Mudrick Capital Management, L.P. — 13F Holdings

2026 Q1  ·  3 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Mudrick Capital Management, L.P. maintained a portfolio of 3 distinct positions. The most significant new addition was FUBOTV INC., now representing 0.48% of the total fund value.
Position History hover any row below to update
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Mudrick Capital Management, L.P. New York, NY Hedge Fund AUM $174M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
3
Quarter
2026 Q1
Top Holding
EVTL (69.2%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-3 of 3
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
EVTL
VERTICAL AEROSP...
Industrials 69.25% 78.70% #1
Prev: #1
7.0 no change no change
P
S
54,659,585 $120,797,683
$11.45 -80.1%
$2.21 +3.2%
2024 Q4 13F Filing 2026-03-31 2026-05-15
VRM
VROOM, INC. CMN
Financial Services 30.27% 21.30% #2
Prev: #2
6.5 no change no change
P
S
3,967,251 $52,804,111 2025 Q1 13F Filing 2026-03-31 2026-05-15
N/A
FUBOTV INC.
Unknown 0.48% — #3
Prev: #—
4.7 89,060 —
NEW
 89,060 $842,508 — 13F Filing 2026-03-31 2026-05-15
Showing 1-3 of 3 holdings

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