Fund HoldingsMurchinson Ltd.

Total Portfolio Value
$657.78M
Total Bought
$332.37M
Total Sold
$314.45M
Net Transaction
+$17.92M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ACTIVISION BLIZZARD INC0964,916+964,916090,34513.73%+90,345
BANK NOVA SCOTIA0558,309+558,309033,9905.17%+33,990
NANO DIMENSION LTD012,000,000+12,000,000032,6404.96%+32,640
KELLANOVA(Put)0360,000+360,000020,117+20,117
KELLANOVA(Call)0360,000+360,000020,117+20,117
ROYAL BK CDA(RY)(Put)214111,000+110,786113,176+13,175
ROYAL BK CDA(RY)(Call)214111,000+110,78619013,176+12,985
BANK OF MONTREAL(Call)0111,700+111,700012,799+12,799
KENVUE INC(KVUE)0595,509+595,509011,9581.82%+11,958
BANK OF MONTREAL(Put)086,800+86,80009,946+9,946
HORIZON THERAPEUTICS PUBLIC ORD50,802128,171+77,3695,22514,8282.25%+9,603
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0100,000+100,00009,0391.37%+9,039
NVIDIA CORPORATION(NVDA)020,000+20,00008,7001.32%+8,700
SUNCOR ENERGY INC(SU)(Call)1,741154,500+152,759247,217+7,193
SUNCOR ENERGY INC(SU)(Put)1,741154,500+152,7594537,217+6,763
CANOPY GROWTH CORP(Put)05,142,200+5,142,20005,399+5,399
LUMENTUM HLDGS INC(LITE)(Put)0118,200+118,20005,313+5,313
VINFAST AUTO ORD(VFS)(Put)0218,900+218,90002,736+2,736
ARM HOLDINGS ADR050,000+50,00002,6760.41%+2,676
SPHERE ENTERTAINMENT CO(SPHR)52,624100,000+47,3761,4413,7160.56%+2,275
BANK OF MONTREAL025,000+25,00002,1090.32%+2,109
NOVAVAX INC(NVAX)0200,000+200,00001,4480.22%+1,448
HELEN OF TROY LTD(Put)12512,500+12,375311,457+1,426
GROUPON INC0003,0374,3880.67%+1,351
GLOBALSTAR INC(GSAT)0815,274+815,27401,0680.16%+1,068
INTERCONTINENTAL EXCHANGE IN(ICE)07,302+7,30208030.12%+803
WESTROCK COFFEE CO(Put)065,000+65,0000576+576
MISTRAS GROUP INC(Put)094,500+94,5000515+515
MISTRAS GROUP INC(Call)094,500+94,5000515+515
FUBOTV INC0003,7874,2830.65%+496
VINFAST AUTO LTD(VFS)0123,011+123,01104810.07%+481
YELLOW ORD0200,000+200,00002820.04%+282
3-D SYS CORP DEL050,000+50,00002460.04%+246
CANOO INC(Put)0500,000+500,0000245+245
PEAKSTONE REALTY TRUST
COMMON SHARES
013,057+13,05702170.03%+217
BRC INC(Put)050,000+50,0000180+180
TECK RESOURCES LTD(TECK)200,470200,020-4508,4408,6191.31%+179
COMPASS PATHWAYS PLC(CMPS)(Put)020,000+20,0000148+148
EXELA TECHNOLOGIES INC(Put)033,000+33,0000139+139
LANZATECH GLOBAL INC(Put)025,000+25,0000117+117
INDUSTRIAL LOGISTICS PPTYS T034,357+34,3570990.02%+99
WORKHORSE GROUP INC(Put)0150,000+150,000062+62
TRIUMPH FINANCIAL ORD5,0005,00003043240.05%+20
