MondegarAI
Murchinson Ltd.

Q3 2024 · 13F-HR

Murchinson Ltd.holdings as filed

Filed 2024-11-14 · accession 0001493152-24-045572

$368.2M
Reported value
81
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
63008G203NNDMNANO DIMENSION LTD$38.1M10.3%15,550,000CommonSOLE
594972408MSTRMICROSTRATEGY INC$37.1M10.1%220,000PUTSOLE
912909108USX1UNITED STATES STL CORP NEW$36.9M10.0%1,045,700CommonSOLE
46090E103QQQINVESCO QQQ TR$30.5M8.29%62,500CommonSOLE
780087102RYROYAL BK CDA$18.2M4.95%146,000PUTSOLE
780087102RYROYAL BK CDA$18.2M4.95%146,000CALLSOLE
42809H107HESHESS CORP$17.0M4.61%125,000CommonSOLE
097023105BABOEING CO$15.2M4.13%100,000PUTSOLE
00768Y453MSOSADVISORSHARES TR$13.6M3.70%1,899,800CommonSOLE
013091103ACIALBERTSONS COS INC$11.7M3.17%632,315CommonSOLE
91912E105VALEVALE S A$11.7M3.17%1,000,000CommonSOLE
023436108AMEDAMEDISYS INC$10.2M2.76%105,376CommonSOLE
76954AAB9RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$8.9M2.42%9,500,000CommonSOLE
000361105AIRAAR CORP$8.5M2.32%130,700PUTSOLE
418100103HCP2EURHASHICORP INC$6.1M1.66%181,000CommonSOLE
08862E109BYNDBEYOND MEAT INC$5.7M1.55%839,200PUTSOLE
848577102SAVEEURSPIRIT AIRLS INC$5.5M1.48%2,275,900PUTSOLE
580589109MGRCMCGRATH RENTCORP$4.7M1.28%44,713CommonSOLE
23282W605CYTKCYTOKINETICS INC$4.4M1.20%83,795CommonSOLE
71375U101PRFTUSDPERFICIENT INC$4.3M1.17%57,050CommonSOLE
68218J103OABIOMNIAB INC$4.2M1.15%1,000,000CommonSOLE
35953DAB0FUBO 3.25 02/15/26FUBOTV INC$4.2M1.15%5,500,000CommonSOLE
68403P203ORMPORAMED PHARMACEUTICALS INC$4.2M1.13%1,708,879CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$4.1M1.10%110,000PUTSOLE
867224107SUSUNCOR ENERGY INC NEW$4.1M1.10%110,000CALLSOLE
278768106SATSECHOSTAR CORP$4.0M1.10%163,100PUTSOLE
69349H107TXNMTXNM ENERGY INC$3.3M0.89%75,000CommonSOLE
20825C104COPCONOCOPHILLIPS$2.7M0.73%25,500CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$2.6M0.71%10,000CommonSOLE
36472T109TDAYGANNETT CO INC$2.5M0.69%450,000CommonSOLE
984245100YPFYPF SOCIEDAD ANONIMA$2.5M0.67%115,839CommonSOLE
868873100SU6SURMODICS INC$2.1M0.58%55,000CommonSOLE
848577AB8SAVE 1 05/15/26SPIRIT AIRLS INC$2.1M0.57%7,000,000CommonSOLE
08862EAB5BYND 0 03/15/27BEYOND MEAT INC$1.6M0.43%9,500,000CommonSOLE
378973408GSATUSDGLOBALSTAR INC$1.5M0.42%1,245,999CommonSOLE
916896103UECURANIUM ENERGY CORP$1.4M0.38%225,000CommonSOLE
88339PAD3REAL 1 03/01/28THE REALREAL INC$1.3M0.34%2,700,000CommonSOLE
371927104GELGENESIS ENERGY L P$1.0M0.27%75,160CommonSOLE
25058X303DM*DESKTOP METAL INC$971,8270.26%208,100CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$839,2200.23%118,200PUTSOLE
