Michael Burry
Extreme contrarian deep value: hunts mispriced, panic-sold assets and obvious bubbles, and will short the overvalued.
A neurology resident who taught himself value investing and founded Scion Capital in 2000. His subprime short made $725M in 2007–08 — immortalized in The Big Short. He still runs Scion with deep-value contrarian bets.
Scion files a 13F, but Burry turns over fast, uses options, and runs a tiny book (often 3–5 names). The quarterly snapshot is easy to misread — the best reminder never to blindly copy anyone.
Holdings & weights
Q3 2025 · 13F (as of 30 Sep 2025)Weights are by market value, from real 13F / daily disclosure. This is a snapshot and will change — see live: Live 13F weights & activity on dataroma
A beaten-down health insurer.
Analyze through a master's lensA contrarian bet on a brand the market thinks has peaked.
Analyze through a master's lensIn their own words
Only the naive optimist believes everything will be fine forever.
Where to follow them
Primary sources. Read the original — don't settle for second-hand summaries.
Run any stock you care about through the "Contrarian · Deep Value" lens.
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