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

Mudrick Capital Management, L.P. reported 4 holdings worth $448M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. DPC DPC HOLDINGS PLC — $314M (70.1%)
2. EVTL VERTICAL AEROSPACE LTD — $90.8M (20.3%)
3. VRM VROOM INC — $30.7M (6.8%)
4. FUBO FUBOTV INC — $12.4M (2.8%)