Managed by Michael Burry
2025-Q3 vs 2025-Q2
Verify on SEC EDGAR →| Stock | Action | % Port | Δ Shares |
|---|---|---|---|
| MOH | New Buy | 35.1% +35.1pp |
+125,000 |
| LULU | Add | 26.1% +5.0pp | +50,000 +100.0% |
| SLM | New Buy | 19.5% +19.5pp | +480,054 |
| BRKRP | New Buy | 19.3% +19.3pp | +48,334 |
* Qtr-End Price reflects the closing valuation price as of the filing date (Value ÷ Shares). SEC Form 13F does not disclose intra-quarter trade execution prices or dates.
* Est. Avg is the quarter-average market price (VWAP when volume available, else mean close) for the current quarter — a market proxy, not the fund's actual cost basis. Use it to contextualize whether quarter-end price was above/below the market average.