What did Michael Burry buy in Q3 2025?

Michael Burry opened 3 new positions (MOH, SLM, BRKR 6.375 09/01/28) and added to 1 existing holding in the Q3 2025 13F.

What did Michael Burry sell in Q3 2025?

Michael Burry exited 5 positions (EL, BRKR, REGN, MELI, UNH) and trimmed 0.

What Michael Burry bought and sold in Q3 2025

In Q3 2025, Michael Burry (Scion Asset Management) opened 3 new positions — including MOH (35.1%), SLM (19.5%), BRKR 6.375 09/01/28 (19.3%), added to 1, exited 5 (EL, BRKR, REGN). The book stood at $68M across 4 positions, filed Nov 3, 2025.

3New1Added0Trimmed5Exited

Share𝕏 in

New positions (3)

MOHMolina Healthcare Inc35.1% · $24M
SLMSlm Corp19.5% · $13M
BRKR 6.375 09/01/28Bruker Corp19.3% · $13M

Added to (1)

LULULululemon Athletica Inc+100% shares · 26.1% · $18M

Exited (5)

ELEstee Lauder Companies-cl Awas 21.5% of book
BRKRBruker Corpwas 18.3% of book
REGNRegeneron Pharmaceuticalswas 14.0% of book
MELIMercadolibre Incwas 13.9% of book
UNHUnitedhealth Group Incwas 11.1% of book

Michael Burry's other filings

Q4 2025 changes Q2 2025 changes Q1 2025 changes Q4 2024 changes

Michael Burry's full portfolio →The whole cohort in Q3 2025 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.