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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 2 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IGV PUT ISHARES TR 100,000.0 $9.1M 1.25% NEW $90.60 +12.6%
22 CNI PUT CANADIAN NATL RY CO Industrials 75,000.0 $8.9M 1.23% NEW $119.24 +6.2%
23 WBD WARNER BROS DISCOVERY INC Communication Services 330,000.0 $8.8M 1.21% NEW $26.66 +4.8%
24 PELTHOS THERAPEUTICS INC 304,302.0 $8.6M 1.19% NEW $28.26
25 NEW AMER ACQUISITION I CORP 755,100.0 $7.9M 1.09% NEW $10.42
26 TRP CALL TC ENERGY CORP Energy 113,000.0 $7.5M 1.03% NEW $66.29 -4.5%
27 CNQ CALL CANADIAN NAT RES LTD MED TER Energy 178,900.0 $7.1M 0.97% NEW $39.50 +24.7%
28 TRP PUT TC ENERGY CORP Energy 103,000.0 $6.8M 0.94% NEW $66.29 -4.5%
29 BHF BRIGHTHOUSE FINL INC Financial Services 103,740.0 $6.6M 0.91% NEW $63.30 -11.9%
30 IMO CALL IMPERIAL OIL LTD Energy 57,700.0 $6.5M 0.89% NEW $112.02 +20.4%
31 MSOS ADVISORSHARES TR 1,249,895.0 $6.3M 0.88% NEW $5.08 -10.6%
32 BHF PUT BRIGHTHOUSE FINL INC Financial Services 100,000.0 $6.3M 0.87% NEW $63.30 -11.9%
33 ORMP ORAMED PHARMACEUTICALS INC Healthcare 1,290,294.0 $6.2M 0.86% NEW $4.81 -5.0%
34 MTUM PUT ISHARES TR 17,500.0 $6.0M 0.83% NEW $342.83 -6.1%
35 MRVL MARVELL TECHNOLOGY INC Technology 20,000.0 $6.0M 0.82% NEW $297.89 -21.3%
36 CALL BROOKFIELD ASSET MANAGMT LTD 127,500.0 $5.7M 0.79% NEW $44.85
37 SLF CALL SUN LIFE FINANCIAL INC. Financial Services 65,000.0 $5.1M 0.70% NEW $78.42 +2.9%
38 SLF PUT SUN LIFE FINANCIAL INC. Financial Services 65,000.0 $5.1M 0.70% NEW $78.42 +2.9%
39 PUT BROOKFIELD ASSET MANAGMT LTD 112,500.0 $5.0M 0.70% NEW $44.85
40 TTWO CALL TAKE-TWO INTERACTIVE SOFTWAR Communication Services 20,000.0 $5.0M 0.69% NEW $249.98 -3.3%
Page 2 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%