Scion Asset Management (Michael Burry) discloses updated portfolio positions in 13F filing: New MAGN OSCR VFC EL BRKR positions, Boosted ACIC holding, Exited OLPX REAL FOUR
Highlights from Q4 2024 filing as compared to Q3 2024 (all amounts are approximate):
- New positions in: MAGN (200K), OSCR (200K), VFC (200K), EL (100K), BRKR (75K), PDD (75K), GOOS (25K), HCA (15K)
- Increased positions in: ACIC (to 146K from 100K)
- Maintained positions in: BIDU (125K)
- Closed positions in: OLPX (from 1000K), REAL (from 500K), FOUR (from 150K)
- Decreased positions in: JD (to 300K from 500K, also previously had puts), BABA (to 150K from 200K, also previously had puts), MOH (to 25K from 30K, also previously had puts)