2026 Q2 Portfolio Activity
In 2026 Q2, Mudrick Capital Management, L.P. maintained a portfolio of 4 distinct positions. They heavily accumulated shares in DPC HOLDINGS PLC, increasing the position by 7089.2%.
Position History
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Total Positions
4
Quarter
2026 Q2
Top Holding
N/A (70.1%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
Mudrick Capital Management, L.P. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
N/A
DPC HOLDINGS PL...
|
|
Unknown | 70.13% | — |
#1
Prev: #—
|
9.5 |
—
|
6,402,671 | — |
NEW
|
6,402,671 | $314,115,039 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
EVTL
VERTICAL AEROSP...
|
Industrials | 20.26% | 69.25% |
#2
1
Prev: #1
|
6.0 |
—
|
-2,500,000 | -4.6% |
P
S
|
52,159,585 | $90,757,678 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VRM
VROOM, INC
|
Financial Services | 6.85% | 30.27% |
#3
1
Prev: #2
|
4.2 |
—
|
15,595 | 0.4% |
P
S
|
3,982,846 | $30,667,914 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
FUBOTV INC
|
|
Unknown | 2.77% | 0.48% |
#4
1
Prev: #3
|
4.6 |
—
|
1,257,405 | 1411.9% |
P
S
|
1,346,465 | $12,387,478 | — | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-4 of 4 holdings