Mudrick Capital Reports a 69.70% Position in $EVTL

Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.

Here's what stood out today:

📌 Vertical Aerospace $EVTL – Mudrick Capital Management just boosted its 13D stake from 36.60% to 69.70%. That’s near-total control.

Mudrick doubling down on this speculative aerospace/eVTOL bet suggests it’s going to drive the entire narrative from here.

📌 American Woodmark $AMWD – Pzena Investment Management increased its 13G stake from 5.67% to 7.90%.

Here’s The Hot Corner, with data from July 14, 2025:

Click the table to enlarge it.

📌 Skyworks Solutions $SWKS – Pzena lifted its 13G stake from 4.83% to 8.20%.

Semis have been strong, but this is still a cyclical name. A value specialist like Pzena leaning in this heavily suggests it sees more runway here.

📌 Invesco BulletShares 2031 Corporate Bond ETF $BSCV – Sen. Lindsey Graham disclosed a $15,000-to-$50,000 buy.

Lawmakers parking cash in corporate bond ETFs might be a useful read on rate expectations and risk appetite in Washington D.C.