Mudrick Capital Management, L.P. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Mudrick Capital Management, L.P. disclosed 3 US equity positions worth $174.4m in its Q1 2026 13F filing. The largest position was VERTICAL AEROSPACE LTD at 69.2% of the reported book, followed by VROOM, INC. CMN and FUBO.
What did Mudrick Capital Management, L.P. own in Q1 2026? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | VERTICAL AEROSPACE LTD | 69.2% | $120.8m | 54,659,585 | – | ||
| 2 | VROOM, INC. CMN | 30.3% | $52.8m | 3,967,251 | – | ||
| 3 | FUBO FUBOTV INC. | 0.5% | $842.5k | 89,060 | – |
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.