KENSICO CAPITAL MANAGEMENT CORP Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$5.1T
Holdings
23
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LNGCHENIERE ENERGY INC | 11,546,700 | $789.3B | 15.53% | |
| 2 | STZCONSTELLATION BRANDS INC | 4,210,700 | $738.3B | 14.53% | |
| 3 | VVISA INC | 2,862,100 | $447.0B | 8.80% | |
| 4 | MSFTMICROSOFT CORP | 3,156,000 | $372.2B | 7.32% | |
| 5 | FISVFISERV INC | 3,067,700 | $270.8B | 5.33% | |
| 6 | SEESEALED AIR CORP NEW | 5,630,500 | $259.3B | 5.10% | |
| 7 | ARMKARAMARK | 8,464,500 | $250.1B | 4.92% | |
| 8 | DATATABLEAU SOFTWARE INC | 1,950,300 | $248.2B | 4.89% | |
| 9 | EBAEBAY INC | 5,664,200 | $210.4B | 4.14% | |
| 10 | CICIGNA CORP NEW | 1,206,900 | $194.1B | 3.82% | |
| 11 | EQTEQT CORP | 9,251,100 | $191.9B | 3.78% | |
| 12 | OLNOLIN CORP | 7,770,900 | $179.8B | 3.54% | |
| 13 | ETRNUSDEQUITRANS MIDSTREAM CORPORAT | 7,589,240 | $165.3B | 3.25% | |
| 14 | METAFACEBOOK INC | 840,600 | $140.1B | 2.76% | |
| 15 | ARNCCHFARCONIC INC | 7,226,900 | $138.1B | 2.72% | |
| 16 | BKNGBOOKING HLDGS INC | 74,000 | $129.1B | 2.54% | |
| 17 | ZAYOEURZAYO GROUP HLDGS INC | 3,952,400 | $112.3B | 2.21% | |
| 18 | LSXMKUSDLIBERTY MEDIA CORP DELAWARE | 2,109,554 | $80.7B | 1.59% | |
| 19 | PCGPG&E CORP | 2,903,382 | $51.7B | 1.02% | |
| 20 | LPGDORIAN LPG LTD | 8,014,837 | $51.5B | 1.01% | |
| 21 | CDEVEURCENTENNIAL RESOURCE DEV INC | 3,985,000 | $35.0B | 0.69% | |
| 22 | LM03LIBERTY MEDIA CORP DELAWARE | 520,927 | $19.9B | 0.39% | |
| 23 | WYNNWYNN RESORTS LTD | 53,000 | $6.3B | 0.12% |