VAALCO ENERGY INC24,73424,7340931090.02%+16
DOUGLAS ELLIMAN INC35,97141,746+5,77580940.01%+14
NET POWER INC79,51661,994-17,5222672690.04%+2
FATHOM DIGITAL MFG CORP5,0600-5,06000-0
BIOHAVEN LTD(BHVN)100-1000-0
TATTOOED CHEF INC(Put)30-300-0
CANADIAN PACIFIC KANSAS CITY(CP)(Put)260-2610-1
DISNEY WALT CO(DIS)(Call)100-1020-2
LIGHTSPEED COMMERCE INC(LSPD)(Put)720-7230-3
ENERPLUS CORP(Call)2,2750-2,27530-3
WORKSPORT356,317356,317084800.01%-4
CANADIAN NAT RES LTD(CNQ)(Call)5020-50250-5
PROSHARES TR II1000-10070-7
BIONANO GENOMICS INC(Put)1,8880-1,888100-10
ROCKET COS INC(RKT)1,3430-1,343120-12
NI HLDGS INC9820-982150-15
ZIONS BANCORPORATION N A(Call)1500-150150-15
CAMECO CORP(CCJ)(Call)1,0900-1,090160-16
AEMETIS INC(Put)1,1710-1,171180-18
ROCKET COS INC(RKT)(Call)2330-233180-18
CANADIAN NATL RY CO(CNI)(Put)4150-415210-21
CANADIAN PACIFIC KANSAS CITY(CP)(Call)260-26240-24
RANGER ENERGY SVCS INC2,3830-2,383240-24
LIGHTSPEED COMMERCE INC(LSPD)(Call)720-72270-27
CENOVUS ENERGY INC(CVE)(Call)8950-895280-28
ICC HLDGS INC129,919129,91902,0992,0720.31%-28
VERTEX ENERGY INC5,7630-5,763360-36
PNM RES INC(TXNM)75,00075,00003,3833,3460.51%-37
KALTURA INC98,38998,38902091700.03%-38
TRIUMPH FINANCIAL INC(Call)930-93400-40
VALARIS LIMITED(VAL)4,4150-4,415470-47
SELECT WATER SOLUTIONS INC(WTTR)6,4840-6,484530-53
CENOVUS ENERGY INC(CVE)(Put)8950-895600-60
W & T OFFSHORE INC15,8680-15,868610-61
SPERO THERAPEUTICS INC762,700862,700+100,0001,1061,0440.16%-62
BARRICK GOLD CORP(Call)2,6500-2,650640-64
UPWORK INC(UPWK)7,5000-7,500700-70
WIX COM LTD
SHS
9700-970760-76
TEXAS PACIFIC LAND CORPORATI(TPL)590-59780-78
NABORS INDUSTRIES LTD(NBR)8690-869810-81
SUNCOR ENERGY INC NEW(SU)2,8000-2,800820-82
PERMIAN RESOURCES CORP(PR)7,6330-7,633840-84
SHOPIFY INC(SHOP)(Call)1,4270-1,427930-93
OCCIDENTAL PETE CORP2,6750-2,6751000-100
LUMEN TECHNOLOGIES INC(LUMN)(Put)1,1820-1,1821020-102
ARCA BIOPHARMA INC50,5930-50,5931030-103
PACWEST BANCORP DEL(Put)1,1210-1,1211120-112
EXELA TECHNOLOGIES INC(Put)3300-3301350-135
BARRICK GOLD CORP(Put)2,6500-2,6501590-159
IROBOT CORP25,00025,00001,1319480.14%-184
NET POWER INC16,0070-16,0072080-208
CANADIAN NAT RES LTD(CNQ)(Put)5020-5022110-211
OVINTIV INC(OVV)(Call)2,3050-2,3052260-226
WEATHERFORD INTL PLC(WFRD)4,1480-4,1482760-276
CAMECO CORP(CCJ)(Put)1,0900-1,0903810-381
OVINTIV INC(OVV)(Put)2,3050-2,3054510-451
ENERPLUS CORP(Put)2,2750-2,2754820-482
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