Michael Burry · quarter digest
What Michael Burry did in Q3 2024
Scion Asset Management filed 9 moves in Q3 2024: 2 new, 3 add, 2 trim, 2 exit.
13F filed 2024-11-14. Manager quality score: q7. Philosophy: Contrarian deep-value with macro overlay. Predicted 2008.
New positions · 2
Fresh money
Adds · 3
Adding to conviction
BIDUBAIDU INC
ADD +178%·16.9% book·0
FOURSHIFT4 PMTS INC
ADD +50%·10.2% book·+12
MOHMOLINA HEALTHCARE INC
ADD +22%·8.0% book·−1
Trims · 2
Taking chips off
REALTHE REALREAL INC
TRIM -50%·1.2% book·+5
ACICAMERICAN COASTAL INS CORP
TRIM -60%·0.9% book·−3
Exits · 2
Closed positions
HPPHUDSON PAC PPTYS INC
EXIT·0.0% book·+2
BCABBIOATLA INC
EXIT·0.0% book·−2
Current top holdings
Michael Burry’s book, latest snapshot
Other quarters for Michael Burry
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
Deep dive
Reading for your research
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