Filed: 8/14/2025ACC: 0001814554-25-000080
📋 What this filing means
MUDRICK CAPITAL MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $472.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$472.55M
Total AUM (reported)
74.75M
Total Shares
Allocation by class
SHS NEW$348.72M73.8%
COM NEW$113.11M23.9%
DEBT 11.500% 1/1$8.52M1.8%
COM NEW CL A$2.21M0.5%
Portfolio Concentration
Top 3$470.35M99.5%
4–10$2.21M0.5%
Top 3 weight
99.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 74.75M
Sole
Full voting authority
74.75M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole4
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4
Rows:
VERTICAL AEROSPACE LTD
SOLEShares51.51M
TypeSH
Market value$348.72M
73.79%
Sole
51.51M
Shared
0.00
None
0.00
VROOM INC
SOLEShares3.97M
TypeSH
Market value$113.11M
23.94%
Sole
3.97M
Shared
0.00
None
0.00
LUMINAR TECHNOLOGIES INC
SOLEShares18.50M
TypePRN
Market value$8.52M
1.80%
Sole
18.50M
Shared
0.00
None
0.00
LUMINAR TECHNOLOGIES INC
SOLEShares769.09K
TypeSH
Market value$2.21M
0.47%
Sole
769.09K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VERTICAL AEROSPACE LTDSOLE | SHS NEW | 51.51M | SH | $348.72M 73.79% | 51.51M | 0.00 | 0.00 |
VROOM INCSOLE | COM NEW | 3.97M | SH | $113.11M 23.94% | 3.97M | 0.00 | 0.00 |
LUMINAR TECHNOLOGIES INCSOLE | DEBT 11.500% 1/1 | 18.50M | PRN | $8.52M 1.80% | 18.50M | 0.00 | 0.00 |
LUMINAR TECHNOLOGIES INCSOLE | COM NEW CL A | 769.09K | SH | $2.21M 0.47% | 769.09K | 0.00 | 0.00 |