Scion Asset Management (Michael Burry) discloses updated portfolio positions in 13F filing: New HPP OLPX BCAB positions
Highlights from Q2 2024 filing as compared to Q1 2024 (all amounts are approximate):
- New positions in: HPP (1.14 mln shares), OLPX (1 mln), BCAB (0.63 mln), FOUR (0.1 mln), MOH (0.02 mln)
- Increased positions in: BIDU (to 0.08 mln shares from 0.04 mln shares), BABA (to 0.16 mln from 0.13 mln)
- Maintained positions in: ACIC (0.25 mln shares)
- Closed positions in: PHYS (from 0.44 mln shares), SB (from 0.4 mln), SBLK (from 0.25 mln), BP (from 0.18 mln), C (from 0.13 mln), VTLE (from 0.13 mln), SQ (from 90K shares), AAP (85K shares), FSLR (30K shares), HCA (25K shares), CI (20K shares)
- Decreased positions in: REAL (to 1 mln shares from 1.41 mln shares), JD (to 0.25 mln from 0.36 mln)