Mudrick Capital Management, L.P.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Mudrick Capital Management, L.P. reported 4 stock positions worth $447.9 million. Its top holding was DPC (DPC) at 70.1% of the portfolio, followed by Vertical Aerospace (EVTL, 20.3%) and Vroom (VRM, 6.8%). Compared with Q1 2026, it opened 1 new position, added to 2 and reduced 1. The biggest buy was a new position in DPC (DPC) and the biggest sale Vertical Aerospace (EVTL, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001655183
- Portfolio Value
- $447.9M (Q2 2026)
- SEC Filing
- 0001814554-26-000153 ↗ filed Aug 14, 2026
Holdings Value
Holdings 4 stocks · $447.9M
Portfolio Sells Q1 2026 → Q2 2026
| EVTL Vertical Aerospace Ltd. | Reduce -4.6% | 20.26% | −48.99 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 4 | $447.9M | DPC, EVTL, VRM, FUBO |
| Q1 2026 | 3 | $174.4M | EVTL, VRM, FUBO |
| Q4 2025 | 2 | $370.2M | EVTL, VRM |
| Q3 2025 | 3 | $389.0M | EVTL, VRM, LAZRQ |
| Q2 2025 | 3 | $464.0M | EVTL, VRM, LAZRQ |
| Q1 2025 | 2 | $289.3M | EVTL, VRM |
| Q4 2024 | 1 | $595.6M | EVTL |
| Q3 2024 | 1 | $38.5M | GSAT |
| Q2 2024 | 2 | $36.4M | GSAT, GETR |
| Q1 2024 | 4 | $51.7M | GSAT, SHCR, TALO, GETR |