And you might find this one interesting:
https://www.sec.gov/Archives/edgar/data/1649339/000156761919004198/0001567619-19-004198-index.htm
It is the latest SEC filing by Scion Asset Management (Michael Burry’s fund).
If you click on “form13fInfoTable.html” under the “Document” column, you can see the detail of all Scion’s holdings as of December 31st 2018.
Interestingly, there is not a single holding related to water.
As the saying goes, do your own research.
Ann: Monthly Update - July 2019, page-10
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