KENSICO CAPITAL MANAGEMENT

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

KENSICO CAPITAL MANAGEMENT portfolio companies for March 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
STZ Constellation Brands 13.57 7025000 84.97 86.51
SNDK SanDisk Corporation 12.34 6685000 81.19 94.13
AIG American International 12.03 10582400 50.01 55.03
LNG Cheniere Energy 10.17 8081400 55.35 75.49
Express Scripts Holding 6.35 3717500 75.09 0.00
V Visa 5.96 1215100 215.86 223.42
Twenty-first Century Fox 5.13 7059900 31.97 0.00
MSFT Microsoft Corporation 5.03 +39.00% 5400000 40.99 44.67
WBMD WebMD Health 4.82 5117187 41.40 49.87
Liberty Media 2.86 964000 130.73 0.00
PM Philip Morris International 2.26 1215000 81.87 85.48
Scorpio Tankers Inc shs 2.24 -2.00% 9887300 9.97 0.00
SATS Echostar Corporation 2.17 -3.00% 2004300 47.56 52.20
Noble Corp Plc equity 1.91 +12.00% 2560000 32.74 0.00
WAG Walgreen Company 1.83 +132.00% 1220000 66.03 73.50
Agilent Technologies Inc C ommon 1.60 NEW 1260000 55.92 0.00
TTWO Take-Two Interactive Software 1.59 -34.00% 3189700 21.93 23.22
UPS United Parcel Service 1.48 -42.00% 667800 97.38 104.20
DLTR Dollar Tree 1.12 -39.00% 946728 52.18 54.81
Uti Worldwide 1.03 +4.00% 4274600 10.59 0.00
National Gen Hldgs 0.96 NEW 3008000 14.00 0.00
Sirius Xm Holdings 0.87 +252.00% 12000000 3.20 0.00
Plains Gp Hldgs L P shs a rep ltpn 0.64 -28.00% 1000000 27.98 0.00
LUK Leucadia National 0.48 NEW 750000 28.00 25.13
Kinder Morgan Inc/delaware Wts 0.38 +8.00% 9471500 1.77 0.00
***ardmore Shipping 0.34 +15.00% 1125000 13.30 0.00
News 0.28 -13.00% 707925 17.22 0.00
TPX Tempur-Pedic International 0.25 NEW 215000 50.67 61.85
Cheniere Engy Ptnrs 0.12 NEW 250000 21.59 0.00
DWA DreamWorks Animation SKG 0.10 NEW 158000 26.55 22.75
CKH Seacor Holdings 0.06 32907 86.43 78.86
Dynagas Lng Partners 0.03 -87.00% 63000 21.67 0.00
RBCN Rubicon Technology 0.01 NEW 50000 11.28 8.56

Past 13F-HR SEC Filings for KENSICO CAPITAL MANAGEMENT