KENSICO CAPITAL MANAGEMENT

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

KENSICO CAPITAL MANAGEMENT portfolio companies for September 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Constellation Brands (STZ) 17.72 5.81M 166.49 115.30
American International (AIG) 9.45 8.69M 59.34 54.59
Cheniere Energy (LNG) 8.37 10.47M 43.60 75.38
Microsoft Corporation (MSFT) 7.45 7.06M -6.00% 57.60 42.00
Visa (V) 6.08 4.01M 82.70 266.74
Aramark Hldgs 5.96 8.56M 38.03 0.00
Express Scripts Holding 5.08 3.93M 70.53 0.00
Walgreen Boots Alliance 5.01 3.40M 80.62 0.00
Liberty Media Corp Delaware Com C Siriusxm 4.73 7.73M 33.41 0.00
WebMD Health (WBMD) 4.65 5.10M 49.70 42.39
Manitowoc Foodservice 3.95 13.30M 16.22 0.00
Twenty-first Century Fox 2.58 5.83M 24.22 0.00
Olin Corporation (OLN) 2.09 5.55M +54.00% 20.52 29.13
Marathon Petroleum 1.99 2.67M NEW 40.59 0.00
priceline.com Incorporated (PCLN) 1.43 53000 +26.00% 1471.49 1190.00
Bank of the Ozarks (OZRK) 1.41 2.00M NEW 38.40 36.25
Liberty Media Corp Delaware Com A Siriusxm 1.41 2.26M 33.98 0.00
eBay (EBAY) 1.23 2.04M NEW 32.90 59.78
Echostar Corporation (SATS) 1.19 1.48M 43.83 50.33
Expedia 1.18 550000 NEW 116.72 0.00
Autodesk (ADSK) 1.08 815000 72.33 60.20
Advance Auto Parts (AAP) 1.06 387900 149.12 147.03
Dorian Lpg 0.88 8.01M 6.00 0.00
Liberty Media Corp Series C Li 0.86 1.66M 28.14 0.00
Take-Two Interactive Software (TTWO) 0.79 956350 45.08 24.53
* Atlantica Yield Plc Shs stock 0.65 1.86M -21.00% 19.01 0.00
Western Digital (WDC) 0.62 575137 58.47 97.30
Silver Run Acquisition Corp cl a 0.58 2.00M 15.75 0.00
Liberty Media Corp Del Com Ser 0.30 564948 28.65 0.00
Santander Consumer Usa 0.18 826700 12.16 0.00
Silver Run Acquisition Corp *w exp 02/23/202 0.07 666666 5.40 0.00