KENSICO CAPITAL MANAGEMENT

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

KENSICO CAPITAL MANAGEMENT portfolio companies for December 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
AIG American International 12.25 -2.00% 10600800 51.05 50.82
STZ Constellation Brands 11.19 -2.00% 7025000 70.38 80.78
SNDK SanDisk Corporation 10.88 +3.00% 6815000 70.54 82.99
LNG Cheniere Energy 8.04 8232600 43.12 55.28
V Visa 6.13 1215100 222.68 207.95
Express Scripts Holding 5.91 -3.00% 3717500 70.24 0.00
Twenty-first Century Fox 5.62 7059900 35.18 0.00
WBMD WebMD Health 4.58 5117187 39.50 44.99
MSFT Microsoft Corporation 3.28 3875000 37.43 40.01
Liberty Media 3.20 -39.00% 964000 146.45 0.00
Kinder Morgan 2.90 -10.00% 3554000 36.00 0.00
UPS United Parcel Service 2.77 1165100 105.08 98.00
Scorpio Tankers Inc shs 2.70 -5.00% 10116500 11.79 0.00
PM Philip Morris International 2.40 -12.00% 1215000 87.13 83.15
SATS Echostar Corporation 2.33 2072500 49.72 46.38
DLTR Dollar Tree 1.99 1557000 56.42 51.09
Noble Corp Plc equity 1.94 NEW 2285000 37.47 0.00
TTWO Take-Two Interactive Software 1.90 +45.00% 4842000 17.37 20.51
Uti Worldwide 1.62 +19.00% 4082300 17.56 0.00
GOLAR LNG 1.11 1350000 36.29 0.00
ABT Abbott Laboratories 0.90 NEW 1040000 38.33 38.93
Plains Gp Hldgs L P shs a rep ltpn 0.85 NEW 1400000 26.77 0.00
Kinder Morgan Inc/delaware Wts 0.80 8708800 4.06 0.00
WAG Walgreen Company 0.68 525000 57.44 66.75
BAC Bank of America Corporation 0.64 NEW 1820000 15.57 16.15
WFC Wells Fargo & Company 0.63 NEW 610000 45.40 48.93
Maiden Holdings Ltd shs 0.61 2460000 10.93 0.00
GPS Gap 0.48 NEW 540000 39.08 38.58
***ardmore Shipping 0.34 975000 15.56 0.00
News 0.33 -66.00% 816625 18.02 0.00
Sirius Xm Holdings 0.27 NEW 3400000 3.49 0.00
Era 0.26 -71.00% 375800 30.86 0.00
Dynagas Lng Partners 0.26 NEW 500000 22.55 0.00
Gt Advanced Technologies Inc cmn 0.15 750000 8.72 0.00
CKH Seacor Holdings 0.07 32907 91.20 85.78

Past 13F-HR SEC Filings for KENSICO CAPITAL MANAGEMENT