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 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Constellation Brands (STZ) 17.15 5.76M 193.73
Cheniere Energy (LNG) 8.40 11.21M +2% 48.71
Microsoft Corporation (MSFT) 8.12 7.66M 68.93
American International (AIG) 7.62 7.93M 62.52
Marathon Petroleum Corp 7.28 9.05M -2% 52.33
Visa (V) 6.26 4.34M 93.78
Liberty Media Corp Delaware Com C Siriusxm 5.56 8.67M 41.70
Aramark Hldgs 5.52 8.77M 40.98
Express Scripts Holding 4.36 4.44M 63.84
Walgreen Boots Alliance 3.67 3.05M -15% 78.31
Welbilt 3.25 11.23M -3% 18.85
Olin Corporation (OLN) 2.54 5.45M +3% 30.28
WebMD Health (WBMD) 2.45 2.71M -6% 58.65
eBay (EBAY) 2.22 4.13M +49% 34.92
Lamb Weston Hldgs 1.57 2.32M +17% 44.04
priceline.com Incorporated (PCLN) 1.56 54400 1870.51
Liberty Media Corp Delaware Com A Siriusxm 1.49 2.31M 41.98
Twenty-first Century Fox 1.40 3.21M -24% 28.34
Paypal Holdings 1.26 1.53M NEW 53.67
Dorian Lpg 1.01 8.01M 8.18
Take-Two Interactive Software (TTWO) 0.99 880000 73.38
Tableau Software Inc Cl A 0.98 1.04M NEW 61.27
Liberty Media Corp Series C Li 0.96 1.71M 36.62
Centennial Resource Developmen cs 0.95 3.92M +33% 15.82
Echostar Corporation (SATS) 0.94 1.01M -11% 60.70
Quintiles Transnatio Hldgs I 0.78 568000 NEW 89.50
FleetCor Technologies (FLT) 0.65 295000 NEW 144.21
Western Digital (WDC) 0.45 333508 -26% 88.60
Liberty Media Corp Del Com Ser 0.31 578548 35.03
Energen Corporation (EGN) 0.23 300000 NEW 49.37
Warrior Met Coal 0.02 85000 NEW 17.13
Safety, Income And Growth 0.01 50000 NEW 19.16

Past 13F-HR SEC Filings by Kensico Capital Management

View All Filings