13F filing recap · Q1 2016

What did Scion Asset Management buy in Q1 2016?

Reported stock-position changes between this filing and the previous one.

Stock value

$51.09M

Positions

Estimated turnover

99.7%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

TLRDQTailored Brands Inc$7.16Mreported value+400.0K shares AMGNAmgen Inc.$6.00Mreported value+40.0K shares THRMGentherm Inc$1.96Mreported value+47.0K shares

Increased positions

HCAHCA Healthcare, Inc.$7.80Mreported value+25.0K shares+33.3%

Reduced positions

NXRTNexpoint Residential Trust, Inc.$7.98Mreported value-60.9K shares-9.1%TBPHTheravance Biopharma, Inc.$5.17Mreported value-161.6K shares-37.0%

Exited positions

IBMInternational Business Machines Corp$6.88Mprior reported value-50.0K shares-100.0%MWThe Men'S Wearhouse Inc$5.87Mprior reported value-400.0K shares-100.0%ACEAce Limited$5.84Mprior reported value-50.0K shares-100.0%CYHCommunity Health Systems, Inc.$5.31Mprior reported value