Mudrick Capital Management, L.P. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Mudrick Capital Management, L.P. disclosed 4 US equity positions worth $447.9m in its Q2 2026 13F filing. The largest position was DPC at 70.1% of the reported book, followed by VERTICAL AEROSPACE LTD and VROOM, INC. Against the Q1 2026 filing, it opened 1 new position, added to 1 and reduced 1 among the top 4 holdings.
What did Mudrick Capital Management, L.P. own in Q2 2026? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | DPC DPC HOLDINGS PLC | Industrials | 70.1% | $314.1m | 6,402,671 | – | new |
| 2 | VERTICAL AEROSPACE LTD | 20.3% | $90.8m | 52,159,585 | -5% | reduced | |
| 3 | VROOM, INC | 6.8% | $30.7m | 3,982,846 | 0% | held | |
| 4 | FUBO FUBOTV INC | 2.8% | $12.4m | 1,346,465 | 1412% | added |
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.