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Fundville » Dr. Michael Burry - The Suddenly Famous Hedge Fund Manager




Dr. Michael Burry, Picture from Vanity Fair

We have been following Dr. Michael Burry’s Scion Capital since 2006, mostly through its 13F filings. We had heard some stories of his dark days long before Dr. Burry suddenly became a hedge fund legend. Michael Lewis’s “Betting on the Blind Side” on Vanity Fair is an extremely well written story and a must read to all investors. We followed Dr. Burry long before the crowd because personally we admired his way of value investing. Dr, Burry, if you are reading this blog, please shoot us an email support@fundville.com.

Now the sad story had a good ending. To the people who want to study his holdings, we dug out his most recent 13F filings in Q2 2008. He sold out all these positions in Q3 2008 before the tsunami hit, another extremely smart move. He had stopped filing 13F to SEC since Q1 2009.

Top 50 Holdings (Value) of Q2 2008 Quarter
No. Security Put/Call Stock Shares Value (x$1000) % of Assets
1 BARRICK GOLD CORP. ABX 1400000 $63,700.00 19.96%
2 FOCUS MEDIA HOLDING LIMITED - SPONSORED AMERICAN DEPOSITARY RECEIPT (CAYMAN ISLANDS) FMCN 2170000 $60,152.00 18.85%
3 CONOCOPHILLIPS COP 500000 $47,195.00 14.79%
4 GOLDMAN SACHS GROUP, INC. GS 250000 $43,725.00 13.70%
5 VALERO ENERGY CORP. (NEW) VLO 1000000 $41,180.00 12.90%
6 JPMORGAN CHASE & CO. JPM 1150000 $39,456.00 12.36%
7 HARMAN INTERNATIONAL INDUSTRIES, INC. HAR 573500 $23,737.00 7.44%
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  1. [...] Fundville: Track 3000+ Fund Managers » Dr. Michael Burry - The Suddenly Famous Hedge Fund Manager fundville.com/blog/2010/03/dr-michael-burry-the-suddenly-famous-hedge-fund-manager – view page – cached We have been following Dr. Michael Burry’s Scion Capital since 2006, mostly through its 13F filings. We had heard some stories of his dark days long before Dr. Burry suddenly became a hedge fund legend. Michael Lewis’s “Betting on the Blind Side” on Vanity Fair is an extremely well written story and a must read to all investors. We followed Dr. Burry long before the crowd because… Read moreWe have been following Dr. Michael Burry’s Scion Capital since 2006, mostly through its 13F filings. We had heard some stories of his dark days long before Dr. Burry suddenly became a hedge fund legend. Michael Lewis’s “Betting on the Blind Side” on Vanity Fair is an extremely well written story and a must read to all investors. We followed Dr. Burry long before the crowd because personally we admired his way of value investing. Dr, Burry, if you are reading this blog, please shoot us an email View page Filter tweets [...]

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