Mudrick Capital Management, L.P. 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Mudrick Capital Management, L.P. disclosed 2 US equity positions worth $289.3m in its Q1 2025 13F filing. The largest position was VERTICAL AEROSPACE LTD at 59.8% of the reported book. Against the Q4 2024 filing, it opened 1 new position, added to 1 and reduced 0 among the top 2 holdings.
What did Mudrick Capital Management, L.P. own in Q1 2025? Top 2 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | VERTICAL AEROSPACE LTD | 59.8% | $173.1m | 51,509,585 | 9% | added | |
| 2 | VROOM, INC. | 40.2% | $116.2m | 3,952,231 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.