KENSICO CAPITAL MANAGEMENT

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

KENSICO CAPITAL MANAGEMENT portfolio companies for December 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
STZ Constellation Brands 14.73 6908100 98.17 115.23
SNDK SanDisk Corporation 13.35 6274300 97.98 79.76
LNG Cheniere Energy 12.01 7855200 70.40 80.02
AIG American International 11.46 9417100 56.01 55.65
MSFT Microsoft Corporation 6.37 6309700 46.45 43.58
Walgreen Boots Alliance 5.99 NEW 3619473 76.20 0.00
V Visa 5.63 989300 262.20 275.67
Twenty-first Century Fox 5.45 6535600 38.41 0.00
Express Scripts Holding 4.81 2616700 84.67 0.00
WBMD WebMD Health 4.03 4691200 39.55 44.64
Dorian Lpg 2.42 8014837 13.89 0.00
SATS Echostar Corporation 1.97 1726700 52.50 54.75
LUK Leucadia National 1.70 +31.00% 3491100 22.42 23.71
EBAY eBay 1.49 NEW 1220000 56.12 58.38
Sirius Xm Holdings 0.96 12637000 3.50 0.00
Liberty Media Corp Del Com Ser C 0.94 1237500 35.03 0.00
JNPR Juniper Networks 0.93 +285.00% 1928000 22.32 23.88
National Gen Hldgs 0.90 -17.00% 2229000 18.61 0.00
Kinder Morgan Inc/delaware Wts 0.86 9327300 4.26 0.00
TTWO Take-Two Interactive Software 0.58 956350 28.03 25.56
Sunedison 0.52 +52.00% 1236200 19.51 0.00
State National Cos 0.52 NEW 2012800 11.98 0.00
Abengoa Yield 0.48 NEW 801000 27.32 0.00
Liberty Media 0.47 618600 35.27 0.00
Scorpio Bulkers 0.36 NEW 8460000 1.97 0.00
Liberty Broadband Cl C 0.33 NEW 309299 49.82 0.00
***ardmore Shipping 0.23 -10.00% 890000 11.97 0.00
Extended Stay America 0.21 502300 19.31 0.00
Liberty Broadband Corporation 0.17 NEW 154798 50.09 0.00
Scorpio Tankers Inc shs 0.05 290000 8.69 0.00
CKH Seacor Holdings 0.02 14307 73.81 71.22
Liberty Broadband - Rights 1 other 0.02 NEW 92822 9.50 0.00