Michael Burry Holdings Activity

Scion Asset Management Portfolio 13F

Scion Asset Management has disclosed a total of 9 changes to the portfolio in the latest (2025 Q3) SEC report(s): increased the number of shares of 1, bought 3 totally new and completely sold out 5 position(s).

What stocks is Michael Burry buying now?

In the recent quarter Michael Burry has purchased 4 securities: (MOH) MOLINA HEALTHCARE INC (new buy), (SLM) SLM CORP (new buy), (BRKR (Pfd)) BRUKER CORP (new buy) and (LULU) LULULEMON ATHLETICA INC (added shares +100%).

What does Michael Burry invest in?

Michael Burry's holdings are (MOH) MOLINA HEALTHCARE INC (35.11%), (LULU) LULULEMON ATHLETICA INC (26.11%), (SLM) SLM CORP (19.5%) and (BRKR (Pfd)) BRUKER CORP (19.28%).

In the latest report(s) the following changes have been made to the investments: (MOH) MOLINA HEALTHCARE INC (new buy), (LULU) LULULEMON ATHLETICA INC (added shares +100%), (SLM) SLM CORP (new buy) and (BRKR (Pfd)) BRUKER CORP (new buy).

2018 Q4 (20 results)
MCK
buy
+40,000
+4.27%
$110.48
602.11% $775.66
0.00%
META
buy
+65,000
+8.23%
$131.09
352.35% $593.00
8.23%
CLF
buy
+1,041,934
+7.74%
$7.69
75.95% $13.53
7.74%
AABA
buy
+58,225
+3.26%
$57.95
-
3.26%
WDC
buy
+100,000
+3.57%
$36.97
1K+% $511.72
3.57%
MHK
buy
+18,809
+2.13%
$116.97
12.06% $102.86
0.00%
FPH
buy
+1,323,626
+8.87%
$6.94
26.37% $5.11
8.87%
CPLG
buy
+904,984
+10.71%
$12.25
-
10.71%
BIIB
buy
+10,000
+2.91%
$300.90
35.08% $195.34
0.00%
ALEX
buy
+500,356
+8.88%
$18.38
-
0.00%
SPWH
buy
+1,217,869
+5.15%
$4.38
71.00% $1.27
5.15%
GME
buy
+2,147,448
+6.54%
$3.15
590.99% $21.80
6.54%
DIS
buy
+80,000
+8.47%
$109.65
9.07% $99.71
8.47%
CELG
buy
+45,000
+2.79%
$64.09
-
0.00%
GOOGL
buy
+160,000
+8.08%
$52.25
605.32% $368.53
8.08%
TLRDQ
buy
+638,005
+8.41%
$13.64
-
8.41%
COTY
-100.00%
-550,000
-12.48%
$23.50
91.66% $1.96
0.00%
GRSH
-100.00%
-300,000
-3.13%
$10.80
-
0.00%
HCA
-100.00%
-100,000
-7.31%
$75.63
392.04% $372.13
0.00%
GOOG
-100.00%
-300,000
-11.26%
$38.86
841.14% $365.76
0.00%
2016 Q3 (6 results)
GRSH
buy
+300,000
+9.16%
$10.80
-
0.00%
COTY
buy
+550,000
+36.52%
$23.50
91.66% $1.96
0.00%
NPTN
-100.00%
-300,000
-8.08%
$9.53
-
0.00%
NXRT
-100.00%
-609,905
-31.37%
$18.20
59.40% $29.01
0.00%
TBPH
-100.00%
-325,000
-20.84%
$22.69
28.20% $16.29
0.00%
AMGN
-100.00%
-40,000
-17.20%
$152.15
129.76% $349.58
0.00%
2016 Q2 (7 results)
GOOG
buy
+300,000
+22.82%
$34.61
956.91% $365.76
22.82%
NPTN
buy
+300,000
+6.28%
$9.53
-
0.00%
TBPH
+18.18%
+50,000
+2.49%
$22.69
28.20% $16.29
0.00%
THRM
-100.00%
-47,000
-4.30%
$41.60
12.85% $36.25
0.00%
TLRDQ
-100.00%
-400,000
-15.74%
$17.90
-
0.00%
AAPL
-100.00%
-300,000
-17.96%
$27.25
1K+% $307.34
0.00%
FSLR
-100.00%
-100,000
-15.05%
$68.47
307.49% $279.01
0.00%
2016 Q1 (15 results)
AMGN
buy
+40,000
+11.74%
$149.93
133.17% $349.58
11.74%
TLRDQ
buy
+400,000
+14.01%
$17.90
-
0.00%
THRM
buy
+47,000
+3.83%
$41.60
12.85% $36.25
0.00%
HCA
+33.33%
+25,000
+3.82%
$78.05
376.78% $372.13
15.28%
NXRT
-9.08%
-60,895
-1.56%
$13.09
121.61% $29.01
15.63%
TBPH
-37.02%
-161,626
-5.95%
$18.80
13.35% $16.29
10.12%
PNC
-100.00%
-40,000
-7.46%
$95.30
139.63% $228.37
0.00%
BK
-100.00%
-100,000
-8.07%
$41.22
249.39% $144.02
0.00%
CYH
-100.00%
-200,000
-10.39%
$26.53
89.67% $2.74
0.00%
C
-100.00%
-100,000
-10.13%
$51.75
-
0.00%
IBM
-100.00%
-50,000
-13.47%
$137.62
106.98% $284.84
0.00%
ACE
-100.00%
-50,000
-11.44%
$116.86
-
0.00%
MW
-100.00%
-400,000
-11.49%
$14.68
-
0.00%
BAC
-100.00%
-300,000
-9.88%
$16.83
219.85% $53.83
0.00%
CNXC
-100.00%
-256,345
-4.65%
$9.27
200.15% $27.82
0.00%
48 of 559

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.