Michael Burry
Scion Asset Mgmt · Contrarian · $68.1M across 4 positions
As reported for the quarter ending Sep 30, 2025, filed Nov 3, 2025. Read it on EDGAR
Bought into last quarter
Largest positions
| Holding | Value | Share of portfolio | Change |
|---|---|---|---|
| MOHMolina Healthcare INC | $23.9M | 35.11% | New position |
| LULULululemon Athletica INC | $17.8M | 26.11% | Added +100% |
| SLMSlm CORP | $13.3M | 19.50% | New position |
| Not listedBruker CORP | $13.1M | 19.28% | New position |
Sold out of
Held at the previous filing, gone from this one.