Kensico Capital Management Corp as of June 30, 2017
Portfolio Holdings for Kensico Capital Management Corp
Kensico Capital Management Corp holds 32 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Constellation Brands (STZ) | 17.1 | $1.1B | 5.8M | 193.73 | |
| Cheniere Energy (LNG) | 8.4 | $546M | 11M | 48.71 | |
| Microsoft Corporation (MSFT) | 8.1 | $528M | 7.7M | 68.93 | |
| American International (AIG) | 7.6 | $496M | 7.9M | 62.52 | |
| Marathon Petroleum Corp (MPC) | 7.3 | $474M | 9.1M | 52.33 | |
| Visa (V) | 6.3 | $407M | 4.3M | 93.78 | |
| Liberty Media Corp Delaware Com C Siriusxm | 5.6 | $362M | 8.7M | 41.70 | |
| Aramark Hldgs (ARMK) | 5.5 | $359M | 8.8M | 40.98 | |
| Express Scripts Holding | 4.4 | $283M | 4.4M | 63.84 | |
| Walgreen Boots Alliance (WBA) | 3.7 | $239M | 3.0M | 78.31 | |
| Welbilt | 3.2 | $212M | 11M | 18.85 | |
| Olin Corporation (OLN) | 2.5 | $165M | 5.4M | 30.28 | |
| WebMD Health | 2.5 | $159M | 2.7M | 58.65 | |
| eBay (EBAY) | 2.2 | $144M | 4.1M | 34.92 | |
| Lamb Weston Hldgs (LW) | 1.6 | $102M | 2.3M | 44.04 | |
| priceline.com Incorporated | 1.6 | $102M | 54k | 1870.51 | |
| Liberty Media Corp Delaware Com A Siriusxm | 1.5 | $97M | 2.3M | 41.98 | |
| Twenty-first Century Fox | 1.4 | $91M | 3.2M | 28.34 | |
| Paypal Holdings (PYPL) | 1.3 | $82M | 1.5M | 53.67 | |
| Dorian Lpg (LPG) | 1.0 | $66M | 8.0M | 8.18 | |
| Take-Two Interactive Software (TTWO) | 1.0 | $65M | 880k | 73.38 | |
| Tableau Software Inc Cl A | 1.0 | $64M | 1.0M | 61.27 | |
| Liberty Media Corp Series C Li | 1.0 | $63M | 1.7M | 36.62 | |
| Centennial Resource Developmen cs | 0.9 | $62M | 3.9M | 15.82 | |
| Echostar Corporation (SATS) | 0.9 | $61M | 1.0M | 60.70 | |
| Quintiles Transnatio Hldgs I | 0.8 | $51M | 568k | 89.50 | |
| FleetCor Technologies | 0.7 | $43M | 295k | 144.21 | |
| Western Digital (WDC) | 0.5 | $30M | 334k | 88.60 | |
| Liberty Media Corp Del Com Ser | 0.3 | $20M | 579k | 35.03 | |
| Energen Corporation | 0.2 | $15M | 300k | 49.37 | |
| Warrior Met Coal (HCC) | 0.0 | $1.5M | 85k | 17.13 | |
| Safety, Income And Growth | 0.0 | $958k | 50k | 19.16 |
