Tracking Michael Burry’s Scion Asset Management Portfolio – Q4 2019 Update

• Michael Burry’s 13F portfolio value increased from $60M to $82B this quarter. 
• Scion Asset Management decreased GameStop (GME) while increasing Tailored Brands (TLRD).  
• The top three positions are GameStop (GME), Tailored Brands (TLRD), and Alphabet (GOOG) and they add up to ~47% of the portfolio. 

Michael Burry’s 13F portfolio increased from $60M to $82M this quarter. The portfolio is heavily concentrated with recent 13F reports showing around 10 positions.

To know more about Dr. Michael Burry, check out the book The Big Short: Inside the Doomsday Machine by Michael Lewis.

Below is a spreadsheet that shows the changes to Michael Burry's Scion Asset Management US long portfolio holdings as of Q4 2019. For a look at how the portfolio has progressed, see our previous update:

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