Mudrick Capital Management, L.P. 13F Holdings · Q2 2026
Mudrick Capital Management, L.P. reported 4 securities worth $447.93M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DPC (70.13%), EVTL (20.26%), VRM (6.85%). Among its top 25 positions this quarter: 1 new, 2 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DPC | DPC HOLDINGS PLC | $314.1M | 70.13% | 6.4M | New |
| 2 | EVTL | VERTICAL AEROSPACE LTD | $90.8M | 20.26% | 52.2M | Trimmed |
| 3 | VRM | VROOM, INC | $30.7M | 6.85% | 4.0M | Added |
| 4 | FUBO | FUBOTV INC | $12.4M | 2.77% | 1.3M | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR