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 June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Constellation Brands (STZ) 15.06 4.21M 196.94
Cheniere Energy (LNG) 14.28 11.48M 68.45
Visa (V) 9.02 2.86M 173.55
Microsoft Corporation (MSFT) 7.68 3.16M 133.96
Tableau Software Inc Cl A 5.35 1.77M -9% 166.02
Aramark Hldgs 5.11 7.80M -7% 36.06
Sealed Air (SEE) 4.78 6.16M +9% 42.78
Fiserv (FISV) 4.74 2.86M -6% 91.16
Arconic Inc Com stock 4.69 10.00M +38% 25.82
Cigna Corp New 4.09 1.43M +18% 157.55
eBay (EBAY) 4.06 5.66M 39.50
Marathon Petroleum Corp 3.46 3.40M NEW 55.88
Olin Corporation (OLN) 3.10 7.80M 21.91
EQT Corporation (EQT) 2.66 9.25M 15.81
Equitrans Midstream Corp 2.53 7.08M -6% 19.71
Facebook Inc cl a 1.74 496400 -40% 193.00
Liberty Media Corp Delaware Com C Siriusxm 1.46 2.11M 37.98
Cerner Corporation (CERN) 1.33 1000000 NEW 73.30
Dorian Lpg 1.31 8.01M 9.02
PG&E; Corporation (PCG) 1.21 2.90M 22.92
Wynn Resorts (WYNN) 0.89 395000 +645% 123.99
Centennial Resource Developmen cs 0.74 5.38M +35% 7.59
Liberty Media Corp Delaware Com A Siriusxm 0.36 520927 37.81
Booking Holdings 0.34 10100 -86% 1874.75

Past 13F-HR SEC Filings by Kensico Capital Management

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