Mudrick Capital Management, L.P.

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Institutional

CIK 0001655183

$174.4M

Reported AUM

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

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	EVTL	VERTICAL AEROSPACE LTD	$1.30	7.44%	-79.21%	-98.77%	$120.8M	69.25%	—	HELD
2	VRM	VROOM, INC. CMN	$6.90	-1.29%	-74.68%	-76.53%	$52.8M	30.27%	—	HELD
3	FUBO	FUBOTV INC.	$8.59	-2.83%	-80.91%	-97.54%	$843K	0.48%	—	HELD

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