Murchinson Ltd.

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
137
Quarter
2025 Q4
Top Holding
TRP (17.6%)
Top 10 Concentration
71.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 137
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
TRP
TC ENERGY CORP
PUT
PUT Option 17.56% 0.03% #1 81
Prev: #82
9.3 1,979,000 39580.0%
P
S
1,984,000 $109,139,840 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WOLF
WOLFSPEED INC
PUT
PUT Option 10.74% 13.91% #2 1
Prev: #3
4.3 no change no change
P
S
3,834,800 $66,763,868 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NTR
NUTRIEN LTD
PUT
PUT Option 8.89% #3
Prev: #—
5.6 895,300 no change
NEW
895,300 $55,257,916 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TRP
TC ENERGY CORP
Energy 8.71% 27.96% #4 3
Prev: #1
3.7 -3,066,000 -75.7%
P
S
984,068 $54,133,581 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SOBO
SOUTH BOW CORP
PUT
PUT Option 6.49% #5
Prev: #—
4.6 1,467,400 no change
NEW
1,467,400 $40,309,478 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
PUT
PUT Option 5.49% #6
Prev: #—
4.2 50,000 no change
NEW
50,000 $34,096,000 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
LIBERTY MEDIA C...
Bond/Debt 4.06% 0.03% #7 76
Prev: #83
1.6 no change no change
P
S
250,000 $25,207,000 13F Filing 2025-12-31 2026-02-14 (Est.)
NNDM
NANO DIMENSION ...
Technology 3.85% 3.10% #8 3
Prev: #5
1.5 no change no change
P
S
15,550,000 $23,947,000 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ORCL
ORACLE CORP
CALL
CALL Option 3.14% #9
Prev: #—
3.3 100,000 no change
NEW
100,000 $19,491,000 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SUNC
SUNOCOCORP LLC
Energy 2.52% #10
Prev: #—
3.0 317,768 no change
NEW
317,768 $15,659,607 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSTR
STRATEGY INC
PUT
PUT Option 2.44% #11
Prev: #—
3.0 100,000 no change
NEW
100,000 $15,195,000 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RY
ROYAL BK CDA
CALL
CALL Option 1.71% 2.82% #12 6
Prev: #6
0.9 -88,800 -58.8%
P
S
62,300 $10,621,527 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
YORKVILLE ACQUI...
Unknown 1.63% 1.35% #13 4
Prev: #9
0.7 no change no change
P
S
1,000,400 $10,134,052 13F Filing 2025-12-31 2026-02-14 (Est.)
RY
ROYAL BK CDA
PUT
PUT Option 1.46% 2.82% #14 7
Prev: #7
0.8 -97,800 -64.7%
P
S
53,300 $9,087,117 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PTHS
PELTHOS THERAPE...
Healthcare 1.44% 0.99% #15 4
Prev: #11
2.6 9,479 3.4%
P
S
289,479 $8,973,849 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TD
TORONTO DOMINIO...
PUT
PUT Option 1.36% 0.72% #17 1
Prev: #18
2.6 19,000 26.8%
P
S
90,000 $8,478,000 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TD
TORONTO DOMINIO...
CALL
CALL Option 1.36% 0.72% #16 1
Prev: #17
2.6 19,000 26.8%
P
S
90,000 $8,478,000 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DAY
DAYFORCE INC
Technology 1.12% #18
Prev: #—
2.4 100,371 no change
NEW
100,371 $6,941,658 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MRNA
MODERNA INC
PUT
PUT Option 0.95% #19
Prev: #—
2.4 200,000 no change
NEW
200,000 $5,898,000 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PYPL
PAYPAL HLDGS IN...
CALL
CALL Option 0.94% #20
Prev: #—
2.4 100,000 no change
NEW
100,000 $5,838,000 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RKT
ROCKET COS INC
Financial Services 0.93% #21
Prev: #—
2.4 300,015 no change
NEW
300,015 $5,808,290 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RKT
ROCKET COS INC
PUT
PUT Option 0.93% 0.74% #22 6
Prev: #16
0.4 no change no change
P
S
300,000 $5,808,000 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BMO
BANK MONTREAL Q...
PUT
PUT Option 0.89% 0.50% #23 5
Prev: #28
2.5 12,500 41.7%
P
S
42,500 $5,516,075 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BMO
BANK MONTREAL Q...
