Kensico Capital Management

Latest statistics and disclosures from Kensico Capital Management's latest quarterly 13F-HR filing:

Companies in the Kensico Capital Management portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Constellation Brands (STZ) 17.31 5.72M 199.45
Cheniere Energy (LNG) 8.33 12.19M +8% 45.04
Microsoft Corporation (MSFT) 7.85 6.95M -9% 74.49
Visa (V) 6.93 4.34M 105.24
Marathon Petroleum Corp 6.73 7.91M -12% 56.08
American International (AIG) 6.19 6.65M -16% 61.39
Liberty Media Corp Delaware Com C Siriusxm 5.51 8.67M 41.87
Aramark Hldgs 5.25 8.52M -2% 40.61
Olin Corporation (OLN) 4.05 7.80M +43% 34.25
Walgreen Boots Alliance 3.57 3.05M 77.22
Symantec Corporation (SYMC) 3.42 6.87M NEW 32.81
Welbilt 3.27 9.34M -16% 23.05
Lamb Weston Hldgs 2.59 3.64M +56% 46.89
eBay (EBAY) 2.41 4.13M 38.46
Express Scripts Holding 2.03 2.12M -52% 63.32
Tableau Software Inc Cl A 1.64 1.44M +38% 74.89
priceline.com Incorporated (PCLN) 1.51 54400 1830.83
Paypal Holdings 1.49 1.53M 64.03
Liberty Media Corp Delaware Com A Siriusxm 1.47 2.31M 41.90
Western Digital (WDC) 1.43 1.09M +228% 86.40
Take-Two Interactive Software (TTWO) 1.36 880000 102.23
Twenty-first Century Fox 1.28 3.21M 26.38
Centennial Resource Developmen cs 1.07 3.92M 17.97
FleetCor Technologies (FLT) 1.06 450000 +52% 154.77
Echostar Corporation (SATS) 0.88 1.01M 57.23
Dorian Lpg 0.83 8.01M 6.82
Liberty Media Corp Series C Li 0.54 934713 -45% 38.09

Past 13F-HR SEC Filings by Kensico Capital Management

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