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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 4 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BNS CALL BANK NOVA SCOTIA B C Financial Services 25,000.0 $2.2M 0.30% NEW $86.84 +3.3%
62 BNS PUT BANK NOVA SCOTIA B C Financial Services 25,000.0 $2.2M 0.30% NEW $86.84 +3.3%
63 RCI CALL ROGERS COMMUNICATIONS INC Communication Services 65,000.0 $2.1M 0.29% NEW $32.50 +11.0%
64 TECK CALL TECK RESOURCES LTD Basic Materials 35,000.0 $2.1M 0.29% NEW $59.46 +6.5%
65 TECK PUT TECK RESOURCES LTD Basic Materials 35,000.0 $2.1M 0.29% NEW $59.46 +6.5%
66 ENB PUT ENBRIDGE INC Energy 38,000.0 $2.1M 0.28% NEW $54.21 -5.4%
67 NKE CALL NIKE INC Consumer Cyclical 50,000.0 $2.1M 0.28% NEW $41.05 -1.2%
68 FTS FORTIS INC Utilities 35,433.0 $2.0M 0.28% NEW $57.23 -1.0%
69 STARLINK AI ACQUISITION CORP 200,000.0 $2.0M 0.28% NEW $10.11
70 BRUN BOOST RUN INC 52,000.0 $2.0M 0.28% NEW $38.81 -47.5%
71 BIL SPDR SERIES TRUST 21,844.0 $2.0M 0.28% NEW $91.64 -0.1%
72 SGOV ISHARES TR 19,881.0 $2.0M 0.28% NEW $100.67 -0.1%
73 IMO IMPERIAL OIL LTD Energy 17,512.0 $2.0M 0.27% NEW $112.02 +20.9%
74 CANADIAN PACIFIC KANSAS CITY 22,357.0 $1.9M 0.27% NEW $86.65
75 NTR NUTRIEN LTD Basic Materials 27,631.0 $1.7M 0.24% NEW $62.95 +10.0%
76 TDAY USA TODAY CO INC Communication Services 200,000.0 $1.7M 0.24% NEW $8.55 -21.8%
77 CNQ CANADIAN NAT RES LTD MED TER Energy 40,635.0 $1.6M 0.22% NEW $39.50 +25.2%
78 NUVATION BIO INC 1,500,000.0 $1.6M 0.22% NEW $1.05
79 MFC CALL MANULIFE FINL CORP Financial Services 38,000.0 $1.5M 0.21% NEW $40.51 +9.0%
80 MFC PUT MANULIFE FINL CORP Financial Services 38,000.0 $1.5M 0.21% NEW $40.51 +9.0%
Page 4 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%