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Institutional

Mudrick Capital Management, L.P.

CIK 0001655183
$174.4M
Reported AUM
3
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Mudrick Capital Management, L.P. · Q1 2026

AI · grounded in 13F

Mudrick Capital Management, L.P. established a new position in FUBO with an investment of $842,508. The fund added one position and reduced none during the period. Total assets under management stood at $174,444,302 across three total positions.

Portfolio · Q1 2026

EVTL$120.8MVRM$52.8MML

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1EVTLVERTICAL AEROSPACE LTD$2.16-10.37%-61.73%-97.78%$120.8M69.25%—HELD
2VRMVROOM, INC. CMN$9.40-7.62%-61.37%-64.39%$52.8M30.27%—HELD
3FUBOFUBOTV INC.$9.954.31%-73.84%-96.82%$843K0.48%+89,060NEW

Source: SEC EDGAR · accession 0001814554-26-000098. 13F discloses long positions only — shorts, foreign equities, and options are excluded.