KENSICO CAPITAL MANAGEMENT

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

KENSICO CAPITAL MANAGEMENT portfolio companies for March 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
STZ Constellation Brands 15.48 -2.00% 6734500 116.21 115.30
LNG Cheniere Energy 12.11 7911800 77.40 75.38
AIG American International 10.37 9568000 54.79 54.59
SNDK SanDisk Corporation 7.89 6273600 63.62 84.20
Walgreen Boots Alliance 6.11 3648573 84.68 0.00
MSFT Microsoft Corporation 5.92 +16.00% 7360000 40.66 42.00
V Visa 5.15 +302.00% 3984400 65.41 266.74
Aramark Hldgs 4.95 NEW 7915000 31.63 0.00
Express Scripts Holding 4.52 2634600 86.77 0.00
WBMD WebMD Health 4.07 4691200 43.84 42.39
Twenty-first Century Fox 3.78 -13.00% 5650000 33.84 0.00
ATVI Activision Blizzard 2.56 NEW 5695000 22.73 22.67
EBAY eBay 2.50 +79.00% 2191300 57.68 59.78
Dorian Lpg 2.07 8014837 13.03 0.00
SATS Echostar Corporation 1.78 1738400 51.72 50.33
JNPR Juniper Networks 1.77 +105.00% 3960000 22.58 23.46
LUK Leucadia National 1.55 3515300 22.29 23.15
Liberty Media Corp Del Com Ser C 0.94 1246200 38.20 0.00
National Gen Hldgs 0.82 2227900 18.70 0.00
Kinder Morgan Inc/delaware Wts 0.76 9392300 4.10 0.00
Scorpio Bulkers 0.72 +81.00% 15344000 2.37 0.00
Abengoa Yield 0.69 +28.00% 1031700 33.78 0.00
MDAS MedAssets 0.56 NEW 1495000 18.82 18.71
TTWO Take-Two Interactive Software 0.48 956350 25.46 24.53
Liberty Media 0.47 622900 38.55 0.00
Air Methods Corporation cmn 0.46 NEW 500000 46.59 0.00
State National Cos 0.40 2026900 9.95 0.00
Hrg 0.35 NEW 1400000 12.48 0.00
TPX Tempur-Pedic International 0.33 NEW 285000 57.74 55.78
Extended Stay America 0.20 506000 19.53 0.00
***ardmore Shipping 0.18 896300 10.07 0.00
Scorpio Tankers Inc shs 0.05 290000 9.42 0.00
CKH Seacor Holdings 0.02 14307 69.69 69.15