Burry adds to his positions in Zoetis (ZTS) and Lululemon (LULU); sold entire position in Flutter (FLUT)

The reporting lag is the standard caveat: positions of this sort reflect holdings as of a prior quarter end and may already be stale, a distinction that matters more for the exit, the full disposal of Flutter, than for the adds, since closes cannot be partially reversed after the snapshot. The pattern with this particular manager is that headline attention routinely exceeds position size; past disclosures have shown book allocations that are small relative to the attention they attract. What has tended to matter in comparable episodes is whether the disclosed names share a common thread, here two consumer-adjacent and healthcare names against a discarded betting name, since the signal value is in the rotation rather than any single line. The follow-ons are any accompanying commentary or letter, and whether options structures sit alongside the equity, which such disclosures have sometimes revealed later.