KENSICO CAPITAL MANAGEMENT

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

KENSICO CAPITAL MANAGEMENT portfolio companies for September 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
LNG Cheniere Energy 13.87 -6.00% 7855200 80.03 71.00
SNDK SanDisk Corporation 13.51 -3.00% 6250500 97.95 100.67
STZ Constellation Brands 13.23 6880700 87.16 95.45
AIG American International 11.20 -11.00% 9395500 54.02 55.01
MSFT Microsoft Corporation 6.42 +9.00% 6280000 46.36 47.81
WAG Walgreen Company 5.28 +74.00% 4036973 59.27 73.74
Twenty-first Century Fox 4.92 -8.00% 6502000 34.29 0.00
V Visa 4.63 -19.00% 984000 213.37 262.57
WBMD WebMD Health 4.32 -2.00% 4683900 41.81 40.11
Express Scripts Holding 4.06 -29.00% 2603000 70.63 0.00
Dorian Lpg 3.15 8014837 17.82 0.00
MAS Masco Corporation 3.07 +13.00% 5810000 23.92 25.05
SATS Echostar Corporation 1.85 -10.00% 1719000 48.76 51.12
Agilent Technologies Inc C ommon 1.42 -10.00% 1131000 56.98 0.00
LUK Leucadia National 1.39 +164.00% 2648000 23.84 22.38
Liberty Media Corp Del Com Ser C 1.28 NEW 1232000 46.99 0.00
National Gen Hldgs 1.01 -7.00% 2700000 16.89 0.00
Sirius Xm Holdings 0.97 -10.00% 12582000 3.49 0.00
Kinder Morgan Inc/delaware Wts 0.75 9283000 3.64 0.00
Liberty Tripadvisor Hldgs 0.69 NEW 920000 33.90 0.00
Liberty Media 0.64 -10.00% 616000 47.18 0.00
TTWO Take-Two Interactive Software 0.49 -63.00% 956350 23.07 28.68
DWA DreamWorks Animation SKG 0.35 -56.00% 585000 27.27 22.12
Sunedison 0.34 +10.00% 809300 18.88 0.00
Extended Stay America 0.26 NEW 500000 23.74 0.00
JNPR Juniper Networks 0.24 NEW 500000 22.15 22.26
***ardmore Shipping 0.24 -12.00% 990000 10.90 0.00
PAY VeriFone Systems 0.12 NEW 160000 34.38 37.67
Gt Advanced Technologies Inc cmn 0.12 NEW 499700 10.83 0.00
QQQQ PowerShares QQQ Trust, Series 1 0.11 NEW 50000 98.80 0.00
Scorpio Tankers Inc shs 0.05 290000 8.31 0.00
CKH Seacor Holdings 0.02 14307 74.79 70.44