KENSICO CAPITAL MANAGEMENT

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

KENSICO CAPITAL MANAGEMENT portfolio companies for September 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
STZ Constellation Brands 17.51 6628164 125.21 115.30
AIG American International 11.44 9547900 56.82 54.59
LNG Cheniere Energy 8.11 7955300 48.30 75.38
MSFT Microsoft Corporation 6.88 7372900 44.26 42.00
Walgreen Boots Alliance 6.09 -4.00% 3473173 83.10 0.00
V Visa 5.83 3969000 69.66 266.74
Aramark Hldgs 5.31 +7.00% 8490000 29.64 0.00
SNDK SanDisk Corporation 4.91 -31.00% 4286900 54.33 84.20
Express Scripts Holding 4.48 2622300 80.96 0.00
WBMD WebMD Health 4.29 +8.00% 5104600 39.84 42.39
Twenty-first Century Fox 3.43 +6.00% 6034700 26.98 0.00
EBAY eBay 2.89 +155.00% 5605000 24.44 59.78
MTW Manitowoc Company 2.57 NEW 8109000 15.00 19.75
ATVI Activision Blizzard 2.15 -42.00% 3299300 30.89 22.67
JNPR Juniper Networks 2.14 3945800 25.71 23.46
Dorian Lpg 1.74 8014837 10.31 0.00
SATS Echostar Corporation 1.57 1732600 43.03 50.33
LUK Leucadia National 1.41 -6.00% 3299800 20.26 23.15
FISV Fiserv 1.38 NEW 755000 86.61 77.15
Scorpio Bulkers 0.98 +106.00% 31664000 1.46 0.00
Liberty Media Corp Del Com Ser C 0.90 1240900 34.46 0.00
Abengoa Yield 0.65 +80.00% 1860000 16.55 0.00
MDAS MedAssets 0.64 1503700 20.06 18.71
TTWO Take-Two Interactive Software 0.58 956350 28.73 24.53
Liberty Media 0.47 620300 35.72 0.00
State National Cos 0.40 2018000 9.35 0.00
NTCT NetScout Systems 0.34 NEW 452000 35.37 40.72
Axalta Coating Sys 0.27 NEW 500000 25.34 0.00
DD E.I. du Pont de Nemours & Company 0.20 NEW 192300 48.20 79.13
Kinder Morgan Inc/delaware Wts 0.18 9351000 0.92 0.00
Extended Stay America 0.18 505600 16.78 0.00
WMB Williams Companies 0.09 NEW 120000 36.85 46.41