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「The Big Short」 Michael Burry: Lululemon Becomes Largest Holding, Will Actively Increase Position if Stock Price Falls Below $100

「The Big Short」 Michael Burry: Lululemon Becomes Largest Holding, Will Actively Increase Position if Stock Price Falls Below $100

BlockBeatsBlockBeats2026/09/04 02:02

BlockBeats News, September 4th, "The Big Short" prototype Michael Burry stated in his column "

Cassandra Unchained
" that Lululemon Athletica is currently the largest position in his investment portfolio. Burry referred to LULU as the "troublemaker" in his portfolio and hinted that he would actively buy more if the stock price fell below $100.


Previously, he had increased his position several times, with an average cost of around $120, and continued to describe the stock as "deafeningly cheap." Additionally, Burry had previously pointed out that at the current valuation, Lululemon could potentially become a target for a founder or private equity buyout as one of the long-term possible outcomes.


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