Fund HoldingsMurchinson Ltd.

Total Portfolio Value
$186.32M
Total Bought
$365.36M
Total Sold
$504.19M
Net Transaction
-$138.83M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
TC ENERGY CORP(TRP)(Put)5,0001,984,000+1,979,000272109,140+108,868
NUTRIEN LTD(NTR)(Put)0895,300+895,300055,258+55,258
SOUTH BOW CORP(SOBO)(Put)01,467,400+1,467,400040,309+40,309
SPDR S&P 500 ETF TR(SPY)(Put)050,000+50,000034,096+34,096
LIBERTY MEDIA CORP DEL(SIRI)00026325,20713.53%+24,944
ORACLE CORP(ORCL)(Call)0100,000+100,000019,491+19,491
SUNOCOCORP LLC(SUNC)0317,768+317,768015,6608.40%+15,660
STRATEGY INC(MSTR)(Put)0100,000+100,000015,195+15,195
DAYFORCE INC0100,371+100,37106,9423.73%+6,942
MODERNA INC(MRNA)(Put)0200,000+200,00005,898+5,898
PAYPAL HLDGS INC(PYPL)(Call)0100,000+100,00005,838+5,838
ROCKET COS INC(RKT)0300,015+300,01505,8083.12%+5,808
NETFLIX INC(NFLX)050,000+50,00004,6882.52%+4,688
CATALYST BANCORP INC0259,067+259,06704,0802.19%+4,080
FLUOR CORP NEW(FLR)(Put)0100,000+100,00003,963+3,963
PFIZER INC(PFE)(Call)0150,000+150,00003,735+3,735
NUTRIEN LTD(NTR)(Call)052,300+52,30003,228+3,228
GILDAN ACTIVEWEAR INC(GIL)051,012+51,01203,1861.71%+3,186
ENBRIDGE INC(ENB)(Call)060,000+60,00002,870+2,870
TORONTO DOMINION BK ONT(TD)(Call)71,00090,000+19,0005,6768,478+2,802
TORONTO DOMINION BK ONT(TD)(Put)71,00090,000+19,0005,6768,478+2,802
KENVUE INC(KVUE)0150,000+150,00002,5881.39%+2,588
RCI HOSPITALITY HLDGS INC(Call)0100,000+100,00002,384+2,384
BARRICK MNG CORP(B)(Put)043,200+43,20001,881+1,881
BARRICK MNG CORP(B)(Call)043,200+43,20001,881+1,881
BANK MONTREAL QUE013,347+13,34701,7320.93%+1,732
BANK MONTREAL QUE(Call)30,00042,500+12,5003,9085,516+1,609
BANK MONTREAL QUE(Put)30,00042,500+12,5003,9085,516+1,609
PELTHOS THERAPEUTICS INC280,000289,479+9,4797,8408,9744.82%+1,134
ENBRIDGE INC(ENB)(Put)020,000+20,0000957+957
NEW GOLD INC CDA0100,000+100,00008710.47%+871
ARBUTUS BIOPHARMA CORP(ABUS)200,000275,000+75,0009081,3230.71%+415
BEYOND MEAT INC00003720.20%+372
LENSAR INC031,110+31,11003620.19%+362
BCE INC(BCE)(Put)25,00037,500+12,500585893+309
BCE INC(BCE)(Call)25,00037,500+12,500585893+309
CAMPING WORLD HLDGS INC030,000+30,00002920.16%+292
APREA THERAPEUTICS INC0340,139+340,13902900.16%+290
TEXAS VENTURES ACQUISITION I
USD CL A ORD SHS
025,000+25,00002660.14%+266
ENBRIDGE INC(ENB)05,144+5,14402460.13%+246
CANADIAN IMPERIAL BANK OF CO(CM)(Put)02,700+2,7000245+245
CANADIAN IMPERIAL BANK OF CO(CM)(Call)02,700+2,7000245+245
RITHM PPTY TR INC011,981+11,98101990.11%+199
WENDYS CO(WEN)018,000+18,00001500.08%+150
CITY OFFICE REIT INC014,400+14,40001010.05%+101
EVENTBRITE INC022,500+22,50001000.05%+100
DENNYS CORP016,000+16,00001000.05%+100
USA TODAY CO INC(TDAY)500,000420,000-80,0002,0652,1631.16%+98
