Mudrick Capital Management, L.P..

AUM · $448M (13F)Positions · 4Turnover · n/a · Q2Filed · Aug 14, 2026

CONCENTRATION

n/a

Top 10 holdings

NEW BUYS

+$314M deployed

EXITS

No exits

SECTOR SHIFT

n/a

No prior quarter data

§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 14, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q2
1	DPC	DPC HOLDINGS PLC	6.40M	$314M	70.1%	NEW
2	EVTL	VERTICAL AEROSPACE LTD	52.16M	$91M	20.3%	−5%
3	VRM	VROOM, INC	3.98M	$31M	6.8%	±0%
4	FUBO	FUBOTV INC	1.35M	$12M	2.8%	+1412%

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE MUDRICK SIGNAL

Mudrick Capital Management, L.P. is a Other fund managing $448 million in assets. The fund runs a focused portfolio of just 4 positions.