Scion Asset Management

(https://scionasset.com/), managed by Michael Burry,

I found this video where they describe the positions where they are invested at the end of 2019:

Water and agriculture

I have also read about the investments he has done on Water and agriculture companies:

https://investormint.com/investing/michael-burry-water

• American Water Works Co Inc.
• Danaher Corp
• Xylem Inc/NY
• Pentair PLC
• Veolia Environment SA
• Geberit AG
• Idex Corp
• Suez
• United Utilities Group PLC
• Severn Trent PLC