Michael Burry - Scion Asset Management 13F portfolio
Latest 13F filing: Q3 2025, filed with the SEC on Nov 3, 2025. 3 holdings worth $55.0M.
Changes since Q2 2025: 2 new, 1 added to, 5 sold out.
| Stock | Name | Shares | Value | % of portfolio | Change since Q2 2025 | |
|---|---|---|---|---|---|---|
| MOH | Molina Healthcare Inc | 125,000 | $23,920,000 | 43.5% | New | History |
| LULU | lululemon athletica inc | 100,000 | $17,793,000 | 32.4% | Added 100.0% | History |
| SLM | SLM Corporation | 480,054 | $13,287,895 | 24.2% | New | History |
Sold out in Q3 2025: EL, BRKR, REGN, MELI, UNH.
Source: SEC Form 13F filing.