Published 2026-02-23 · ARK Tracker
Famed for calling the 2008 housing crisis in "The Big Short", Michael Burry is one of the market's most watched contrarian value investors. Here is how to track his latest moves via Scion Asset Management's 13F filings.
Unlike Warren Buffett, who buys holding-forever "wonderful companies at fair prices," Dr. Michael Burry is a deep-value, special situations investor. He hunts for asymmetric risk/reward propositions—often in unloved, ignored, or despised sectors of the market.
This means Scion Asset Management's portfolio looks wildly different from almost any other fund. It is characterized by:
Because Burry is a highly active investor, tracking his 13F requires understanding the built-in delay.
In this post
- Burry's Investment Strategy
- The "13F Lag" Problem for Scion
- The Missing Half: Shorts and Options
- How to Use the Scion Tracker