Mudrick Capital Management, L.P.
CIK 1655183
13F filing for Q2 2026・No. 4,184
- Holdings
- US$447.93M
- Quarter change
- +US$273.48M
- Entries
- 4
- Net bought (estimate)
- +US$321.45M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 0
- Cut 1
- Added 2
- Corporate actions 0
- Unchanged 0
Largest holdings
4 stocks worth US$447.93M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DPCDPC HOLDINGS PLCORDINARY SHARES | New | 6,402,671 | US$314.12M | 70.13% |
| VERTICAL AEROSPACE LTDSHS NEW | Cut | 52,159,585 | US$90.76M | 20.26% |
| VROOM, INCCOM NEW | Added | 3,982,846 | US$30.67M | 6.85% |
| FUBOTV INCCOM NEW CL A | Added | 1,346,465 | US$12.39M | 2.77% |
Sign in (free) to see its 4 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.