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Third Quarter 2025 13F Hedge Fund Investment Strategy Analysis

EPISODE · Nov 15, 2025 · 32 MIN

Third Quarter 2025 13F Hedge Fund Investment Strategy Analysis

from New Horizons Investment · host Odd Bird

This podcast provides a detailed summary of the third-quarter 13F filings for several prominent investors, including Dr. Michael Burry, Lee Ainslie, David Einhorn, David Tepper, and Bill Miller. Michael Burry's activity is highlighted, noting his closure of SCION Hedge fund in late October, his significant increase in LULU shares, and the placement of large PUT options on PLTR and NVDA. The podcast talks specific portfolio adjustments for each investor, listing new stock acquisitions, additions to existing positions, and the approximate percentage of the total portfolio these changes represent. The podcast offers a snapshot of high-profile institutional investment strategies, focusing on notable buys and sales across various sectors like energy, technology, and consumer goods.

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Third Quarter 2025 13F Hedge Fund Investment Strategy Analysis

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