Mudrick Capital Management, L.P.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Mudrick Capital Management, L.P. reported 3 stock positions worth $174.4 million. Its top holding was Vertical Aerospace (EVTL) at 69.2% of the portfolio, followed by Vroom (VRM, 30.3%) and Fubotv Class A (FUBO, 0.5%). Compared with Q4 2025, it opened 1 new position. The biggest buy was a new position in Fubotv Class A (FUBO).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001655183
- Portfolio Value
- $174.4M (Q1 2026)
- SEC Filing
- 0001814554-26-000098 ↗ filed May 15, 2026
Holdings Value
Holdings 3 stocks · $174.4M
Portfolio Sells Q4 2025 → Q1 2026
| None this quarter. | |||
Portfolio Buys Q4 2025 → Q1 2026
| FUBO Fubotv Inc. Class A | New | 0.48% | +0.48 |
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 |