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Michael Burry took a massive Q2 dump
Posted on 8/15/22 at 3:41 pm
Posted on 8/15/22 at 3:41 pm
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 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
5
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.
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.
Posted on 8/15/22 at 6:17 pm to Diseasefreeforall
Burry only manages $165 million?
Posted on 8/15/22 at 6:24 pm to slackster
That number stood out to me as well. What a poor
Posted on 8/15/22 at 7:19 pm to slackster
quote:
Burry only manages $165 million?
He closed to outside money because he didn’t like the stress of dealing with investors.
Posted on 8/15/22 at 8:52 pm to southernelite
Buddy has good ideas and generally a solid thesis for moves, but his timing usually sucks arse. Which is the most important part.
Posted on 8/15/22 at 8:52 pm to slackster
How much are you managing?
Posted on 8/16/22 at 7:38 am to Drizzt
quote:
How much are you managing?
$110 million in AUM, which is why Burry having $165 is such a surprise.
This post was edited on 8/16/22 at 7:40 am
Posted on 8/16/22 at 1:07 pm to slackster
quote:
Burry only manages $165 million?
Hell even Andrew Neumann is playing with more than that haha
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.
After this massive rally, I am with him. I've sold my long positions last Friday and will wait on the sidelines.
Posted on 8/17/22 at 7:08 am to JimMorrison
quote:
After this massive rally, I am with him. I've sold my long positions last Friday and will wait on the sidelines.
He got out pre-rally though
Posted on 8/17/22 at 8:06 am to slackster
quote:
Burry only manages $165 million?
That was only the holdings in domestic stocks and options. Short positions and foreign investments aren't reported in 13F filings so his actual AUM may or may not be higher.
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
Posted on 8/18/22 at 4:45 pm to Upperdecker
Burry liquidated $322 M since June, and that does not include his holdings for clients in SCION Management.
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