HE'S BUYING.

Michael Burry just made his boldest move in years. After dumping nearly every stock last quarter, he's back. And this time, he's buying big. Five stocks. That's it. And one of them is down more than 50% from its highs. Another is trading at a price to earnings ratio nearly half its historical average. While most investors are playing defense, Burry's leaning in, targeting strong businesses that the market's currently overlooking. It's concentrated. It's aggressive. And it says a lot about how he sees what's coming next. Today, I am breaking it all down. What Burry is buying? What he's sold? And most importantly, what it all means for you? But to really understand what Burry is doing now, we need to look at what he did before. Because Burry's Great Portfolio Cleanse (Q1 2025) wasn't random. In the first quarter of 2025, Burry nuked his entire portfolio. He sold out of 12 different companies, not trimmed, not reduced, fully exited, gone. And it wasn't some random batch of penny stocks either. I am talking major names across multiple sectors. Chinese tech giants like Alibaba, Baidu, JD.COM, and Pinduoduo, all wiped clean. Big healthcare names like Molina and HCA, and insurance players like Oscar Health and American Coastal Insurance. Even Canada Goose Holdings Inc. and VF Corp. were on the chopping block. Every one of them cleared off the board. He basically took the Etch A Sketch and shook it clean. What was he doing? He likes to move when the crowd gets too comfortable. In quarter one, a lot of these names were riding momentum or clinging to recovery hopes. Chinese stocks were bouncing off lows, but questions around regulation and geopolitical risk were still in the air. Healthcare names were trading at rich valuations while growth names were getting stretched again. And consumer plays, while still strong on paper, were starting to look fragile under inflation pressure. It's not that these were bad companies. It's that they didn't offer what Burry values most: Protection, Predictability, and Price. So, he cleared them out. And by doing that, he freed up cash. He gave himself the flexibility to wait, not just for good companies, but for the right prices. Because Burry doesn't sell everything unless he sees an opportunity forming. New names, new conviction. A tight, calculated portfolio that tells you exactly where he sees value today. And now, what Michael Burry is buying now? Q1