Kensico Capital Management Corp

Kensico Capital Management as of March 31, 2017

Portfolio Holdings for Kensico Capital Management

Kensico Capital Management holds 26 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Constellation Brands (STZ) 15.7 $943M 5.8M 162.07
Cheniere Energy (LNG) 8.6 $516M 11M 47.27
Microsoft Corporation (MSFT) 8.3 $498M 7.6M 65.86
American International (AIG) 8.1 $489M 7.8M 62.43
Marathon Petroleum Corp (MPC) 7.8 $468M 9.3M 50.54
Visa (V) 6.3 $381M 4.3M 88.87
Liberty Media Corp Delaware Com C Siriusxm 5.7 $341M 8.8M 38.78
Aramark Hldgs (ARMK) 5.4 $326M 8.8M 36.87
Walgreen Boots Alliance (WBA) 5.0 $301M 3.6M 83.05
Express Scripts Holding 4.9 $294M 4.5M 65.91
Welbilt 3.8 $229M 12M 19.63
Olin Corporation (OLN) 2.9 $172M 5.2M 32.87
WebMD Health 2.5 $153M 2.9M 52.68
Twenty-first Century Fox 2.3 $137M 4.2M 32.39
priceline.com Incorporated 1.6 $97M 55k 1779.96
eBay (EBAY) 1.5 $93M 2.8M 33.57
Liberty Media Corp Delaware Com A Siriusxm 1.5 $91M 2.3M 38.92
Dorian Lpg (LPG) 1.4 $84M 8.0M 10.53
Lamb Weston Hldgs (LW) 1.4 $83M 2.0M 42.06
Echostar Corporation (SATS) 1.1 $65M 1.1M 56.95
Liberty Media Corp Series C Li 1.0 $59M 1.7M 34.15
Centennial Resource Developmen cs 0.9 $54M 2.9M 18.23
Take-Two Interactive Software (TTWO) 0.9 $52M 880k 59.27
Acuity Brands (AYI) 0.6 $39M 190k 204.00
Western Digital (WDC) 0.6 $38M 456k 82.53
Liberty Media Corp Del Com Ser 0.3 $19M 582k 32.70