PortMichael Burry: What He's Buying and Selling
All disclosed stock trades — with purchase performance, portfolio structure, and filing dates. Scion Asset Management fund portfolio · Scion Asset Management.
In brief
In the last 12 months, purchases (≈$46,100,000) slightly outweighed sales (≈$44,400,000), with the largest single operation being the purchase of SLM Corp for approximately $13,300,000. Transactions primarily involved the healthcare (UNH, REGN, MOH, BRKR, HCA) and consumer discretionary (LULU, MELI, BABA, JD, PDD) sectors. A notable event was the simultaneous sale of FOUR (Shift4 Payments) shares for approximately $13,300,000, which was one of the largest selling operations during the period.
Summary written by AI based on filings; updated daily.
What Michael Burry is buying and selling recently
Last reported buy: SLM (September 30, 2025, $13.3M).
Where the Money Went
Full purchase history — none in the last year.
- MOHMolina Healthcare18.7%
- LULULululemon Athletica11.7%
- BRKRBruker8.3%
- ELLauder Estee Cos8.0%
- SLMSlm7.5%
- FOURShift4 Pmts6.6%
- JDJd.com5.6%
- BIDUBaidu4.7%
- REGNRegeneron Pharmaceuticals4.4%
- Other (8)24.5%
Who is Michael Burry and where does this data come from?
The investor who predicted the 2008 crash (The Big Short). He closed the Scion fund at the end of 2025 — here are his last disclosed portfolios.
Transactions are sourced from official 13F quarterly reports, filed within 45 days after the quarter's end. Portevo automatically downloads and translates them into English — nothing is entered manually.
Frequently Asked Questions
What has Michael Burry been buying recently?
Last reported purchases: SLM (September 30, 2025, $13.3M), LULU (September 30, 2025, $8.9M), MOH (September 30, 2025, $23.9M), UNH (June 30, 2025, $6.2M). The list is automatically updated from official filings — the full history is on the profile page.
How have Michael Burry's purchases performed?
We calculate performance based on the share prices of all purchased companies — it will appear here after calculation.
How quickly are Michael Burry's new trades visible?
As soon as they hit the registry: within 45 days after the end of the quarter. Portevo checks registries several times an hour and sends notifications to followers.
Is it worth copying Michael Burry's trades?
That is an investor's decision. Filings are delayed, and past performance does not guarantee future results. Portevo shows data, not recommendations.
See also
Follow Michael Burry on Portevo
Get notified of every new transaction, view full history, a chart of purchases, and a chart of each company's share price with the purchase date marked.
Portevo is not an investment advisor. The data and analyses are for informational and educational purposes only and do not constitute a recommendation or an offer to buy or sell financial instruments. Quotes are from external providers and may be delayed. You make investment decisions at your own risk.
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