Mudrick Capital Management, L.P.

CIK: 0001655183SEC EDGAR →

Portfolio Value

$370.2M

Holdings

2

As of

Q4 2025

New Positions

0

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VERTICAL AEROSPACE LTD

54,659,585$291.3M
78.70%
2

VROOM, INC. CMN

3,967,251$78.9M
21.30%

Quarterly Changes

Top Buys

EVTL↑ Increased
$11.0M

Top Sells

LAZRQCLOSED
$1.5M

Closed Positions (2)

$6.8M · 18.5M shares
$1.5M · 769K shares

Sector Breakdown

Sector# HoldingsValue%
Industrials1$291.3M78.7%
Consumer Cyclical1$78.9M21.3%