Q3 2025 · 13F-HR
Mudrick Capital Management, L.P.holdings as filed
Filed 2025-11-14 · accession 0001814554-25-000161
$395.8M
Reported value
4
Positions
2025-09-30
Period end
The Brief · Mudrick Capital Management, L.P. · Q3 2025
AI · grounded in 13F
Mudrick Capital Management, L.P. increased its position in VERTICAL AEROSPACE LTD by 4.85%. The fund added one new position to its portfolio. Total assets under management stood at $395.84M across four positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G9471C206 | EVTL | VERTICAL AEROSPACE LTD | $280.3M | 70.8% | 54,009,585 | Common | SOLE |
| 92918V307 | VRM | VROOM, INC. CMN | $107.2M | 27.1% | 3,967,251 | Common | SOLE |
| 550424AE5 | LAZR 11.5 01/15/30 | LUMINAR TECHNOLOGIES INC | $6.8M | 1.72% | 18,500,000 | Common | SOLE |
| 550424303 | LAZRQ | LUMINAR TECHNOLOGIES INC | $1.5M | 0.37% | 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.