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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Murchinson Ltd.

Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001838556-25-000011

Total Value
$788.2M
Positions
96
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (96)

#IssuerTicker / CUSIPSharesValue% of Filing
1TC ENERGY CORPTRPRF4,050,068$220.4M27.96%
2NUTRIEN LTDNTR1,500,032$122.6M15.55%
3WOLFSPEED INCWOLF3,834,800$109.7M13.91%
4SPDR S&P 500 ETF TRSPY97,500$65.0M8.24%
5NANO DIMENSION LTDNNDM15,550,000$24.4M3.10%
6ROYAL BK CDA780087102151,100$22.3M2.82%
7ROYAL BK CDA780087102151,100$22.3M2.82%
8MR COOPER GROUP INC62482R10754,547$11.5M1.46%
9YORKVILLE ACQUISITION CORP.MCGAW1,000,400$10.7M1.35%
10VALE S AVALE1,000,000$9.7M1.23%
11PELTHOS THERAPEUTICS INCPTHS280,000$7.8M0.99%
12ROBINHOOD MKTS INC77070010250,000$7.2M0.91%
13URANIUM ENERGY CORPUEC500,000$6.7M0.85%
14AGNICO EAGLE MINES LTDAEM37,800$6.4M0.81%
15AGNICO EAGLE MINES LTDAEM37,800$6.4M0.81%
16ROCKET COS INC77311W101300,000$5.8M0.74%
17TORONTO DOMINION BK ONTTORO71,000$5.7M0.72%
18TORONTO DOMINION BK ONTTORO71,000$5.7M0.72%
19OKLO INCOKLO50,000$5.6M0.71%
20FIRST SOLAR INCFSLR25,000$5.5M0.70%
21CANADIAN NATL RY CO13637510256,500$5.3M0.68%
22CANADIAN NATL RY CO13637510256,500$5.3M0.68%
23INTEL CORPINTC150,000$5.0M0.64%
24IREN LIMITEDIREN100,000$4.7M0.60%
25ORAMED PHARMACEUTICALS INCORMP1,751,559$4.6M0.59%
26RIGETTI COMPUTING INCRGTIW150,000$4.5M0.57%
27BANK MONTREAL QUE06367110130,000$3.9M0.50%
28BANK MONTREAL QUE06367110130,000$3.9M0.50%
29ATLANTIC UN BANKSHARES CORP04911A107106,874$3.8M0.48%
30GLOBAL PMTS INC37940XAU64,000,000$3.7M0.46%
31FIGURE TECHNOLOGY SOLUTIOFGRS100,000$3.6M0.46%
32TASKUS INCTASK174,498$3.1M0.40%
33DEFI DEVELOPMENT CORPDFUKF200,000$3.1M0.39%
34VERITONE INCVERI4,000,000$3.0M0.38%
35YPF SOCIEDAD ANONIMAYPF100,000$2.4M0.31%
36CANADIAN PACIFIC KANSAS CITYCP32,500$2.4M0.31%
37CANADIAN PACIFIC KANSAS CITYCP32,500$2.4M0.31%
38WOLFSPEED INCWOLF77,414$2.2M0.28%
39BEYOND MEAT INCBYND11,000,000$2.2M0.28%
40GANNETT CO INCTDAY500,000$2.1M0.26%
41BEYOND MEAT INCBYND839,200$1.6M0.20%
42SURMODICS INC86887310052,981$1.6M0.20%
43IMPERIAL OIL LTDIMO17,300$1.6M0.20%
44IMPERIAL OIL LTDIMO17,300$1.6M0.20%
45SPIRIT AEROSYSTEMS HLDGS INC84857410940,000$1.5M0.20%
46SNAP INCSNAP200,000$1.5M0.20%
47MBX BIOSCIENCES INCMBX80,000$1.4M0.18%
48SMART SH GLOBAL LTD83193E1021,000,000$1.4M0.17%
49IAMGOLD CORPIAG100,000$1.3M0.16%
50SUNCOR ENERGY INC NEWSU25,000$1.0M0.13%
51SUNCOR ENERGY INC NEWSU25,000$1.0M0.13%
52RESTAURANT BRANDS INTL INC76131D10315,900$1.0M0.13%
53RESTAURANT BRANDS INTL INC76131D10315,900$1.0M0.13%
54ARBUTUS BIOPHARMA CORPABUS222,900$1.0M0.13%
55KYIVSTAR GROUP LTDKYIVW75,000$937,5000.12%
56ARBUTUS BIOPHARMA CORPABUS200,000$908,0000.12%
57DRAGANFLY INC.DPRO100,000$881,0000.11%
58LITHIUM AMERS CORP NEWLTUM150,000$856,5000.11%
59GEN DIGITAL INCGENVR111,569$824,4950.10%
60LIVERAMP HLDGS INCRAMP30,000$814,2000.10%
61KLARNA GROUP PLCKLAR20,000$733,0000.09%
62LUMEN TECHNOLOGIES INCLUMN118,200$723,3840.09%
63PERION NETWORK LTDPERI71,295$684,4320.09%
64STAAR SURGICAL COSTAA25,000$671,7500.09%
65ADURO CLEAN TECHNOLOGIES INCADUR44,396$594,9060.08%
66BCE INCBCPPF25,000$584,7500.07%
67BCE INCBCPPF25,000$584,7500.07%
68HUT 8 CORPHUT15,000$522,1500.07%
69RECURSION PHARMACEUTICALS INRXRX100,000$488,0000.06%
70FUEL TECH INCFTEK150,000$450,0000.06%
71BARK INCBARKW490,043$407,1280.05%
72LEXARIA BIOSCIENCE CORPLEXX419,590$399,7430.05%
73HERTZ GLOBAL HLDGS INCHTZWW57,446$390,6330.05%
74NORTHWEST BANCSHARES INC MDNWBI30,000$371,7000.05%
75OPENDOOR TECHNOLOGIES INCOPENZ42,000$334,7400.04%
76SPIRE GLOBAL INCSPIR29,600$325,3040.04%
77SOL STRATEGIES INCSTKE67,701$293,7600.04%
78BROOKFIELD ASSET MANAGMT LTD1130041055,000$284,7000.04%
79BROOKFIELD ASSET MANAGMT LTD1130041055,000$284,7000.04%
80SPIRE GLOBAL INCSPIR25,000$274,7500.03%
81TC ENERGY CORPTRPRF5,000$272,0500.03%
82TC ENERGY CORPTRPRF5,000$272,0500.03%
83LIBERTY MEDIA CORP DELFWONB250,000$262,6620.03%
84CHILDRENS PL INC NEW16890510740,000$248,4000.03%
85MARATHON BANCORP INC56575920622,802$237,8250.03%
86CANOPY GROWTH CORPCGC150,000$219,0000.03%
87VITAL ENERGY INC51680620512,100$204,3690.03%
88RITHM PPTY TR INC38983D30071,888$181,1580.02%
89ENOVIX CORPORATIONENVX13,000$129,6100.02%
90HANESBRANDS INC41034510216,000$105,4400.01%
91AVIDXCHANGE HOLDINGS INC05368X10210,100$100,4950.01%
92PERFORMANT HEALTHCARE INC71377E10513,000$100,4900.01%
93WIDEOPENWEST INC96758W10119,400$100,1040.01%
94VIMEO INC92719V10012,900$99,9750.01%
95NEW FORTRESS ENERGY INCNFE31,500$69,6150.01%
96BAYVIEW ACQUISITION CORPBAYAU159,418$25,5070.00%