Fund HoldingsMurchinson Ltd.

Total Portfolio Value
$574.08M
Total Bought
$465.22M
Total Sold
$664.45M
Net Transaction
-$199.23M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
BANK NOVA SCOTIA HALIFAX558,3093,101,309+2,543,00033,990151,00326.30%+117,013
ISHARES TR0500,000+500,0000100,35517.48%+100,355
UNITED STATES STL CORP NEW01,261,347+1,261,347061,36510.69%+61,365
SELECT SECTOR SPDR TR
ST STR ENERG ETF
100,000121,250+21,2509,03943,1657.52%+34,126
PIONEER NAT RES CO0143,387+143,387032,2455.62%+32,245
SPLUNK INC0201,159+201,159030,6475.34%+30,647
ALIBABA GROUP HLDG LTD(BABA)0250,000+250,000019,3783.38%+19,378
IMPERIAL OIL LTD(IMO)0311,391+311,391017,7463.09%+17,746
HESS CORP0100,000+100,000014,4162.51%+14,416
CYTOKINETICS INC(CYTK)069,439+69,43905,7971.01%+5,797
ALTERYX INC084,353+84,35303,9780.69%+3,978
SOVOS BRANDS INC0152,900+152,90003,3680.59%+3,368
TARO PHARMACEUTICAL INDS LTD0167,782+167,78207,0101.22%+7,010
IMMUNOGEN INC0100,000+100,00002,9650.52%+2,965
YPF SOCIEDAD ANONIMA(YPF)0167,705+167,70502,8830.50%+2,883
BAYVIEW ACQUISITION CORP0270,000+270,00002,7320.48%+2,732
CAPRI HOLDINGS LIMITED
SHS
050,000+50,00002,5120.44%+2,512
ORAMED PHARMACEUTICALS INC01,050,000+1,050,00002,4260.42%+2,426
CAPSTAR FINL HLDGS INC095,514+95,51401,7900.31%+1,790
SPHERE ENTERTAINMENT CO(SPHR)100,000157,412+57,4123,7165,3460.93%+1,630
TEXTAINER GROUP HOLDINGS LTD028,778+28,77801,4160.25%+1,416
SPIRIT AIRLS INC050,000+50,00008200.14%+820
FUBOTV INC0004,2834,7840.83%+501
ALPHABET INC(GOOG)050,233+50,23307,0171.22%+7,017
SPERO THERAPEUTICS INC862,700862,70001,0441,2680.22%+224
3-D SYS CORP DEL50,00050,00002463180.06%+72
KALTURA INC98,38998,38901701920.03%+22
AMPLITECH GROUP INC063,000+63,000000.00%0
WORKHORSE GROUP INC(Put)150,0000-150,000620-62
ICC HLDGS INC129,919129,91902,0721,9980.35%-74
WORKSPORT356,3170-356,317800-80
DOUGLAS ELLIMAN INC41,7460-41,746940-94
INDUSTRIAL LOGISTICS PPTYS T34,3570-34,357990-99
VAALCO ENERGY INC24,7340-24,7341090-109
LANZATECH GLOBAL INC(Put)25,0000-25,0001170-117
EXELA TECHNOLOGIES INC(Put)33,0000-33,0001390-139
COMPASS PATHWAYS PLC(CMPS)(Put)20,0000-20,0001480-148
BRC INC(Put)50,0000-50,0001800-179
PEAKSTONE REALTY TRUST
COMMON SHARES
13,0570-13,0572170-217
PNM RES INC(TXNM)75,00075,00003,3463,1200.54%-226
CANOO INC(Put)500,0000-500,0002450-245
NET POWER INC61,9940-61,9942690-269
YELLOW ORD200,0000-200,0002820-282
TRIUMPH FINANCIAL ORD5,0000-5,0003240-324
VINFAST AUTO LTD(VFS)123,0110-123,0114810-481
MISTRAS GROUP INC(Put)94,5000-94,5005150-515
MISTRAS GROUP INC(Call)94,5000-94,5005150-515
WESTROCK COFFEE CO(Put)65,0000-65,0005760-576
RITE AID CORP(Put)000000
INTERCONTINENTAL EXCHANGE IN(ICE)7,3020-7,3028030-803
IROBOT CORP25,0000-25,0009480-947
NOVAVAX INC(NVAX)200,000100,000-100,0001,4484800.08%-968
GLOBALSTAR INC(GSAT)815,2740-815,2741,0680-1,068
HELEN OF TROY LTD(Put)12,5000-12,5001,4570-1,457
BANK OF MONTREAL25,0000-25,0002,1090-2,109
GROUPON INC0004,3882,2160.39%-2,172
NANO DIMENSION LTD12,000,00012,550,000+550,00032,64030,1205.25%-2,520
ARM HOLDINGS ADR50,0000-50,0002,6760-2,676
VINFAST AUTO ORD(VFS)(Put)218,9000-218,9002,7360-2,736
SEMTECH CORP(SMTC)000000
TECK RESOURCES LTD(TECK)200,020100,503-99,5178,6194,2480.74%-4,371
LUMENTUM HLDGS INC(LITE)(Put)118,2000-118,2005,3130-5,313
CANOPY GROWTH CORP(Put)5,142,2000-5,142,2005,3990-5,399
TAIWAN SEMICONDUCTOR MFG LTD(TSM)000000
KENVUE INC(KVUE)595,509230,103-365,40611,9584,9540.86%-7,004
SUNCOR ENERGY INC(SU)(Call)154,5000-154,5007,2170-7,217
SUNCOR ENERGY INC(SU)(Put)154,5000-154,5007,2170-7,217
NVIDIA CORPORATION(NVDA)20,0000-20,0008,7000-8,700
BANK OF MONTREAL(Put)86,8000-86,8009,9460-9,946
BANK OF MONTREAL(Call)111,7000-111,70012,7990-12,799
ROYAL BK CDA(RY)(Put)111,0000-111,00013,1760-13,176
ROYAL BK CDA(RY)(Call)111,0000-111,00013,1760-13,176
HORIZON THERAPEUTICS PUBLIC ORD128,1710-128,17114,8280-14,828
KELLANOVA(Put)360,0000-360,00020,1170-20,117
KELLANOVA(Call)360,0000-360,00020,1170-20,117
ACTIVISION BLIZZARD INC964,9160-964,91690,3450-90,345
TC ENERGY CORP(TRP)000000
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