13F filing recap · Q1 2023
What did Scion Asset Management buy in Q1 2023?
Reported stock-position changes between this filing and the previous one.
Stock value
$106.94M
Positions
21
Estimated turnover
153.5%
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
SIGSignet Jewelers Limited$9.72Mreported value+125.0K sharesNYCBFlagstar Bank, National Association$7.68Mreported value+850.0K sharesZMZoom Communications, Inc.$7.38Mreported value+100.0K sharesCOFCapital One Financial Corp$7.21Mreported value+75.0K sharesSBSWSibanye Stillwater Limited$6.66Mreported value+800.0K sharesLILAKLiberty Latin America Ltd.$6.61Mreported value+800.0K sharesCIThe Cigna Group$6.39Mreported value+25.0K sharesWFCWells Fargo & Company/mn$4.67Mreported value+125.0K sharesWALWestern Alliance Bancorporation$4.44Mreported value+125.0K sharesCTRACoterra Energy Inc.$3.68Mreported value+150.0K sharesNOVNov Inc.$2.66Mreported value+143.6K sharesDVNDevon Energy Corp/de$2.44Mreported value+48.3K sharesPACWPacwest Bancorp$2.43Mreported value+250.0K sharesFRCFirst Republic Bank$2.10Mreported value+150.0K sharesHBANHuntington Bancshares Incorporated$2.07Mreported value+184.9K sharesREALThe Realreal, Inc.$862.4Kreported value+684.4K sharesOVVOvintiv Inc.$811.8Kreported value+22.5K shares