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Mudrick Capital Management, L.P.

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13F filer, CIK 1655183, NEW YORK, NY

Mudrick Capital Management, L.P. reported $595,582,299 across 1 holding for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001655183-25-000003

Period
2024-12-31
Reported value
$596M
Holdings
1
Top 10 weight
100%
New
1
Sold out
3

Part of the filer group Mudrick Capital Management, L.P.

  • Jason Mudrick
  • Mudrick Distressed Opportunity 2020 Dislocation Fund GP, LLC
  • Mudrick Distressed Opportunity 2020 Dislocation Fund, L.P.
  • Mudrick Distressed Opportunity Drawdown Fund II GP, LLC
  • Mudrick Distressed Opportunity Drawdown Fund III GP, LLC
  • Mudrick Distressed Opportunity Drawdown Fund III, L.P.
  • Mudrick Distressed Opportunity Drawdown Fund II, L.P.
  • Mudrick Distressed Opportunity Drawdown Fund II SC, L.P.
  • Mudrick Distressed Opportunity Fund Global, L.P.
  • Mudrick Distressed Opportunity SIF GP, LLC
  • Mudrick Distressed Opportunity SIF Master Fund, L.P.
  • Mudrick GP, LLC
How groups are built

Stakes and trades reported after 2024-12-31

13D, 13G and Form 4 filings by this filer's group, dated after the 13F period, on securities the quarter does not hold as shares.

  • VRM VROOM INC: 13D/A 3,982,846 shares, 76.1% of the class, 13D/A filed 2026-10-01, 0001104659-26-112919Timeline
    Accepted , ingested

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EVTLnew+47,343,585$596M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GLOBALSTAR INCexited-31,040,244-$38.5M
EVTWFexited-400,000-$7.36K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001655183-25-000003, largest first. % of portfolio is the value over $595,582,299, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
EVTLVERTICAL AEROSPACE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,343,585 shares 47,343,585$596M100%newTimeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VROOM INCVROOM INC229,828,000$122Mprincipal
GLOBALSTAR INCGLOBALSTAR INC31,040,244$38.5Mshares
EVTWFVERTICAL AEROSPACE LTD WT PUR400,000$7.36Kshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001655183-25-000003 base2025-02-13acceptance time not in the bulk data set