SCION ASSET MANAGEMENT F-13 Update


I have no idea what Michael Burry is doing, but he just released his F13, and it pretty interesting.

  1. GEO: Purchased additional 1.5M shares ~38%
  2. QRTEA: Added 5M shares ~ 24%
  3. CXW: Added 725K shares ~ 16% — More private prison
  4. AJRD: Added 133k shares ~ 13%
  5. CHTR: Added 10K shares ~ 7%
  6. LILAK: Added 156K sahres ~ 3%

Total Market Value: $41M


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