Michael Burry
· Cassandra Unchained
· August 11, 2026 at 19:54
· ⏱ 1 min read
| Read on Substack ↗
Summary
Molina Healthcare is a genuine long-term conviction buy for Michael Burry: he added to the position at $198, bringing it back to a full, top-tier-sized holding and signaling the political season could be a tailwind. The only concrete public signal is bullish for MOH; the simultaneous increase in his three largest shorts offers no named actionable information.
•Burry added to his Molina Healthcare position at $198 per share, returning it to a full position.
•He says Molina is now more in line with his largest positions again after drifting in relative size.
•Burry states he believes in Molina long term and thinks the political season may turn out well for the company.
•He also added to his three largest shorts but did not identify any of the names.
Read time1 min
Length531 chars
Categoryfinance
Ideas
Michael BurryFounder, Scion Asset Management; subject of The Big Short
Burry added to Molina Healthcare at $198 to restore it to a full top-tier position, citing long-term conviction and a potentially favorable political season for the company.