,7981,9900—-1,990
PELTHOS THERAPEUTICS INC(PTHS)289,479296,314+6,8358,9746,2262.50%-2,748
GILDAN ACTIVEWEAR INC(GIL)51,0120-51,0123,1860—-3,186
CATALYST BANCORP INC(CLST)259,0670-259,0674,0800—-4,080
NETFLIX INC(NFLX)50,0000-50,0004,6880—-4,688
ROCKET COS INC(RKT)300,0150-300,0155,8080—-5,808
DAYFORCE INC100,3710-100,3716,9420—-6,942
SUNOCOCORP LLC(SUNC)317,76858,527-259,24115,6603,6081.45%-12,051
LIBERTY MEDIA CORP DEL(SIRI)00025,2072600.10%-24,947
TC ENERGY CORP(TRP)984,0680-984,06854,1340—-54,134
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Murchinson Ltd. — 13F Holdings — Q1 2026 | TickerTrail