Mudrick Capital Management, L.P. 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Mudrick Capital Management, L.P. disclosed 4 US equity positions worth $395.8m in its Q3 2025 13F filing. The largest position was VERTICAL AEROSPACE LTD at 70.8% of the reported book, followed by VROOM, INC. CMN and LUMINAR TECHNOLOGIES INC. Against the Q2 2025 filing, it opened 0 new positions, added to 1 and reduced 0 among the top 4 holdings.
What did Mudrick Capital Management, L.P. own in Q3 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | VERTICAL AEROSPACE LTD | 70.8% | $280.3m | 54,009,585 | 5% | added | |
| 2 | VROOM, INC. CMN | 27.1% | $107.2m | 3,967,251 | 0% | held | |
| 3 | LUMINAR TECHNOLOGIES INC | 1.7% | $6.8m | 18,500,000 | 0% | held | |
| 4 | LUMINAR TECHNOLOGIES INC | 0.4% | $1.5m | 769,092 | 0% | held |
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.