Filed: 2/17/2026ACC: 0001814554-26-000032
📋 What this filing means
MUDRICK CAPITAL MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 2 equity positions with a total reported market value of $370.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2
Positions
$370.20M
Total AUM (reported)
58.63M
Total Shares
Allocation by class
SHS NEW$291.34M78.7%
COM NEW$78.87M21.3%
Portfolio Concentration
Top 3$370.20M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 58.63M
Sole
Full voting authority
58.63M
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)
Sole2
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings2
Rows:
VERTICAL AEROSPACE LTD
SOLEShares54.66M
TypeSH
Market value$291.34M
78.70%
Sole
54.66M
Shared
0.00
None
0.00
VROOM, INC. CMN
SOLEShares3.97M
TypeSH
Market value$78.87M
21.30%
Sole
3.97M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VERTICAL AEROSPACE LTDSOLE | SHS NEW | 54.66M | SH | $291.34M 78.70% | 54.66M | 0.00 | 0.00 |
VROOM, INC. CMNSOLE | COM NEW | 3.97M | SH | $78.87M 21.30% | 3.97M | 0.00 | 0.00 |