Filed: 8/14/2026ACC: 0001814554-26-000153
📋 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 $447.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$447.93M
Total AUM (reported)
63.89M
Total Shares
Allocation by class
ORDINARY SHARES$314.12M70.1%
SHS NEW$90.76M20.3%
COM NEW$30.67M6.8%
COM NEW CL A$12.39M2.8%
Portfolio Concentration
Top 3$435.54M97.2%
4–10$12.39M2.8%
Top 3 weight
97.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 63.89M
Sole
Full voting authority
63.89M
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:
DPC HOLDINGS PLC
SOLEShares6.40M
TypeSH
Market value$314.12M
70.13%
Sole
6.40M
Shared
0.00
None
0.00
VERTICAL AEROSPACE LTD
SOLEShares52.16M
TypeSH
Market value$90.76M
20.26%
Sole
52.16M
Shared
0.00
None
0.00
VROOM, INC
SOLEShares3.98M
TypeSH
Market value$30.67M
6.85%
Sole
3.98M
Shared
0.00
None
0.00
FUBOTV INC
SOLEShares1.35M
TypeSH
Market value$12.39M
2.77%
Sole
1.35M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DPC HOLDINGS PLCSOLE | ORDINARY SHARES | 6.40M | SH | $314.12M 70.13% | 6.40M | 0.00 | 0.00 |
VERTICAL AEROSPACE LTDSOLE | SHS NEW | 52.16M | SH | $90.76M 20.26% | 52.16M | 0.00 | 0.00 |
VROOM, INCSOLE | COM NEW | 3.98M | SH | $30.67M 6.85% | 3.98M | 0.00 | 0.00 |
FUBOTV INCSOLE | COM NEW CL A | 1.35M | SH | $12.39M 2.77% | 1.35M | 0.00 | 0.00 |