Mudrick Capital Management, L.P.

CIK 0001655183 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

Mudrick Capital Management, L.P. reported 4 positions worth $447.9M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: DPC (70.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$447.9M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

4 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	DPC	DPC HOLDINGS PLC	SH	$314.1M	70.13%	6,402,671	—	—
▸ 2	EVTL	VERTICAL AEROSPACE LTD	SH	$90.8M	20.26%	52,159,585	—	—
▸ 3	VRM	VROOM, INC	SH	$30.7M	6.85%	3,982,846	—	—
▸ 4	FUBO	FUBOTV INC	SH	$12.4M	2.77%	1,346,465	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Mudrick Capital Management, L.P. hold as of Q2 2026?

Mudrick Capital Management, L.P. reported 4 positions worth $447.9M in its Q2 2026 13F filing. Largest positions: DPC (70.1%), EVTL (20.3%), VRM (6.8%) and FUBO (2.8%).

What did Mudrick Capital Management, L.P. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Mudrick Capital Management, L.P. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.