Q2 2025 · 13F-HR
Mudrick Capital Management, L.P.holdings as filed
Filed 2025-08-14 · accession 0001814554-25-000080
$472.6M
Reported value
4
Positions
2025-06-30
Period end
The Brief · Mudrick Capital Management, L.P. · Q2 2025
AI · grounded in 13F
Mudrick Capital Management, L.P. established a new position in VERTICAL AEROSPACE LTD valued at $348.7M. The fund also initiated a new stake in VRM worth $113.1M. Additionally, the manager added positions in [[stock:LAZR 11.5 01/15/30]] and LAZRQ for $8.5M and $2.2M respectively.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G9471C206 | EVTL | VERTICAL AEROSPACE LTD | $348.7M | 73.8% | 51,509,585 | Common | SOLE |
| 92918V307 | VRM | VROOM INC | $113.1M | 23.9% | 3,967,251 | Common | SOLE |
| 550424AE5 | LAZR 11.5 01/15/30 | LUMINAR TECHNOLOGIES INC | $8.5M | 1.80% | 18,500,000 | Common | SOLE |
| 550424303 | LAZRQ | LUMINAR TECHNOLOGIES INC | $2.2M | 0.47% | 769,092 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.