Michael Burry · quarter digest
What Michael Burry did in Q1 2025
Scion Asset Management filed 15 moves in Q1 2025: 3 new, 3 add, 1 trim, 8 exit.
13F filed 2025-05-15. Manager quality score: q7. Philosophy: Contrarian deep-value with macro overlay. Predicted 2008.
New positions · 3
Fresh money
Adds · 3
Adding to conviction
PDDPDD HOLDINGS INC
ADD +167%·11.9% book·−12
JDJD.COM INC
ADD +33%·8.3% book·+7
ELLAUDER ESTEE COS INC
ADD +100%·6.6% book·−3
Trims · 1
Taking chips off
BIDUBAIDU INC
TRIM -20%·4.6% book·0
Exits · 8
Closed positions
MOHMOLINA HEALTHCARE INC
EXIT·0.0% book·−1
HCAHCA HEALTHCARE INC
EXIT·0.0% book·−10
BRKRBRUKER CORP
EXIT·0.0% book·0
VFCV F CORP
EXIT·0.0% book·−1
MAGNMAGNERA CORP
EXIT·0.0% book·−1
OSCROSCAR HEALTH INC
EXIT·0.0% book·−14
ACICAMERICAN COASTAL INS CORP
EXIT·0.0% book·−3
GOOSCANADA GOOSE HLDGS INC
EXIT·0.0% book·−4
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
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
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Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
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