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Scion Asset Management (Michael Burry) 13F holdings — 2025-09-30
Filed by Scion Asset Management, LLC on 2025-11-03 for the quarter ending 2025-09-30, compared with the quarter ending 2025-06-30. Original filing.
4positions
$68.1Mreported value
3new positions
5positions sold out
Holdings
| Issuer | Shares | Value | % of 13F | Change |
|---|---|---|---|---|
| MOLINA HEALTHCARE INC | 125,000 | $23.9M | 35.11% | New position |
| LULULEMON ATHLETICA INC | 100,000 | $17.8M | 26.11% | Added 100% |
| SLM CORP | 480,054 | $13.3M | 19.5% | New position |
| BRUKER CORP | 48,334 | $13.1M | 19.28% | New position |
Sold out since prior quarter
| Issuer | Shares in prior quarter | Prior value |
|---|---|---|
| BRUKER CORP | 250,000 | $10.3M |
| LAUDER ESTEE COS INC | 150,000 | $12.1M |
| MERCADOLIBRE INC | 3,000 | $7.8M |
| REGENERON PHARMACEUTICALS | 15,000 | $7.9M |
| UNITEDHEALTH GROUP INC | 20,000 | $6.2M |