How We Invest

13F FILER • JASON MUDRICK

Mudrick Capital Management

Jason Mudrick — Mudrick Capital Management, L.P.

No writing by this manager has been read and indexed yet, so this page carries the filings only. Holdings come straight from the Form 13F-HR on EDGAR.

4

Positions

$447.9M

Reported Value

100%

In Top 10

—

Claims Indexed

Largest reported positions

MUDRICK CAPITAL MANAGEMENT, L.P. • CIK 0001655183 • 2026-06-30 • FILED 2026-08-14

WHAT CHANGED THIS QUARTER

In its Q2 2026 13F, filed Aug 14, 2026, Mudrick Capital Management reported 4 positions worth $447.9M in US-listed stock. The largest stock position is Dpc Holdings Plc at 70.1% of the reported book.

It opened 1 new position, the largest stock position being Dpc Holdings Plc ($314.1M).

Among positions it already held, the biggest increases by share count were Fubotv Inc (+1412%) and Vroom, Inc (+0%), and the biggest cut was Vertical Aerospace Ltd (−5%).

Largest reported positions, quarter ended 2026-06-30
IssuerValueWeightShares QoQ
DPC HOLDINGS PLC$314.1M70.1%New
VERTICAL AEROSPACE LTD$90.8M20.3%-5%
VROOM, INC$30.7M6.8%+0%
FUBOTV INC$12.4M2.8%+1412%

4 of 4 positions. A 13F covers long US-listed positions at a quarter end only — no shorts, leverage, cash, ordinary bonds or private holdings — and is 45 days old on publication.

NEW POSITIONS

  • Dpc Holdings Plc$314.1M · 70.1%

QUESTIONS PEOPLE ASK

What are Mudrick Capital Management's largest holdings?

OPEN
As of Jun 30, 2026, the three largest stock positions are Dpc Holdings Plc (70.1%), Vertical Aerospace Ltd (20.3%) and Vroom, Inc (6.8%), together 97.2% of the reported book.

How big is Mudrick Capital Management's 13F portfolio?

OPEN
The Q2 2026 13F, filed Aug 14, 2026, reports 4 positions worth $447.9M.

What did Mudrick Capital Management buy and sell in Q2 2026?

OPEN
It opened 1 new position, the largest stock position being Dpc Holdings Plc ($314.1M). Among positions it already held, the biggest increases by share count were Fubotv Inc (+1412%) and Vroom, Inc (+0%), and the biggest cut was Vertical Aerospace Ltd (−5%).

When is Mudrick Capital Management's next 13F due?

OPEN
The Q3 2026 13F is due Nov 16, 2026. Forty-five days after the quarter ends is November 14, 2026 (Saturday), so the deadline moves to the next business day. Jason Mudrick's filing usually lands close to the deadline.

Filers with overlapping books