Mudrick Capital Management, L.P. reported 4 positions worth $447.93M for the quarter ended Jun 30, 2026, up 156.8% on the prior quarter. It opened 1 new position, added to 2, trimmed 1 and exited 0. Its largest holding is DPC Holdings PLC at 70.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| EVTL Vertical Aerospace Ltd. | -2.50M | -4.6% | $4.35M | 20.26% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| DPC DPC Holdings PLC | +6.40M | $314.12M | 70.13% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | DPC DPC Holdings PLC | Industrials | 6.40M | $314.12M | 70.13% | +6.40M | – | New | 4.29% |
| 2 | EVTL Vertical Aerospace Ltd. | Industrials | 52.16M | $90.76M | 20.26% | -2.50M | -4.6% | Reduced | 58.83% |
| 3 | VRM Vroom, Inc. | Financial Services | 3.98M | $30.67M | 6.85% | +15.6K | +0.4% | Added | 76.09% |
| 4 | FUBO FuboTV Inc. | Technology | 1.35M | $12.39M | 2.77% | +1.26M | +1,411.9% | Added | 1.24% |
Tip. Select a row to see that position’s full history at Mudrick Capital Management.
As of its Q2 2026 13F filing, Mudrick Capital Management, L.P.’s five largest positions were DPC Holdings PLC (DPC) at 70.1%, Vertical Aerospace Ltd. (EVTL) at 20.3%, Vroom, Inc. (VRM) at 6.8%, FuboTV Inc. (FUBO) at 2.8% of the reported portfolio.
Mudrick Capital Management, L.P. reported a 13F portfolio worth $447.93M across 4 positions for Q2 2026. That is up 156.8% from the previous quarter.
Its largest purchases by value were DPC Holdings PLC ($314.12M), FuboTV Inc. ($11.57M), Vroom, Inc. ($120.08K). It opened 1 new positions.
Its largest sales by value were Vertical Aerospace Ltd. ($4.35M). It exited 0 positions entirely.
From the Form 13F-HR reports Mudrick Capital Management, L.P. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.