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Portfolio (Quarterly) Guide ↗

Murchinson Ltd.

· CIK 0001838556
13F Portfolio $725M AUM 125 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 125 New
Page 3 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CNQ PUT CANADIAN NAT RES LTD MED TER Energy 123,900.0 $4.9M 0.68% NEW $39.50 +24.9%
42 BN CALL BROOKFIELD CORP Financial Services 112,600.0 $4.8M 0.66% NEW $42.59 -1.3%
43 AUB ATLANTIC UN BANKSHARES CORP Financial Services 106,874.0 $4.5M 0.62% NEW $42.31 -0.3%
44 BN PUT BROOKFIELD CORP Financial Services 105,100.0 $4.5M 0.62% NEW $42.59 -1.3%
45 NTR CALL NUTRIEN LTD Basic Materials 67,600.0 $4.3M 0.59% NEW $62.95 +10.0%
46 NTR PUT NUTRIEN LTD Basic Materials 65,000.0 $4.1M 0.56% NEW $62.95 +10.0%
47 TRULIEVE CANNABIS CORP 355,200.0 $3.5M 0.48% NEW $9.83
48 PCG CALL PG&E CORP Utilities 200,000.0 $3.4M 0.46% NEW $16.82 +6.2%
49 FTS CALL FORTIS INC Utilities 58,000.0 $3.3M 0.46% NEW $57.23 -0.6%
50 SKM SK TELECOM CO LTD Communication Services 100,000.0 $3.2M 0.44% NEW $32.16 +19.8%
51 ENB CALL ENBRIDGE INC Energy 53,000.0 $2.9M 0.40% NEW $54.21 -5.3%
52 TRP TC ENERGY CORP Energy 38,367.0 $2.5M 0.35% NEW $66.29 -3.5%
53 SATS CALL ECHOSTAR CORP Technology 25,000.0 $2.5M 0.35% NEW $101.50 -14.3%
54 FTS PUT FORTIS INC Utilities 43,500.0 $2.5M 0.34% NEW $57.23 -0.6%
55 WCN PUT WASTE CONNECTIONS INC Industrials 14,400.0 $2.4M 0.33% NEW $166.69 +0.2%
56 WCN CALL WASTE CONNECTIONS INC Industrials 14,400.0 $2.4M 0.33% NEW $166.69 +0.2%
57 B CALL BARRICK MNG CORP Basic Materials 62,600.0 $2.3M 0.32% NEW $36.73 +14.0%
58 B PUT BARRICK MNG CORP Basic Materials 62,600.0 $2.3M 0.32% NEW $36.73 +14.0%
59 WPM PUT WHEATON PRECIOUS METALS CORP Basic Materials 20,000.0 $2.2M 0.31% NEW $112.32 +18.1%
60 WPM CALL WHEATON PRECIOUS METALS CORP Basic Materials 20,000.0 $2.2M 0.31% NEW $112.32 +18.1%
Page 3 of 7  ·  125 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.7%
Technology 25.5%
Industrials 20.0%
Communication Services 10.4%
Energy 6.5%
Healthcare 4.8%
Utilities 1.9%
Basic Materials 1.3%