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CIK: 0001655183
Total reported value
$447.9M
$447.9M
2 檔
64.6%
During the Q1 2025 filing period, Mudrick Capital Management, L.P. (CIK: 0001655183) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $447.9M across 2 reported positions.
In Q1 2025, Mudrick Capital Management, L.P. displayed an active expansion posture, initiating 2 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EVTL | Vertical Aerospace Ltd. | Stock-Other | 59.83% | -48.99% | +8.80% | |
| 2 | VRM | Vroom Inc | Stock-Other | 40.17% | -23.42% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EVTL | Vertical Aerospace Ltd. | — | NEW | New buy |
| 2 | VRM | Vroom Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Mudrick Capital Management, L.P. reported a total U.S. public equity portfolio value of $447.9M across 2 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including EVTL, VRM) accounted for 64.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
EVTL
市值: $173.1M
During Q1 2025, Mudrick Capital Management, L.P.'s top holdings by market value included EVTL (59.8%)、VRM (40.2%). The largest single position, EVTL, represented 59.8% of total portfolio value.
In Q1 2025, Mudrick Capital Management, L.P. made 2 total portfolio adjustments, initiating 2 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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