Kensico Capital Management Corp

Kensico Capital Management as of March 31, 2011

Portfolio Holdings for Kensico Capital Management

Kensico Capital Management holds 33 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Williams Companies (WMB) 14.4 $325M 10M 31.18
Liberty Media 9.3 $211M 2.9M 73.67
Southern Union Company 7.9 $179M 6.3M 28.62
Philip Morris International (PM) 7.2 $161M 2.5M 65.63
WebMD Health 6.6 $149M 2.8M 53.42
Comcast Corporation 6.5 $148M 6.4M 23.22
Visa (V) 6.4 $144M 2.0M 73.62
eBay (EBAY) 4.7 $106M 3.4M 31.04
Coca-Cola Company (KO) 4.5 $101M 1.5M 66.35
Fiserv (FI) 4.1 $93M 1.5M 62.72
Starbucks Corporation (SBUX) 3.7 $84M 2.3M 36.95
Echostar Corporation (SATS) 3.1 $70M 1.8M 37.85
Take-Two Interactive Software (TTWO) 2.9 $65M 4.3M 15.37
Tekelec 2.5 $57M 7.0M 8.12
Comcast Corporation (CMCSA) 2.2 $50M 2.0M 24.72
Seacor Holdings 2.2 $49M 534k 92.46
El Paso Corporation 2.0 $45M 2.5M 18.00
Maiden Holdings (MHLD) 1.7 $39M 5.2M 7.49
Uti Worldwide 1.4 $33M 1.6M 20.24
Flowserve Corporation (FLS) 1.0 $24M 182k 128.80
Cypress Semiconductor Corporation 0.9 $22M 1.1M 19.38
Scorpio Tankers 0.8 $19M 1.8M 10.32
Kraft Foods 0.7 $17M 527k 31.36
Pfizer (PFE) 0.7 $16M 785k 20.31
Wells Fargo & Company (WFC) 0.6 $13M 394k 31.70
Google 0.3 $7.6M 13k 586.23
FBR Capital Markets Corporation 0.3 $6.8M 1.9M 3.58
Live Nation Entertainment (LYV) 0.3 $5.8M 582k 10.00
Phi 0.3 $5.8M 254k 22.65
Schlumberger (SLB) 0.2 $4.7M 50k 93.26
Phi 0.2 $4.5M 205k 22.12
Mbia (MBI) 0.1 $2.9M 291k 10.04
Sunpower Cp B 0.1 $1.7M 100k 16.67