KENSICO CAPITAL MANAGEMENT

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

KENSICO CAPITAL MANAGEMENT portfolio companies for June 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Constellation Brands (STZ) 19.45 5.85M 165.40 115.30
American International (AIG) 9.38 8.82M -11.00% 52.89 54.59
Microsoft Corporation (MSFT) 7.80 7.59M 51.17 42.00
Cheniere Energy (LNG) 7.80 10.34M +45.00% 37.55 75.38
Express Scripts Holding 5.99 3.93M 75.80 0.00
Visa (V) 5.98 4.01M 74.17 266.74
WebMD Health (WBMD) 5.96 5.10M 58.11 42.39
Aramark Hldgs 5.77 8.59M 33.42 0.00
Walgreen Boots Alliance 5.68 3.40M 83.27 0.00
Manitowoc Foodservice 4.73 13.35M 17.62 0.00
Liberty Media Corp Delaware Com C Siriusxm 4.73 7.63M NEW 30.87 0.00
Twenty-first Century Fox 3.18 5.85M 27.05 0.00
Olin Corporation (OLN) 1.79 3.59M +243.00% 24.84 29.13
Liberty Media Corp Delaware Com A Siriusxm 1.42 2.26M NEW 31.36 0.00
Advance Auto Parts (AAP) 1.27 390000 NEW 161.63 147.03
Echostar Corporation (SATS) 1.18 1.48M -8.00% 39.70 50.33
Dorian Lpg 1.14 8.01M 7.05 0.00
priceline.com Incorporated (PCLN) 1.05 42000 +44.00% 1248.40 1190.00
Autodesk (ADSK) 0.89 815000 +167.00% 54.14 60.20
* Atlantica Yield Plc Shs stock 0.88 2.37M NEW 18.58 0.00
Manitowoc Company (MTW) 0.81 7.43M -44.00% 5.45 19.75
Take-Two Interactive Software (TTWO) 0.73 956350 37.92 24.53
Liberty Media Corp Series C Li 0.63 1.66M NEW 18.97 0.00
Western Digital (WDC) 0.55 575137 NEW 47.26 97.30
Silver Run Acquisition Corp cl a 0.39 2.00M NEW 9.80 0.00
Liberty Media Corp Del Com Ser 0.22 564948 NEW 19.14 0.00
Chesapeake Energy Corporation (CHK) 0.19 2.16M NEW 4.28 14.13
Santander Consumer Usa 0.17 826700 10.33 0.00
State National Cos 0.15 687000 -54.00% 10.53 0.00
Liberty Media Corp Delaware Com C Braves Grp 0.07 242000 NEW 14.66 0.00
Silver Run Acquisition Corp *w exp 02/23/202 0.02 666666 NEW 1.14 0.00