Michael Burry Holdings Activity

Scion Asset Management Portfolio 13F

Scion Asset Management has disclosed a total of 13 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 1 and completely sold out 12 position(s).

What stocks is Michael Burry buying now?

In the recent quarter Michael Burry has bought (EL) ESTEE LAUDER COMPANIES-CL A (added shares +100%).

What does Michael Burry invest in?

Michael Burry's holdings are (EL) ESTEE LAUDER COMPANIES-CL A (100%).

In the latest report(s) the following change has been made to the investment: (EL) ESTEE LAUDER COMPANIES-CL A (added shares +100%).

2022 Q3 (5 results)
AJRD
buy
+70,920
+12.84%
$39.99
45.01% $57.99
0.00%
CHTR
buy
+10,000
+7.35%
$303.40
34.64% $408.50
0.00%
CXW
buy
+724,895
+15.52%
$8.84
151.93% $22.27
0.00%
LILAK
buy
+155,761
+2.32%
$6.15
16.59% $5.13
0.00%
QRTEA
buy
+5,000,000
+24.34%
$2.01
82.09% $0.36
24.34%
2022 Q2 (1 result)
GEO
buy
+501,360
+100.00%
$6.60
315.91% $27.45
100.00%
2022 Q1 (10 results)
GOOGL
buy
+89,050
+10.93%
$139.07
24.04% $172.50
0.00%
BKNG
buy
+8,000
+11.36%
$2,348.50
132.00% $5,448.47
0.00%
CI
buy
+50,249
+10.86%
$239.61
31.69% $315.55
0.00%
DISCK
buy
+750,000
+11.32%
$24.97
2.21% $24.42
0.00%
GPN
buy
+66,700
+5.52%
$136.84
44.61% $75.80
0.00%
META
buy
+52,400
+10.75%
$222.36
187.97% $640.34
0.00%
NXST
buy
+76,200
+8.68%
$188.48
6.99% $175.31
0.00%
OVV
buy
+300,000
+9.81%
$54.07
32.77% $36.35
0.00%
SPWH
buy
+160,000
+1.62%
$10.69
81.20% $2.01
0.00%
STLA
buy
+600,000
+5.90%
$16.27
35.59% $10.48
0.00%
2021 Q4 (4 results)
IMPX
buy
+715,071
+13.42%
$9.99
6.01% $9.39
0.00%
BMY
buy
+300,000
+25.12%
$62.35
24.64% $46.99
25.12%
FNF
buy
+227,500
+22.78%
$52.18
4.10% $54.32
0.00%
GD
buy
+80,000
+22.40%
$208.48
33.99% $279.33
0.00%
2021 Q3 (3 results)
LMT
buy
+21,900
+24.82%
$345.10
37.68% $475.15
0.00%
DNOW
buy
+150,000
+2.75%
$7.65
92.60% $14.74
0.00%
SCYX
buy
+174,030
+2.21%
$5.30
86.22% $0.73
0.00%
2021 Q2 (5 results)
DISCK
buy
+675,516
+18.02%
$28.98
15.73% $24.42
0.00%
GEO
buy
+2,500,000
+12.94%
$7.12
285.53% $27.45
12.94%
OVV
buy
+600,000
+13.73%
$31.47
15.51% $36.35
0.00%
VYGG.WS
buy
+550,000
+0.72%
$1.81
-
0.00%
VYGG
buy
+144,550
+1.05%
$9.95
1.02% $10.05
0.00%
2021 Q1 (14 results)
ARPO
buy
+1,000,000
+1.11%
$1.29
70.54% $2.20
0.00%
CVS
buy
+110,000
+7.11%
$75.23
18.15% $61.57
7.11%
GNK
buy
+354,711
+3.07%
$10.08
31.76% $13.28
0.00%
GOGL
buy
+466,400
+3.05%
$6.71
8.56% $7.28
3.05%
HP
buy
+200,000
+4.63%
$26.96
42.28% $15.56
0.00%
LUMN
buy
+562,250
+7.45%
$13.35
70.11% $3.99
0.00%
MRNS
buy
+297,272
+3.95%
$15.48
96.45% $0.55
3.95%
MDP
buy
+140,000
+3.58%
$29.78
98.36% $59.07
0.00%
OXY
buy
+225,000
+5.15%
$26.62
56.37% $41.63
0.00%
PDS
buy
+222,706
+4.13%
$21.61
97.35% $42.65
0.00%
TBT
buy
+250,500
+5.60%
$21.74
71.80% $37.35
0.00%
STNG
buy
+190,100
+3.01%
$18.46
121.09% $40.81
3.01%
RKLB
buy
+461,591
+4.69%
$11.84
138.61% $28.25
0.00%
ZYME
buy
+226,219
+7.62%
$31.58
64.60% $11.18
0.00%
42 of 203

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.