CALL
CALL Option 0.89% 0.50% #24 3
Prev: #27
2.5 12,500 41.7%
P
S
42,500 $5,516,075 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NFLX
NETFLIX INC
ETF 0.75% #25
Prev: #—
2.3 50,000 no change
NEW
50,000 $4,688,000 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NTR
NUTRIEN LTD
Basic Materials 0.00% 15.55%
Sold All 😨
(Was: #2)
0.3 -1,500,032 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 0.00% 8.24%
Sold All 😨
(Was: #4)
0.3 -97,500 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 1.46%
Sold All 😨
(Was: #8)
0.3 -54,547 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VALE
VALE S A
Basic Materials 0.00% 1.23%
Sold All 😨
(Was: #10)
0.3 -1,000,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HOOD
ROBINHOOD MKTS ...
PUT
PUT Option 0.00% 0.91%
Sold All 😨
(Was: #12)
0.3 -50,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UEC
URANIUM ENERGY ...
CALL
CALL Option 0.00% 0.85%
Sold All 😨
(Was: #13)
0.3 -500,000 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OKLO
OKLO INC
PUT
PUT Option 0.00% 0.71%
Sold All 😨
(Was: #19)
0.3 -50,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FSLR
FIRST SOLAR INC
CALL
CALL Option 0.00% 0.70%
Sold All 😨
(Was: #20)
0.3 -25,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CNI
CANADIAN NATL R...
CALL
CALL Option 0.00% 0.68%
Sold All 😨
(Was: #21)
0.3 -56,500 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CNI
CANADIAN NATL R...
PUT
PUT Option 0.00% 0.68%
Sold All 😨
(Was: #22)
0.3 -56,500 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
INTC
INTEL CORP
CALL
CALL Option 0.00% 0.64%
Sold All 😨
(Was: #23)
0.3 -150,000 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IREN
IREN LIMITED
PUT
PUT Option 0.00% 0.60%
Sold All 😨
(Was: #24)
0.3 -100,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RGTI
RIGETTI COMPUTI...
PUT
PUT Option 0.00% 0.57%
Sold All 😨
(Was: #26)
0.3 -150,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
GLOBAL PMTS INC
Bond/Debt 0.00% 0.46%
Sold All 😨
(Was: #30)
0.3 -4,000,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
FIGR
FIGURE TECHNOLO...
CALL
CALL Option 0.00% 0.46%
Sold All 😨
(Was: #31)
0.3 -100,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DFDV
DEFI DEVELOPMEN...
PUT
PUT Option 0.00% 0.39%
Sold All 😨
(Was: #33)
0.3 -200,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
VERITONE INC
Bond/Debt 0.00% 0.38%
Sold All 😨
(Was: #34)
0.3 -4,000,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
YPF
YPF SOCIEDAD AN...
Energy 0.00% 0.31%
Sold All 😨
(Was: #35)
0.3 -100,000 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CP
CANADIAN PACIFI...
CALL
CALL Option 0.00% 0.31%
Sold All 😨
(Was: #37)
0.3 -32,500 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CP
CANADIAN PACIFI...
PUT
PUT Option 0.00% 0.31%
Sold All 😨
(Was: #36)
0.3 -32,500 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
BEYOND MEAT INC
Bond/Debt 0.00% 0.28%
Sold All 😨
(Was: #39)
0.3 -11,000,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
SRDX
SURMODICS INC
Unknown 0.00% 0.20%
Sold All 😨
(Was: #42)
0.3 -52,981 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IMO
IMPERIAL OIL LT...
CALL
CALL Option 0.00% 0.20%
Sold All 😨
(Was: #44)
0.3 -17,300 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IMO
IMPERIAL OIL LT...
PUT
PUT Option 0.00% 0.20%
Sold All 😨
(Was: #43)
0.3 -17,300 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPR
SPIRIT AEROSYST...
Industrials 0.00% 0.20%
Sold All 😨
(Was: #45)
0.3 -40,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SNAP
SNAP INC
CALL
CALL Option 0.00% 0.20%
Sold All 😨
(Was: #46)
0.3 -200,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MBX
MBX BIOSCIENCES...
Healthcare 0.00% 0.18%
Sold All 😨
(Was: #47)
0.3 -80,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EM
SMART SH GLOBAL...
Consumer Cyclical 0.00% 0.17%
Sold All 😨
(Was: #48)
0.3 -1,000,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IAG
IAMGOLD CORP
Basic Materials 0.00% 0.16%
Sold All 😨
(Was: #49)
0.3 -100,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SU
SUNCOR ENERGY I...
