Scion Asset Management — Michael Burry | Fund Consensus

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Scion Asset Management

Managed by Michael Burry

Portfolio Value: $1.4B

Holdings: 4

Quarter: 2025-Q3

Holdings Activity Buys Sells History

2025-Q3 vs 2025-Q2

Verify on SEC EDGAR →

Stock	Action	% Port	Shares	Δ Shares	Δ % Port	Rpt Price
ELLAUDER ESTEE COS INC	Sold	0.0%	0	-150,000	-40.1pp	—
MOHMOLINA HEALTHCARE INC	New Buy	35.1%	125,000	+125,000	+35.1pp	$191.36
BRKRBRUKER CORP	Sold	0.0%	0	-250,000	-34.0pp	—
LULULULULEMON ATHLETICA INC	New Buy	26.1%	100,000	+100,000	+26.1pp	$177.93
MELIMERCADOLIBRE INC	Sold	0.0%	0	-3,000	-25.9pp	—
SLMSLM CORP	New Buy	19.5%	480,054	+480,054	+19.5pp	$27.68
BRKRPBRUKER CORP	New Buy	19.3%	48,334	+48,334	+19.3pp	$271.80