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Mudrick Capital Management, L.P. Top Holdings and 13F Report (2026)

About Mudrick Capital Management, L.P.

Investment Activity

  • Mudrick Capital Management, L.P. has $447.93 million in total holdings as of June 30, 2026.
  • Mudrick Capital Management, L.P. owns shares of 4 different stocks, but just 2 companies or ETFs make up 80% of its holdings.
  • Approximately 72.74% of the portfolio was purchased this quarter.
  • About 0.97% of the portfolio was sold this quarter.
  • This quarter, Mudrick Capital Management, L.P. has purchased 3 new stocks and bought additional shares in 2 stocks.
  • Mudrick Capital Management, L.P. sold shares of 1 stock and completely divested from 0 stocks this quarter.

Largest Holdings

DPC HOLDINGS PLC
$314,115,039
VERTICAL AEROSPACE LTD
$90,757,678
VROOM, INC
$30,667,914
FUBOTV INC
$12,387,478

Largest New Holdings this Quarter

G2R11M108 - DPC HOLDINGS PLC
$314,115,039 Holding

Largest Purchases this Quarter

DPC HOLDINGS PLC
6,402,671 shares (about $314.12M)
FUBOTV INC
1,257,405 shares (about $11.57M)
VROOM, INC
15,595 shares (about $120.08K)

Largest Sales this Quarter

VERTICAL AEROSPACE LTD
2,500,000 shares (about $4.35M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMudrick Capital Management, L.P.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
DPC HOLDINGS PLC
$314,115,039$314,115,039 â–²New Holding6,402,67170.1%ORDINARY SHARES
VERTICAL AEROSPACE LTD
$90,757,678$4,350,000 â–¼-4.6%52,159,58520.3%SHS NEW
VROOM, INC
$30,667,914$120,081 â–²0.4%3,982,8466.8%COM NEW
FUBOTV INC
$12,387,478$11,568,126 â–²1,411.9%1,346,4652.8%COM NEW CL A

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data