Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Mudrick Capital Management, L.P. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Mudrick Capital Management, L.P. (CIK 1655183) reported $447.9M across 4 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DPC ($314.1M, 70.13%), EVTL ($90.8M, 20.26%), VRM ($30.7M, 6.85%), FUBO ($12.4M, 2.77%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DPCDPC HOLDINGS PLC$314.1M70.13%6.4MNew
2EVTLVERTICAL AEROSPACE LTD$90.8M20.26%52.2MTrimmed
3VRMVROOM, INC$30.7M6.85%4.0MAdded
4FUBOFUBOTV INC$12.4M2.77%1.3MAdded

Source: SEC Form 13F filings · as of 2026-06-30