Michael Burry, an investor best known for his “big short” during the Great Financial Crisis, has a hidden holding. British American Tobacco (LON:BATS) (NYSE:BTI) is Burry’s largest known stock holding, with a reported value of $11.2 million, according to filings with UK regulatory authorities. I’m also bullish on British American Tobacco, which I believe is becoming a better company from an ESG perspective and trades at an extraordinarily favorable valuation.
Michael Burry’s Largest Holdings
Michael Burry’s five largest holdings, in order, are British American Tobacco, JD.com (NASDAQ:JD), Alibaba (NYSE:BABA), HCA Healthcare (NYSE:HCA), and Citigroup (NYSE:C). I own two of these stocks myself — British American Tobacco and Citigroup.
My investment strategy aligns with Burry’s, to an extent, because I’m a value investor who looks to exploit pessimism. I often buy unloved stocks with strong fundamentals….
