Scion Asset Management filed their Q2 13F today. Burry sold everything. $165 million worth, and only bought $3 million of a corp that invests in private prisons and mental health facilities, it's his only holding.

This is for Q2. His portfolio could have changed in the last month and a half.

Burry's Q2 13F

This post was edited on 8/15/22 at 3:49 pm

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Posted by Jon Ham

Member since Jun 2011

28608 posts

Posted on 8/15/22 at 4:19 pm to Diseasefreeforall

The prison investment makes sense. Current projections show up to 60% of southern white conservative men finding themselves in prison over the next 12 months. The prison yards will have never looked so good after the landscaping windfall they are about to get.

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Posted by Jag_Warrior

Virginia

Member since May 2015

4133 posts

Posted on 8/15/22 at 5:39 pm to Diseasefreeforall

quote:
Michael Burry

Maybe it’s his way of catching Meredith Whitney’s attention. He’s unconventional and figured flowers & candy wouldn’t do the trick.

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Posted by slackster

Houston

Member since Mar 2009

85143 posts

Posted on 8/15/22 at 6:17 pm to Diseasefreeforall

Burry only manages $165 million?

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Posted by JimMorrison

The Peninsula

Member since May 2012

20747 posts

Posted on 8/17/22 at 5:49 am to Diseasefreeforall

You have to admire the man's conviction.

After this massive rally, I am with him. I've sold my long positions last Friday and will wait on the sidelines.

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Posted by Upperdecker

St. George, LA

Member since Nov 2014

30633 posts

Posted on 8/17/22 at 9:23 am to Diseasefreeforall

His autism leads him to some extreme swings. Like his whole tweeting and then deleting it thing. Still an incredibly intelligent person - he found GME before everyone else

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