Mudrick Capital Management, L.P.
NEW YORK, NY · CIK 1655183 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2012 · limited partnership
- Assets managed$3.3bn
- Staff35 · 13 in investment roles
- Main clients (by assets)Private funds 57%, State and local governments 32%, Charities 12%
- Private funds12 (12 hedge) · $1.4bn gross assets
- Websitemudrickcapital.com
- Form ADV · 2026-06-10SEC adviser record
- Legal entityMUDRICK CAPITAL MANAGEMENT, L.P. (US)
$447.9m
reported value
+156.8% vs Q1 2026
4positions
100.0%in top 10
1 new
2 added
1 reduced
0 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| DPC HOLDINGS PLC DPC | $314.1m70.13% | New |
| VERTICAL AEROSPACE LTD EVTL | $90.8m20.26% | Reduced -2.5m |
| VROOM INC VRM | $30.7m6.85% | Added +15.6k |
| FUBOTV INC FUBO | $12.4m2.77% | Added +1.3m |
Stakes above 5%
Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.
| Company | Stake |
|---|---|
| GETAROUND INC GETR · 13D · filed 2026-06-18 | 90.9% |
| VROOM INC VRM · 13D · filed 2026-10-01 | 76.1%≈ $30.7m |
| VERTICAL AEROSPACE LTD 13D · filed 2026-09-24 | 64.2% |
| FUBOTV INC FUBO · 13G · filed 2025-11-05 | 9.5% |
Trades reported as a company insider since 1 Apr 2026
Owning 10% or more of a company, or having someone on its board, makes this manager an insider there: it reports its trades in that company's shares on Form 4 within two business days. Open-market and private purchases and sales only.