StockDriftsStockDriftsTop 2 Mudrick Capital Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EVTL | VERTICAL AEROSPACE LTD | 20.26% | 52.16M | $90.8M | -4.57%(-2.50M) | $9.93(-91.65%) | 2026-06-30 | |
| VRM | VROOM, INC | 6.85% | 3.98M | $30.7M | +0.39%(+15.60K) | $3181.11(-99.66%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | -50.99% | -88.23% | -42.79% | -93.87% |
| Top 20 Holdings Unweighted | -52.93% | -89.57% | -43.40% | -94.19% |
Mudrick Capital Management L P reports $447.93M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are EVTL (20.3%) and VRM (6.8%). The top 20 holdings account for 27.11% of reported assets. Its disclosed equity book has returned -88.23% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mudrick Capital Management L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1655183). View Mudrick Capital Management L P’s 13F filings on SEC