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).

2021 Q2 (25 results)
VYGG.WS
buy
+550,000
+0.72%
$1.81
-
0.00%
OVV
buy
+600,000
+13.73%
$31.47
80.17% $56.70
0.00%
GEO
buy
+2,500,000
+12.94%
$7.12
255.48% $25.31
12.94%
VYGG
buy
+144,550
+1.05%
$9.95
-
0.00%
DISCK
buy
+855,084
+18.02%
$28.98
-
0.00%
STNG
+215.62%
+409,900
+6.57%
$22.05
244.49% $75.96
0.00%
MRNS
+110.25%
+327,728
+4.27%
$17.94
-
0.00%
CVS
+81.82%
+90,000
+5.46%
$83.44
14.97% $95.93
12.13%
SXC
+42.25%
+464,804
+2.41%
$7.14
27.17% $9.08
0.00%
GOGL
+32.08%
+170,000
+1.36%
$11.04
-
0.00%
CXW
+18.18%
+200,000
+1.52%
$10.47
121.68% $23.21
9.90%
UBA
-100.00%
-52,512
-0.64%
$16.64
-
0.00%
PDS
-100.00%
-222,706
-3.50%
$21.61
-
0.00%
MDP
-100.00%
-140,000
-3.03%
$29.78
-
0.00%
HP
-100.00%
-200,000
-3.92%
$26.96
38.95% $37.46
0.00%
RKLB
-100.00%
-461,591
-3.97%
$11.84
829.77% $110.08
0.00%
TBT
-100.00%
-300,000
-4.74%
$21.74
66.01% $36.09
0.00%
DNOW
-100.00%
-700,000
-5.14%
$10.09
31.12% $13.23
0.00%
IMKTA
-100.00%
-150,000
-6.72%
$61.65
47.84% $91.15
0.00%
ARPO
-100.00%
-1,000,000
-0.94%
$1.29
-
0.00%
ZYME
-100.00%
-281,018
-6.45%
$31.58
23.88% $24.04
0.00%
RPT
-100.00%
-600,000
-4.98%
$11.41
27.08% $14.50
0.00%
OXY
-100.00%
-225,000
-4.36%
$26.62
113.84% $56.93
0.00%
LUMN
-100.00%
-650,000
-6.31%
$13.35
-
0.00%
GNK
-100.00%
-354,711
-2.60%
$10.08
145.17% $24.71
0.00%
25 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.