Mudrick Capital Management, L.P. 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Mudrick Capital Management, L.P. disclosed 2 US equity positions worth $370.2m in its Q4 2025 13F filing. The largest position was VERTICAL AEROSPACE LTD at 78.7% of the reported book. Against the Q3 2025 filing, it opened 0 new positions, added to 1 and reduced 0 among the top 2 holdings.
What did Mudrick Capital Management, L.P. own in Q4 2025? Top 2 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | VERTICAL AEROSPACE LTD | 78.7% | $291.3m | 54,659,585 | 1% | added | |
| 2 | VROOM, INC. CMN | 21.3% | $78.9m | 3,967,251 | 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.