KENSICO CAPITAL MANAGEMENT

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

KENSICO CAPITAL MANAGEMENT portfolio companies for June 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SNDK SanDisk Corporation 14.04 -2.00% 6510000 104.43 84.69
STZ Constellation Brands 12.60 6920000 88.13 84.88
LNG Cheniere Energy 12.41 +3.00% 8380000 71.70 69.61
AIG American International 11.96 10610700 54.58 51.35
Express Scripts Holding 5.32 3717500 69.33 0.00
V Visa 5.29 1216500 210.71 206.93
Twenty-first Century Fox 5.16 7101700 35.15 0.00
MSFT Microsoft Corporation 4.94 +6.00% 5730000 41.70 43.56
WBMD WebMD Health 4.79 -6.00% 4800000 48.30 37.28
Dorian Lpg 3.81 NEW 8014837 22.99 0.00
WAG Walgreen Company 3.54 +89.00% 2315000 74.13 60.49
MAS Masco Corporation 2.35 NEW 5130000 22.20 22.11
SATS Echostar Corporation 2.09 -4.00% 1915000 52.94 44.48
Liberty Media 1.93 -28.00% 685000 136.68 0.00
Agilent Technologies Inc C ommon 1.49 1260000 57.44 0.00
PM Philip Morris International 1.41 -33.00% 810000 84.31 86.62
TTWO Take-Two Interactive Software 1.21 -17.00% 2637600 22.24 21.73
National Gen Hldgs 1.05 -3.00% 2908000 17.40 0.00
Sirius Xm Holdings 1.00 +16.00% 14000000 3.46 0.00
DWA DreamWorks Animation SKG 0.65 +751.00% 1346000 23.26 21.70
LUK Leucadia National 0.54 +33.00% 1000000 26.22 22.32
Kinder Morgan Inc/delaware Wts 0.53 9283000 2.78 0.00
Sunedison 0.34 NEW 735000 22.60 0.00
Marathon Petroleum 0.32 NEW 200000 78.07 0.00
***ardmore Shipping 0.32 1125000 13.83 0.00
Abengoa Yield 0.32 NEW 405000 37.82 0.00
DSW DSW 0.29 NEW 500000 27.94 29.60
Cheniere Engy Ptnrs 0.13 250000 24.84 0.00
TPX Tempur-Pedic International 0.07 -74.00% 55000 59.71 53.96
Scorpio Tankers Inc shs 0.06 -97.00% 290000 10.17 0.00
CKH Seacor Holdings 0.02 -56.00% 14307 82.27 76.64
TSM Taiwan Semiconductor Mfg 0.00 NEW 3900 21.28 20.86
CLF Cliffs Natural Resources 0.00 NEW 1800 15.00 8.90