Michael Burry "The Big Short" Fund Portfolio

This is what Michael Burry’s investment fund currently holds. He was the real life guy who called the 2008 housing crash and was the main character in “The Big Short” movie.

Beyond Gamestop (he got very lucky with that pot of dynamite…), he has a few other interesting ones:

  • Streaming: DISCA (Discovery Channel) and MSGN (Sports)
  • Tech: WDC (hard drives and storage)
  • Healthcare: CVS
  • Travel: TCOM (Trip.com
  • Real Estate: RPT (Open air shopping centers)

Thoughts?