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Michael Burry's 13F Final AI Accounting Short

Deep Values

Imagine you are sitting at a high-spakes poker table with one of the most famous contrarian investors of our time. Right, the chips are stacked high. Exactly. The tension in the room is thick. And right before he cashes out, leaves the casino and just goes completely off the grid, he pauses. Oh, I love this analogy. Right. He looks right at you and he flips his cards over. He shows you his final hand.

I mean, it is the ultimate parting gift for anyone who's actually paying attention, a clear look into the mind of someone who has, you know, historically seen what the rest of the market completely missed. So today we are looking at the Q3 2025 Form 13F for Michael Burry's Scion Asset Management. And for those of you tracking the industry, you know this is a massive milestone. Yeah, it really is. It's the final regulatory snapshot before Scion Asset Management formally terminated its SEC registration back in November 2025.

Exactly. He's moved his insight strictly into the shadows now to his independent Cassandra Unchained commentary, meaning this is it. This is his final public footprint. We have a stack of forensic financial analysis detailing this portfolio. And our mission today is to decode his ultimate two-tiered investment architecture. So, OK, let's unpack this. Well, we really have to approach this document with the right lens. I mean, this isn't just a list of stock tickers to blindly copy. Right.

It is a window into a highly specific forensic accounting philosophy. It's honestly a masterclass in modern value investing. The architecture here is what really stands out because we are looking at a deliberate, extreme bifurcation of capital. I look at this structure and I just see a financial barbell.

Michael Burry's 13F Final AI Accounting Short

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Michael Burry's 13F Final AI Accounting Short

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.