Mudrick Capital Management, L.P. Diversified Active

CIK: 0001655183 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $395,840 (98.3% shares, 1.7% debt)

Holdings (4)

EVTL VERTICAL AEROSPACE LTD 70.8%

Value ($000) $280,310 Shares 54,009,585 Est. Cost $6.67 Unrealized -16.7%

VRM VROOM, INC. CMN 27.1%

Value ($000) $107,235 Shares 3,967,251 Est. Cost $26.79 Unrealized +2.8%

— LUMINAR TECHNOLOGIES INC 1.7%

Value ($000) $6,827 Shares 18,500,000 Est. Cost $0.46 Unrealized —

LAZRQ LUMINAR TECHNOLOGIES INC 0.4%

Value ($000) $1,469 Shares 769,092 Est. Cost $3.80 Unrealized -35.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
EVTL	VERTICAL AEROSPACE LTD	54,009,585	$280,310	70.8%	$6.67	-16.7%	SHS NEW	G9471C206
VRM	VROOM, INC. CMN	3,967,251	$107,235	27.1%	$26.79	+2.8%	COM NEW	92918V307
—	LUMINAR TECHNOLOGIES INC	18,500,000	$6,827	1.7%	$0.46	—	DEBT 11.500% 1/1	550424AE5
LAZRQ	LUMINAR TECHNOLOGIES INC	769,092	$1,469	0.4%	$3.80	-35.5%	COM NEW CL A	550424303