BEYOND MEAT INC0105,001+105,0010860.05%+86
REVIVA PHARMACEUTCLS HLDGS I(Call)0250,000+250,000070+70
ARBUTUS BIOPHARMA CORP(ABUS)(Call)222,900222,90001,0121,072+60
ENOVIX CORPORATION(ENVX)025,000+25,00001830.10%+183
GRABAGUN DIGITAL HLDGS INC015,000+15,0000450.02%+45
SPIRE GLOBAL INC25,00040,008+15,0082753000.16%+25
OFFERPAD SOLUTIONS INC012,000+12,0000150.01%+15
AMPLITECH GROUP INC046,693+46,693040.00%+4
ATLANTIC UN BANKSHARES CORP(AUB)106,874106,87403,7723,7732.02%+1
ROCKET COS INC(RKT)(Put)300,000300,00005,8145,808-6
NORTHWEST BANCSHARES INC MD(NWBI)30,00030,00003723600.19%-12
BAYVIEW ACQUISITION CORP159,4180-159,418260-26
NEW FORTRESS ENERGY INC(Put)31,50031,50007036-34
CHILDRENS PL INC NEW40,00043,000+3,0002481710.09%-77
VIMEO INC12,9000-12,9001000-100
WIDEOPENWEST INC19,4000-19,4001000-100
PERFORMANT HEALTHCARE INC13,0000-13,0001000-100
AVIDXCHANGE HOLDINGS INC10,1000-10,1001000-100
HANESBRANDS INC16,0000-16,0001050-105
BARK INC490,043490,04304072950.16%-112
RITHM PPTY TR INC71,8880-71,8881810-181
VITAL ENERGY INC12,1000-12,1002040-204
CANOPY GROWTH CORP150,0000-150,0002190-219
MARATHON BANCORP INC22,8020-22,8022380-238
TC ENERGY CORP(TRP)(Call)5,0000-5,0002720-272
BROOKFIELD ASSET MANAGMT LTD(BAM)(Put)5,0000-5,0002850-285
BROOKFIELD ASSET MANAGMT LTD(BAM)(Call)5,0000-5,0002850-285
SOL STRATEGIES INC67,7010-67,7012940-294
GEN DIGITAL INC(GEN)111,569111,56908245040.27%-320
SPIRE GLOBAL INC(Call)29,6000-29,6003250-325
OPENDOOR TECHNOLOGIES INC(OPEN)42,0000-42,0003350-335
HERTZ GLOBAL HLDGS INC57,4460-57,4463910-391
LEXARIA BIOSCIENCE CORP419,5900-419,5904000-400
FUEL TECH INC150,0000-150,0004500-450
NANO DIMENSION LTD015,550,000+15,550,000023,94712.85%+23,947
RECURSION PHARMACEUTICALS IN(RXRX)(Call)100,0000-100,0004880-488
HUT 8 CORP(HUT)15,0000-15,0005220-522
YORKVILLE ACQUISITION CORP.1,000,4001,000,400010,66410,1345.44%-530
ADURO CLEAN TECHNOLOGIES INC44,3960-44,3965950-595
STAAR SURGICAL CO(STAA)25,0000-25,0006720-672
PERION NETWORK LTD71,2950-71,2956840-684
LUMEN TECHNOLOGIES INC(LUMN)(Put)118,2000-118,2007230-723
KLARNA GROUP PLC(KLAR)20,0000-20,0007330-733
ORAMED PHARMACEUTICALS INC1,751,5591,340,247-411,3124,6243,8202.05%-804
LIVERAMP HLDGS INC(RAMP)30,0000-30,0008140-814
LITHIUM AMERS CORP NEW(LAC)(Call)150,0000-150,0008570-856
DRAGANFLY INC.(Call)100,0000-100,0008810-881
KYIVSTAR GROUP LTD(KYIV)(Put)75,0000-75,0009380-937
RESTAURANT BRANDS INTL INC(QSR)(Put)15,9000-15,9001,0200-1,020
RESTAURANT BRANDS INTL INC(QSR)(Call)15,9000-15,9001,0200-1,020
SUNCOR ENERGY INC NEW(SU)(Put)25,0000-25,0001,0450-1,045
SUNCOR ENERGY INC NEW(SU)(Call)25,0000-25,0001,0450-1,045
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