Mudrick Capital Management, L.P.
Mudrick Capital Management, L.P. reported 4 US-listed holdings worth $447.9 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: DPC Holdings PLC (70.1%), Vertical Aerospace Ltd (20.3%) and Vroom Inc. (6.8%). Against the quarter before, it opened 1 position, added to 2, trimmed 1 and sold out of 0.
The 4 largest of its 4 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -88.9% over the 6 quarters to 30 June 2026, against +27.4% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- DPC Holdings PLC DPC$314.1 million
Added to 2
- Fubotv Inc. Com New Class A FUBO+1.3 million shares · +1412%
- Vroom Inc. VRM+15,595 shares · +0%
Trimmed 1
- Vertical Aerospace Ltd EVTL-2.5 million shares · -5%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| DPC Holdings PLC DPC | 6.4M | $314.1 million | 70.13% | new |
| Vertical Aerospace Ltd EVTL | 52.2M | $90.8 million | 20.26% | -2.5M |
| Vroom Inc. VRM | 4.0M | $30.7 million | 6.85% | +15.6K |
| Fubotv Inc. Com New Class A FUBO | 1.3M | $12.4 million | 2.77% | +1.3M |