Murchinson Ltd.

Est. AUM

$791.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NUTRIEN LTDPUT	COM	$203.9M	2701900	25.77%	SOLE
2	SOUTH BOW CORP	COM	$57.5M	1725100	7.27%	SOLE
3	ROYAL BK CDAPUT	COM	$54.0M	333600	6.82%	SOLE
4	ROYAL BK CDACALL	COM	$54.0M	333600	6.82%	SOLE
5	NUTRIEN LTD	COM	$49.8M	659531	6.29%	SOLE
6	NANO DIMENSION LTD	SPONSORD ADS NEW	$26.4M	15550000	3.34%	SOLE
7	CHART INDS INC	COM	$24.9M	120539	3.15%	SOLE
8	TORONTO DOMINION BK ONTCALL	COM NEW	$23.8M	255000	3.01%	SOLE
9	TORONTO DOMINION BK ONTPUT	COM NEW	$23.8M	255000	3.01%	SOLE
10	BANK MONTREAL MEDIUMCALL	COM	$20.3M	150000	2.57%	SOLE
11	BANK MONTREAL MEDIUMPUT	COM	$20.3M	150000	2.57%	SOLE
12	ORACLE CORPCALL	COM	$14.7M	100000	1.86%	SOLE
13	ROYAL BK CDA	COM	$12.2M	75192	1.54%	SOLE
14	TC ENERGY CORPPUT	COM	$11.0M	175600	1.39%	SOLE
15	TC ENERGY CORPCALL	COM	$11.0M	175600	1.39%	SOLE
16	BANK NOVA SCOTIA B CPUT	COM	$10.2M	147300	1.29%	SOLE
17	BANK NOVA SCOTIA B CCALL	COM	$10.2M	147300	1.29%	SOLE
18	YORKVILLE ACQUISITION CORP.	SHS CL A	$10.1M	1000400	1.28%	SOLE
19	CANADIAN IMPERIAL BANK OF COPUT	COM	$10.1M	106600	1.28%	SOLE
20	CANADIAN IMPERIAL BANK OF COCALL	COM	$10.1M	106600	1.28%	SOLE
21	WARNER BROS DISCOVERY INC	COM SER A	$8.2M	300000	1.04%	SOLE
22	NEW AMER ACQUISITION I CORP	UNIT 99/99/9999	$7.8M	755100	0.99%	SOLE
23	SUNCOR ENERGY INC NEWCALL	COM	$7.5M	112800	0.94%	SOLE
24	SUNCOR ENERGY INC NEWPUT	COM	$7.5M	112800	0.94%	SOLE
25	PELTHOS THERAPEUTICS INC	COM SHS	$6.2M	296314	0.79%	SOLE
26	CANADIAN NAT RES LTD MED TERCALL	COM	$5.1M	105000	0.65%	SOLE
27	CANADIAN NAT RES LTD MED TERPUT	COM	$5.1M	105000	0.65%	SOLE
28	NUTRIEN LTDCALL	COM	$4.9M	64400	0.61%	SOLE
29	CANADIAN PACIFIC KANSAS CITYPUT	COM	$4.5M	57700	0.57%	SOLE
30	CANADIAN PACIFIC KANSAS CITYCALL	COM	$4.5M	57700	0.57%	SOLE
31	VANECK ETF TRUST	JUNIOR GOLD MINE	$4.5M	37500	0.57%	SOLE
32	ORAMED PHARMACEUTICALS INC	COM NEW	$4.5M	1315294	0.57%	SOLE
33	ATLANTIC UN BANKSHARES CORP	COM	$3.8M	106874	0.48%	SOLE
34	SUNOCOCORP LLC	COM SHS LLC	$3.6M	58527	0.46%	SOLE
35	ADVISORSHARES TR	PURE US CANNABIS	$3.5M	999895	0.45%	SOLE
36	NEXTNAV INCPUT	COMMON STOCK	$3.2M	200000	0.41%	SOLE
37	FIRST SOLAR INCCALL	COM	$3.0M	15000	0.37%	SOLE
38	ECHOSTAR CORPCALL	CL A	$2.9M	25000	0.37%	SOLE
39	BANK MONTREAL MEDIUM	COM	$2.7M	20046	0.34%	SOLE
40	PG&E CORPCALL	COM	$2.6M	150000	0.33%	SOLE
41	KENVUE INC	COM	$2.6M	150000	0.33%	SOLE
42	CANADIAN NATL RY COPUT	COM	$2.6M	25000	0.32%	SOLE
43	CANADIAN NATL RY COCALL	COM	$2.6M	25000	0.32%	SOLE
44	ENBRIDGE INCPUT	COM	$2.4M	45000	0.31%	SOLE
45	ENBRIDGE INCCALL	COM	$2.4M	45000	0.31%	SOLE
46	USA TODAY CO INC	COM	$2.3M	320000	0.29%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$2.0M	21844	0.25%	SOLE
48	ISHARES TR	0-3 MNTH TREASRY	$2.0M	19881	0.25%	SOLE
49	CANADIAN NATL RY CO	COM	$1.7M	16435	0.21%	SOLE
50	IMPERIAL OIL LTDPUT	COM NEW	$1.2M	8900	0.15%	SOLE

1–50 of 95

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.