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Michael Burry · quarter digest

What Michael Burry did in Q3 2024

Scion Asset Management filed 6 moves in Q3 2024: 2 new, 3 add, 0 trim, 1 exit.

13F filed 2024-11-14. Manager quality score: q7. Philosophy: Contrarian deep-value with macro overlay. Predicted 2008.

New positions · 2

Fresh money

NEW·8.5% book·+33

Burry's BABA re-entry.

NEW·7.6% book·+13

First JD.com position.

Adds · 3

Adding to conviction

BAIDUBAIDU INC
ADD +178%·16.9% book·−6
FOURSHIFT4 PMTS INC
ADD +50%·10.2% book·+2
MOHMOLINA HEALTHCARE INC
ADD +22%·8.0% book·+3
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Exits · 1

Closed positions

HPPHUDSON PAC PPTYS INC
EXIT·0.0% book·+1
Current top holdings

Michael Burry’s book, latest snapshot

#TickerWeight
1BABA
Alibaba
21.3%
2JD
JD.com
17.6%
3BIDU
Baidu
14.8%
4SHEL
Shell
9.2%
5ESTC
Elastic NV
8.7%
Other quarters for Michael Burry

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.