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Mudrick Capital Management, L.P.: VRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mudrick Capital Management, L.P. on VRM, newest first. How the timeline and the estimate are built.

Mudrick Capital Management, L.P. held 3,982,846 VRM shares at 2026-06-30 per its 13F-HR filed 2026-08-14, and reported 3,982,846 shares, 76.1%, in a 13D/A filed 2026-10-01.

Estimated current stake: 3,982,846 shares, 76.1% of the class

Estimated from 13D/A of 2026-10-01. As of 2026-09-30, 13D/A 0001104659-26-112919.

Shares are the reporting group's aggregate and may include entities that do not file a 13F.

The reporting persons may hold separate positions, so the group total can be higher than the largest row.

Percent of portfolio stays on the 13F for 2026-06-30.

  1. event date2026-09-30
    13D/A 3,982,846 shares
    Share basis changed not comparable

    76.1% of the class. Different basis (group aggregate from 13D/A).

    13D/A 0001104659-26-112919 filed by Mudrick Capital Management, L.P.
    Accepted , ingested

    A 13D/G states the aggregate of its reporting persons, which may include entities that do not file a 13F.

    The reporting persons may hold separate positions, so the group total can be higher than the largest row.

  2. period ended2026-06-30
    13F 3,982,846 shares
    Change vs previous 13F +15,595 shares

    6.85% of the 13F portfolio, value $30,667,914.

    13F-HR 0001814554-26-000153 filed by Mudrick Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 3,967,251 shares
    Change vs previous 13F 0 shares

    30.27% of the 13F portfolio, value $52,804,111.

    13F-HR 0001814554-26-000098 filed by Mudrick Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 3,967,251 shares
    Change vs previous 13F 0 shares

    21.3% of the 13F portfolio, value $78,868,950.

    13F-HR 0001814554-26-000032 filed by Mudrick Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 3,967,251 shares
    Change vs previous 13F 0 shares

    27.09% of the 13F portfolio, value $107,234,795.

    13F-HR 0001814554-25-000161 filed by Mudrick Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 3,967,251 shares
    Change vs previous 13F +15,020 shares

    23.94% of the 13F portfolio, value $113,106,326.

    13F-HR 0001814554-25-000080 filed by Mudrick Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 3,952,231 shares
    Change vs previous 13F not available

    40.17% of the 13F portfolio, value $116,195,591.

    13F-HR 0001814554-25-000013 filed by Mudrick Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).