Michael Burry · quarter digest
What Michael Burry did in Q2 2024
Scion Asset Management filed 18 moves in Q2 2024: 4 new, 1 add, 2 trim, 11 exit.
13F filed 2024-08-14. Manager quality score: q7. Philosophy: Contrarian deep-value with macro overlay. Predicted 2008.
New positions · 4
Fresh money
FOURSHIFT4 PMTS INC
NEW·14.0% book·+12
MOHMOLINA HEALTHCARE INC
NEW·13.9% book·−1
HPPHUDSON PAC PPTYS INC
NEW·10.5% book·+2
BCABBIOATLA INC
NEW·1.7% book·−2
Adds · 1
Adding to conviction
BIDUBAIDU INC
ADD +88%·12.4% book·0
Trims · 2
Taking chips off
JDJD.COM INC
TRIM -31%·12.3% book·+7
REALTHE REALREAL INC
TRIM -29%·6.1% book·+5
Exits · 11
Closed positions
EXIT·+26
“Briefly exited BABA before re-entering Q3.”
HCAHCA HEALTHCARE INC
EXIT·0.0% book·−10
CCITIGROUP INC
EXIT·0.0% book·−6
XYZBLOCK INC
EXIT·0.0% book·−15
PHYSSPROTT PHYSICAL GOLD TR
EXIT·0.0% book·+1
AAPADVANCE AUTO PARTS INC
EXIT·0.0% book·−3
CITHE CIGNA GROUP
EXIT·0.0% book·−5
BPBP PLC
EXIT·0.0% book·+1
SBLKSTAR BULK CARRIERS CORP.
EXIT·0.0% book·+5
FSLRFIRST SOLAR INC
EXIT·0.0% book·−10
SBSAFE BULKERS INC
EXIT·0.0% book·−3
Current top holdings
Michael Burry’s book, latest snapshot
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
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