Filed: 11/14/2025ACC: 0001814554-25-000161
📋 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 $395.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$395.84M
Total AUM (reported)
77.25M
Total Shares
Allocation by class
SHS NEW$280.31M70.8%
COM NEW$107.23M27.1%
DEBT 11.500% 1/1$6.83M1.7%
COM NEW CL A$1.47M0.4%
Portfolio Concentration
Top 3$394.37M99.6%
4–10$1.47M0.4%
Top 3 weight
99.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 77.25M
Sole
Full voting authority
77.25M
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
SOLEShares54.01M
TypeSH
Market value$280.31M
70.81%
Sole
54.01M
Shared
0.00
None
0.00
VROOM, INC. CMN
SOLEShares3.97M
TypeSH
Market value$107.23M
27.09%
Sole
3.97M
Shared
0.00
None
0.00
LUMINAR TECHNOLOGIES INC
SOLEShares18.50M
TypePRN
Market value$6.83M
1.72%
Sole
18.50M
Shared
0.00
None
0.00
LUMINAR TECHNOLOGIES INC
SOLEShares769.09K
TypeSH
Market value$1.47M
0.37%
Sole
769.09K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VERTICAL AEROSPACE LTDSOLE | SHS NEW | 54.01M | SH | $280.31M 70.81% | 54.01M | 0.00 | 0.00 |
VROOM, INC. CMNSOLE | COM NEW | 3.97M | SH | $107.23M 27.09% | 3.97M | 0.00 | 0.00 |
LUMINAR TECHNOLOGIES INCSOLE | DEBT 11.500% 1/1 | 18.50M | PRN | $6.83M 1.72% | 18.50M | 0.00 | 0.00 |
LUMINAR TECHNOLOGIES INCSOLE | COM NEW CL A | 769.09K | SH | $1.47M 0.37% | 769.09K | 0.00 | 0.00 |