Scion Asset Management · Michael Burry

Period 2025-09-30 · Filed 2025-11-03 · Value of constituent holdings $17.8M← Notable Institutional Holdings

New

Added

Reduced

Sold out

All 3 New 0 Added 1 Reduced 0 Sold out 2

Ticker	Company	Value	Weight	Shares	vs. 2025-06
LULU	Lululemon Athletica	$17.8M	100.0%	100,000	Added+100%
UNH	UnitedHealth Group	—	—	—	Sold out
REGN	Regeneron Pharmaceuticals	—	—	—	Sold out

Institutional holdings come from filings made within 45 days of quarter-end and reflect positions at quarter-end. Short positions and non-US stocks are excluded; values are as reported in the filing.