163092AF6CHGG 0 09/01/26CHEGG INC$760,5510.21%1,000,000CommonSOLE
845467109SWN1EURSOUTHWESTERN ENERGY CO$711,0000.19%100,000CommonSOLE
780087102RYROYAL BK CDA$655,4560.18%5,255CommonSOLE
45720N103INBXINHIBRX BIOSCIENCES INC$529,1510.14%33,790CommonSOLE
35953D104FUBOGBPFUBOTV INC$449,2880.12%316,400PUTSOLE
00181T107GOLDA-MARK PRECIOUS METALS INC$441,6000.12%10,000PUTSOLE
400510103GRYPHON DIGITAL MNG INC$441,0970.12%647,339CommonSOLE
891160509TDTORONTO DOMINION BK ONT$410,1150.11%6,483CommonSOLE
82509L107SHOPSHOPIFY INC$359,9890.10%4,492CommonSOLE
349853101FWRDUSDFORWARD AIR CORP$354,0000.10%10,000PUTSOLE
29250N105ENBENBRIDGE INC$328,1290.09%8,080CommonSOLE
136375102CNICANADIAN NATL RY CO$325,6090.09%2,056CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$296,2250.08%3,463CommonSOLE
11271J107BNBROOKFIELD CORP$283,9800.08%5,343CommonSOLE
136385101CNQCANADIAN NAT RES LTD$262,3260.07%7,899CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$248,6920.07%4,564CommonSOLE
063671101BMOBANK MONTREAL QUE$244,0810.07%2,706CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$214,8130.06%3,502CommonSOLE
05465P101AXNX*AXONICS INC$208,8000.06%3,000CommonSOLE
73939C106POWERSCHOOL HOLDINGS INC$205,5600.06%9,000CommonSOLE
209034107CNSLEURCONSOLIDATED COMM HLDGS INC$204,1600.06%44,000CommonSOLE
92858V101VZIOEURVIZIO HLDG CORP$201,0600.05%18,000CommonSOLE
81948W104SHCRUSDSHARECARE INC$200,2200.05%141,000CommonSOLE
784933103SGRPSPAR GROUP INC$196,0000.05%80,000CommonSOLE
87968A104TELLEURTELLURIAN INC NEW$194,9700.05%201,000CommonSOLE
92240M108VGREURVECTOR GROUP LTD$193,9600.05%13,000CommonSOLE
72814N104AGSPLAYAGS INC$193,6300.05%17,000CommonSOLE
00258W108THE AARONS COMPANY INC$189,0500.05%19,000CommonSOLE
77634L105RCM1USDR1 RCM INC$184,2100.05%13,000CommonSOLE
452521107IMMRIMMERSION CORP$178,4000.05%20,000PUTSOLE
G98Y9E102ZJKZJK INDL CO. LTD.$175,0000.05%35,000CommonSOLE
63942X106NVTSNAVITAS SEMICONDUCTOR CORP$141,8550.04%57,900PUTSOLE
483467106KLTRKALTURA INC$133,8090.04%98,389CommonSOLE
67079K118NUSCALE PWR CORP$64,2000.02%20,000CommonSOLE
89455T109TMCITREACE MED CONCEPTS INC$58,0000.02%10,000PUTSOLE
07323B118BAYARBAYVIEW ACQUISITION CORP$40,5270.01%270,000CommonSOLE
015658115ASTLWALGOMA STL GROUP INC$35,1900.01%20,400CommonSOLE
88554D205DDD3-D SYS CORP DEL$28,4000.01%10,000CommonSOLE
30162V805XELAEXELA TECHNOLOGIES INC$26,7800.01%13,000PUTSOLE
G63369113MRNOWMURANO GLOBAL INVTS PLC$14,9500.00%106,049CommonSOLE
G2662B111CRMLWCRITICAL METALS CORP$9,6970.00%39,355CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.