PUT
PUT Option 0.00% 0.13%
Sold All 😨
(Was: #51)
0.3 -25,000 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SU
SUNCOR ENERGY I...
CALL
CALL Option 0.00% 0.13%
Sold All 😨
(Was: #50)
0.3 -25,000 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QSR
RESTAURANT BRAN...
PUT
PUT Option 0.00% 0.13%
Sold All 😨
(Was: #52)
0.3 -15,900 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QSR
RESTAURANT BRAN...
CALL
CALL Option 0.00% 0.13%
Sold All 😨
(Was: #53)
0.3 -15,900 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
KYIVSTAR GROUP ...
PUT
PUT Option 0.00% 0.12%
Sold All 😨
(Was: #55)
0.3 -75,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
DPRO
DRAGANFLY INC.
CALL
CALL Option 0.00% 0.11%
Sold All 😨
(Was: #57)
0.3 -100,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LAC
LITHIUM AMERS C...
CALL
CALL Option 0.00% 0.11%
Sold All 😨
(Was: #58)
0.3 -150,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RAMP
LIVERAMP HLDGS ...
Technology 0.00% 0.10%
Sold All 😨
(Was: #60)
0.3 -30,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
KLARNA GROUP PL...
Unknown 0.00% 0.09%
Sold All 😨
(Was: #61)
0.3 -20,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
LUMN
LUMEN TECHNOLOG...
PUT
PUT Option 0.00% 0.09%
Sold All 😨
(Was: #62)
0.3 -118,200 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PERI
PERION NETWORK ...
Communication Services 0.00% 0.09%
Sold All 😨
(Was: #63)
0.3 -71,295 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
STAA
STAAR SURGICAL ...
Healthcare 0.00% 0.09%
Sold All 😨
(Was: #64)
0.3 -25,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ADUR
ADURO CLEAN TEC...
Industrials 0.00% 0.08%
Sold All 😨
(Was: #65)
0.3 -44,396 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HUT
HUT 8 CORP
Financial Services 0.00% 0.07%
Sold All 😨
(Was: #68)
0.3 -15,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RXRX
RECURSION PHARM...
CALL
CALL Option 0.00% 0.06%
Sold All 😨
(Was: #69)
0.3 -100,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FTEK
FUEL TECH INC
Industrials 0.00% 0.06%
Sold All 😨
(Was: #70)
0.3 -150,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LEXX
LEXARIA BIOSCIE...
Healthcare 0.00% 0.05%
Sold All 😨
(Was: #72)
0.3 -419,590 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HTZ
HERTZ GLOBAL HL...
Industrials 0.00% 0.05%
Sold All 😨
(Was: #73)
0.3 -57,446 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OPEN
OPENDOOR TECHNO...
Real Estate 0.00% 0.04%
Sold All 😨
(Was: #75)
0.3 -42,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPIR
SPIRE GLOBAL IN...
CALL
CALL Option 0.00% 0.04%
Sold All 😨
(Was: #76)
0.3 -29,600 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
STKE
SOL STRATEGIES ...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #77)
0.3 -67,701 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BAM
BROOKFIELD ASSE...
PUT
PUT Option 0.00% 0.04%
Sold All 😨
(Was: #78)
0.3 -5,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BAM
BROOKFIELD ASSE...
CALL
CALL Option 0.00% 0.04%
Sold All 😨
(Was: #79)
0.3 -5,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TRP
TC ENERGY CORP
CALL
CALL Option 0.00% 0.03%
Sold All 😨
(Was: #81)
0.3 -5,000 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MBBC
MARATHON BANCOR...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #85)
0.3 -22,802 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CGC
CANOPY GROWTH C...
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #86)
0.3 -150,000 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTLE
VITAL ENERGY IN...
Energy 0.00% 0.03%
Sold All 😨
(Was: #87)
0.3 -12,100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HBI
HANESBRANDS INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #90)
0.3 -16,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVDX
AVIDXCHANGE HOL...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #91)
0.3 -10,100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PHLT
PERFORMANT HEAL...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #92)
0.3 -13,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WOW
WIDEOPENWEST IN...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #93)
0.3 -19,400 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VMEO
VIMEO INC
Unknown 0.00% 0.01%
Sold All 😨
(Was: #94)
0.3 -12,900 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BAYAR
BAYVIEW ACQUISI...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #96)
0.3 -159,418 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 137 holdings

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