MondegarAI
Murchinson Ltd.

Q4 2024 · 13F-HR

Murchinson Ltd.holdings as filed

Filed 2025-02-14 · accession 0001493152-25-006792

$233.7M
Reported value
55
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
63008G203NNDMNANO DIMENSION LTD$38.6M16.5%15,550,000CommonSOLE
42809H107HESHESS CORP$33.3M14.2%250,000CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$30.6M13.1%901,700CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$29.3M12.5%50,000CommonSOLE
013091103ACIALBERTSONS COS INC$11.8M5.06%602,315CommonSOLE
91912E105VALEVALE S A$8.9M3.80%1,000,000CommonSOLE
00768Y453MSOSADVISORSHARES TR$7.4M3.18%1,949,800CommonSOLE
418100103HCP2EURHASHICORP INC$6.0M2.56%175,097CommonSOLE
68403P203ORMPORAMED PHARMACEUTICALS INC$4.2M1.81%1,750,959CommonSOLE
35953DAB0FUBO 3.25 02/15/26FUBOTV INC$4.2M1.78%5,200,000CommonSOLE
278768106SATSECHOSTAR CORP$3.7M1.60%163,100PUTSOLE
23282W605CYTKCYTOKINETICS INC$3.7M1.59%78,795CommonSOLE
69349H107TXNMTXNM ENERGY INC$3.7M1.58%75,000CommonSOLE
68218J103OABIOMNIAB INC$3.5M1.51%1,000,000CommonSOLE
140501AE7CSWC 5.125 11/15/29CAPITAL SOUTHWEST CORP$3.5M1.49%3,500,000CommonSOLE
N07059210ASMLASML HOLDING N V$3.5M1.48%5,000CommonSOLE
08862E109BYNDBEYOND MEAT INC$3.2M1.35%839,200PUTSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2.9M1.23%5,000CommonSOLE
87288V101TSSITSS INC DEL$2.8M1.18%231,900CommonSOLE
36472T109TDAYGANNETT CO INC$2.3M0.97%450,000CommonSOLE
46222L116IONQ/WSIONQ INC$2.3M0.97%74,500CommonSOLE
868873100SU6SURMODICS INC$2.0M0.85%50,081CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$1.9M0.83%70,000CommonSOLE
02079K107GOOGALPHABET INC$1.9M0.81%10,000CommonSOLE
14888L101CLSTCATALYST BANCORP INC$1.7M0.74%259,067CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$1.5M0.65%100,000CALLSOLE
690045109REVELYST INC$1.5M0.64%77,538CommonSOLE
08862EAB5BYND 0 03/15/27BEYOND MEAT INC$1.5M0.63%9,500,000CommonSOLE
46125A100LUNRINTUITIVE MACHINES INC$1.3M0.54%70,000CALLSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.2M0.49%10,000CommonSOLE
758075AF2RWT 7.75 06/15/27REDWOOD TRUST INC$985,3790.42%1,000,000CommonSOLE
84833T103SPROSPERO THERAPEUTICS INC$900,1270.39%873,910CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$720,2000.31%5,000CommonSOLE
110122140CELG-RBRISTOL-MYERS SQUIBB CO$700,0000.30%400,000CommonSOLE
83089J108SKYTSKYWATER TECHNOLOGY INC$690,0000.30%50,000CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$630,9000.27%30,000CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$627,6420.27%118,200PUTSOLE
45720N103INBXINHIBRX BIOSCIENCES INC$520,3660.22%33,790CommonSOLE
371927104GELGENESIS ENERGY L P$505,5000.22%50,000CommonSOLE
79589L106IOTSAMSARA INC$436,9000.19%10,000CommonSOLE
378973408GSATUSDGLOBALSTAR INC$414,0000.18%200,000CALLSOLE
35953D104FUBOGBPFUBOTV INC$398,6640.17%316,400PUTSOLE
307359885FFAIFARADAY FUTURE INTLGT ELEC I$390,5010.17%160,700CommonSOLE
293594107ENVXENOVIX CORPORATION$326,1000.14%30,000CommonSOLE
690370101BBBYBEYOND INC$295,8000.13%60,000CommonSOLE
80880W106SCLXUSDSCILEX HOLDING CO$283,0040.12%663,705CommonSOLE
531229AP7SIRI 3.75 03/15/28LIBERTY MEDIA CORP DEL$261,9750.11%250,000CommonSOLE
400510103GRYPHON DIGITAL MNG INC$259,3890.11%647,339CommonSOLE
14817C107FLNACASSAVA SCIENCES INC$241,9000.10%102,500CALLSOLE
75776W111REDWIRE CORPORATION$166,5270.07%24,500CommonSOLE
483467106KLTRKALTURA INC$136,9700.06%62,259CommonSOLE
89455T109TMCITREACE MED CONCEPTS INC$74,4000.03%10,000PUTSOLE
07323B118BAYARBAYVIEW ACQUISITION CORP$40,6350.02%270,000CommonSOLE
38983D300RITHM PROPERTY TRUST INC$37,1250.02%12,500CommonSOLE
03211Q200AMPGAMPLITECH GROUP INC$5,0410.00%63,000CommonSOLE

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.