Michael Burry - Scion Asset Management 13F Activity & Position Changes (Q1 2020)

As of Mar 31, 2020, the Scion Asset Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2020. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2020, the filing reported:

New Buys - Boeing Company (The), Jack In The Box Inc., Meta Platforms, Inc.

Increases - GameStop Corporation, Qorvo, Inc.

Reductions - None reported

Complete Exits - BlackBerry Limited, Cenovus Energy Inc, Alphabet Inc., Sportsman's Warehouse Holdings,

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2020	BA Boeing Company (The)	Boeing Company (The)	Buy - Position Entry	+60,000	-	$8.95K	60,000
Q1 2020	BB BlackBerry Limited	BlackBerry Limited	Sell - Position Exit	-900,000	-100.0%	$0.00	-
Q1 2020	CVE Cenovus Energy Inc	Cenovus Energy Inc	Sell - Position Exit	-600,000	-100.0%	$0.00	-
Q1 2020	GME GameStop Corporation	GameStop Corporation	Buy	+650,000	+27.7%	$10.50K	3,000,000
Q1 2020	GOOG Alphabet Inc.	Alphabet Inc.	Sell - Position Exit	-8,000	-100.0%	$0.00	-
Q1 2020	JACK Jack In The Box Inc.	Jack In The Box Inc.	Buy - Position Entry	+300,000	-	$10.52K	300,000
Q1 2020	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy - Position Entry	+60,000	-	$10.01K	60,000
Q1 2020	QRVO Qorvo, Inc.	Qorvo, Inc.	Buy	+50,000	+66.7%	$10.08K	125,000
Q1 2020	SPWH Sportsman's Warehouse Holdings,	Sportsman's Warehouse Holdings,	Sell - Position Exit	-690,294	-100.0%	$0.00	-