KENSICO CAPITAL MANAGEMENT

Latest statistics and disclosures from KENSICO CAPITAL MANAGEMENT's latest quarterly 13F-HR filing:

KENSICO CAPITAL MANAGEMENT portfolio companies for December 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
STZ Constellation Brands 18.67 -4.00% 6359800 142.44 115.30
AIG American International 12.70 +4.00% 9947600 61.97 54.59
MSFT Microsoft Corporation 8.51 7439900 55.48 42.00
SNDK SanDisk Corporation 6.68 4268700 75.99 84.20
V Visa 6.39 4000500 77.55 266.74
LNG Cheniere Energy 6.15 8008300 37.25 75.38
Walgreen Boots Alliance 6.09 3473173 85.15 0.00
Aramark Hldgs 5.69 8562200 32.25 0.00
WBMD WebMD Health 5.08 5104600 48.30 42.39
Express Scripts Holding 4.77 2646100 87.41 0.00
MTW Manitowoc Company 3.56 +38.00% 11260000 15.35 19.75
Twenty-first Century Fox 3.28 -2.00% 5854400 27.16 0.00
Dorian Lpg 1.94 8014837 11.77 0.00
FISV Fiserv 1.43 761300 91.46 77.15
SATS Echostar Corporation 1.41 1748400 39.11 50.33
JNPR Juniper Networks 1.23 -45.00% 2162500 27.60 23.46
Liberty Media Corp Del Com Ser C 0.98 1252100 38.08 0.00
MDAS MedAssets 0.97 1521800 30.94 18.71
Abengoa Yield 0.96 +30.00% 2425000 19.29 0.00
WMB Williams Companies 0.94 +1379.00% 1775000 25.70 46.41
TTWO Take-Two Interactive Software 0.69 956350 34.84 24.53
Scorpio Bulkers 0.54 NEW 2661064 9.89 0.00
Liberty Media 0.51 625900 39.25 0.00
State National Cos 0.41 2046200 9.81 0.00
NTCT NetScout Systems 0.29 452000 30.70 40.72
WDC Western Digital 0.12 NEW 100000 60.05 97.30
Kinder Morgan Inc/delaware Wts 0.00 -57.00% 3948532 0.06 0.00