Scion Asset Management Q2 2019

Scion Asset Management holdings Q2 2019
Name ValueChangeSharesChangeWeightingChange
WESTERN DIGITAL CORP$11,888
64.90%
250,000
66.67%
12.71%
73.05%
CLEVELAND CLIFFS INC$11,737
56.64%
1,100,000
46.67%
12.54%
64.37%
TAILORED BRANDS INC$10,675
56.64%
1,850,000
112.84%
11.41%
64.37%
FEDEX CORPNew $9,85160,00010.53%
ALPHABET INCcap stk cl cNew $9,7289,00010.40%
CARDINAL HEALTH INCNew $9,420200,00010.07%
ALIBABA GROUP HLDG LTDsponsored adsNew $8,47350,0009.06%
DISNEY WALT CO$8,378
7.80%
60,000
-14.29%
8.95%
13.12%
GREENSKY INCcl a$7,374
109.49%
600,000
120.57%
7.88%
119.83%
SPORTSMANS WHSE HLDGS INC$6,037
0.60%
1,597,011
27.75%
6.45%
5.57%
FACEBOOK INCcl aSold $0-45,000-7.64%
FIVE POINT HOLDINGS LLCSold $0-1,238,381-9.09%
GAMESTOP CORP NEWcl aSold $0-650,000-6.73%
PETIQ INCSold $0-106,232-3.40%
ALPHABET INCcap stk cl aSold $0-7,500-8.99%
JD COM INCspon adr cl aSold $0-300,000-9.21%
COREPOINT LODGING INCSold $0-657,600-7.48%
ALTABA INCSold $0-105,000-7.93%
Portfolio Information
QuarterQ2 2019
Total value$93,561,000
Holdings10
Managers
Michael J. Burry
Quarters
2019-09-30
$59,618
2019-06-30
$93,561
2019-03-31
$98,181
2018-12-31
$103,528
2016-09-30
$35,387
2016-06-30
$45,502
2016-03-31
$51,092
2015-12-31
$79,939
SEC Filings