Scion Asset Management (Michael Burry) discloses updated portfolio positions in 13F filing: New QRTEA IHRT HBI positions, Exited SBSW JD PACW HBAN
Highlights from Q2 2023 filing as compared to Q1 2023:
- New positions in: QRTEA (1.5 mln shares), IHRT (600K), HBI (400K), NEX (400K), WBD (375K), STLA (325K), HPP (~0.25 mln), CRGY (~0.24 mln), CRK (200K), SBLK (~0.18 mln), MGM (150K), SB (~128K), CMRE (125K), VTLE (100K), CVS (100K), EXPE (100K)
- Increased positions in: REAL (to 1.5 mln shares from ~685K shares), GEO (600K from 400K), CI (to 27.5K from 25K)
- Closed positions in: SBSW (from 800K shares), JD (from 250K), PACW (from 250K), HBAN (from ~0.18 mln), CTRA (from 150K), FRCB (from 150K), NOV (from ~0.14 mln), COHR (from 125K), WFC (from 125K), WAL (from 125K), BABA (100K), ZM (100K), COF (75K)
- Decreased positions in: NYCB (to 200K shares from 850K shares), LILAK (to 450K from 800K), SIG (to 85K from 125K)