Mudrick Capital Management’s Vertical Aerospace EVTL Stock Holding History

Mudrick Capital Management’s Portfolio EVTL Stock Details EVTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$90.8M	Sell	52,159,585 -2,500,000	-5%	-$6.01M	20.26%	2
2026 Q1	$121M	Hold	54,659,585	–	–	69.25%	1
2025 Q4	$291M	Buy	54,659,585 +650,000	+1%	+$3.29M	78.7%	1
2025 Q3	$280M	Buy	54,009,585 +2,500,000	+5%	+$13.9M	70.81%	1
2025 Q2	$349M	Hold	51,509,585	–	–	73.79%	1
2025 Q1	$173M	Buy	51,509,585 +4,166,000	+9%	+$23.4M	59.83%	1
2024 Q4	$596M	Buy	+47,343,585	New	+$323M	100%	1

Other funds holding EVTL

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

ICP

Ilex Capital Partners London, United Kingdom $4.88B AUM 4.49% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

IMC

Inherent Management Corp New York $258M AUM 15.08% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mudrick Capital Management's EVTL Position: Q2 2026 in Review

Mudrick Capital Management reduced its Vertical Aerospace (EVTL) stake by 4.6% in Q2 2026, selling an estimated $6.01M and leaving 52,159,585 shares worth $90.8M. The position accounts for 20.26% of the portfolio, ranked #2.

Mudrick Capital Management first reported a position in EVTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $596M in Q4 2024. 81 funds tracked by Wall St. Rank hold EVTL as of Q2 2026.

Mudrick Capital Management held 52,159,585 shares of Vertical Aerospace worth $90.8M as of Q2 2026.
Mudrick Capital Management sold 2,500,000 Vertical Aerospace shares in Q2 2026, an estimated $6.01M.
Vertical Aerospace made up 20.26% of Mudrick Capital Management's portfolio in Q2 2026, its #2 holding.
Mudrick Capital Management first reported a position in Vertical Aerospace in Q4 2024 and has held it in 7 quarters since.
Mudrick Capital Management's Vertical Aerospace position peaked at $596M in Q4 2024.
81 funds tracked by Wall St. Rank held Vertical Aerospace as of Q2 2026.

Based on Mudrick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.