Mudrick Capital Management, L.P. holds a concentrated book of 3 stocks worth $174.4M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Fubotv Inc -Class A. Their largest long position is Vertical Aerospace Ltd at 69% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1655183/holdings"
Use Arkolith to show Mudrick Capital Management, L.P.'s latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No trims or exits this quarter.
Other tracked managers holding the same core names as Mudrick Capital Management, L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 3 / 3 | $23.1M |
| BANK OF AMERICA CORP /DE/ | 3 / 3 | $9.0M |
| UBS Group AG | 3 / 3 | $5.7M |
| MORGAN STANLEY | 3 / 3 | $4.1M |
| Legal & General Group Plc | 3 / 3 | $795K |
| BARCLAYS PLC | 3 / 3 | $557K |
| Farther Finance Advisors, LLC | 3 / 3 | $478K |
| WELLS FARGO & COMPANY/MN | 3 / 3 | $182K |
Ranked by how many of Mudrick Capital Management, L.P.'s top 3 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vertical Aerospace Ltd SHS NEW | $120.8M | 54.66M | 69.2% | —Held | |
| 2 | Vroom, Inc. CMN COM NEW | $52.8M | 3.97M | 30.3% | —Held | |
| 3 | Fubotv Inc. COM NEW CL A | $843K | 89.1K | 0.5% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.