Scion Asset Management's Q3 Portfolio Updates
Michael Burry from Scion Asset Management reports significant increases in three key portfolio positions as of September 2025, with total assets under management valued at $55 million.
As of September 2025, Michael Burry from Scion Asset Management has seen notable shifts in his investment portfolio. The total value of his holdings reached $55,008,950.
Among the top positions, Molina Healthcare (MOH) saw a remarkable increase of 400%, with its stock value jumping to $23,920,000. This represents a significant portion of his portfolio at 35.11%.
Lululemon Athletica Inc (LULU) also experienced a dramatic rise, doubling in value to $17,793,000, accounting for 26.11% of his investments.
SLM Corporation (SLM), primarily in the financial sector, tripled its stock value to $13,287,895, making up nearly 20% of his holdings.