Michael Burry · quarter digest
What Michael Burry did in Q2 2024
Scion Asset Management filed 13 moves in Q2 2024: 3 new, 1 add, 1 trim, 8 exit.
13F filed 2024-08-14. Manager quality score: q7. Philosophy: Contrarian deep-value with macro overlay. Predicted 2008.
New positions · 3
Fresh money
FOURSHIFT4 PMTS INC
NEW·14.0% book·+14
MOHMOLINA HEALTHCARE INC
NEW·13.9% book·−2
HPPHUDSON PAC PPTYS INC
NEW·10.5% book·+2
Adds · 1
Adding to conviction
BAIDUBAIDU INC
ADD +88%·12.4% book·+2
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Remove with Pro →Trims · 1
Taking chips off
JDJD.COM INC
TRIM -31%·12.3% book·+9
Exits · 8
Closed positions
EXIT·+25
“Briefly exited BABA before re-entering Q3.”
HCAHCA HEALTHCARE INC
EXIT·0.0% book·−10
CCITIGROUP INC
EXIT·0.0% book·−6
BLOCKBLOCK INC
EXIT·0.0% book·−8
PHYSSPROTT PHYSICAL GOLD TR
EXIT·0.0% book·+1
CVITHE CIGNA GROUP
EXIT·0.0% book·+1
BPBP PLC
EXIT·0.0% book·+1
SEASTAR BULK CARRIERS CORP.
EXIT·0.0% book·+1
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.