Superinvestors / Scion Asset Management
Michael Burry
Scion Asset Management
Contrarian deep value
$68.14M 13F value
4 positions · as of 2025-09-30 · filed 2025-11-03
This quarter
3 new5 exited1 added0 trimmed
Positions held steady are not reported as moves, so they are absent from these counts.
Largest positions
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Value |
|---|---|---|---|
| MOH | MOLINA HEALTHCARE INCNEW | 35.11% | $23.92M |
| LULU | LULULEMON ATHLETICA INCINCREASED +100.0% | 26.11% | $17.79M |
| SLM | SLM CORPNEW | 19.50% | $13.29M |
| — | BRUKER CORPNEW | 19.28% | $13.14M |
Showing 4 of 4
Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.
See all 4 positions
Michael Burry's full reported portfolio with every weight, and the complete list of what they bought, sold and trimmed last quarter — free with an account, no card required.
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