Mudrick Capital Management, L.P.
Net buyer this quarter
$448M
4
+$321M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DPC | $314M | 70.13% | 4.29% | New | Q2 2026 |
 EVTL | $90.8M | 20.26% | 51.34% | -4.6% | Q4 2024 |
 VRM | $30.7M | 6.85% | 76.09% | +0.4% | Q1 2025 |
 FUBO | $12.4M | 2.77% | 4.72% | +1411.9% | Q1 2026 |
| Q1 2026 | |||||
| EVTL | $121M | 69.25% | 53.80% | Not reported | Q4 2024 |
| VRM | $52.8M | 30.27% | 76.20% | Not reported | Q1 2025 |
| FUBO | $843K | 0.48% | 0.31% | New | Q1 2026 |
| Q4 2025 | |||||
| EVTL | $291M | 78.70% | 53.80% | +1.2% | Q4 2024 |
| VRM | $78.9M | 21.30% | 76.30% | Not reported | Q1 2025 |
| Q3 2025 | |||||
| EVTL | $280M | 70.81% | 77.66% | +4.9% | Q4 2024 |
| VRM | $107M | 27.09% | 76.30% | Not reported | Q1 2025 |
 LAZRQ | $1.47M | 0.37% | Not reported | Not reported | Q2 2025 |