Mudrick Capital Management, L.P. 13F holdings
Mudrick Capital Management, L.P. reported 4 positions with a total reported value of $447.9M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: DPC DPC HOLDINGS PLC (70.1%), EVTL VERTICAL AEROSPACE LTD (20.3%), VRM VROOM, INC (6.8%), FUBO FUBOTV INC (2.8%). Against 2026-03-31 it opened 1 new position and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
4 largest of 4 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| DPC DPC HOLDINGS PLC | 6,402,671 | $314.1M | 70.1% |
| EVTL VERTICAL AEROSPACE LTD | 52,159,585 | $90.8M | 20.3% |
| VRM VROOM, INC | 3,982,846 | $30.7M | 6.8% |
| FUBO FUBOTV INC | 1,346,465 | $12.4M | 2.8% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| DPC DPC HOLDINGS PLC | 6,402,671 | $314.1M | 70.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| FUBO FUBOTV INC | 89,060 | 1,346,465 | +1,411.9% | $12.4M |
| VRM VROOM, INC | 3,967,251 | 3,982,846 | +0.4% | $30.7M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| EVTL VERTICAL AEROSPACE LTD | 54,659,585 | 52,159,585 | -4.6% | $90.8M |
CIK 1655183 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
