KENSICO CAPITAL MANAGEMENT CORP Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$5.2B
Holdings
24
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | STZCONSTELLATION BRANDS INC | 4,210,700 | $872.8B | 16692.84% | |
| 2 | LNGCHENIERE ENERGY INC | 10,825,000 | $682.6B | 13055.71% | |
| 3 | VVISA INC | 2,815,400 | $484.3B | 9262.16% | |
| 4 | MSFTMICROSOFT CORP | 3,141,000 | $436.7B | 8352.08% | |
| 5 | ARMKARAMARK | 8,010,000 | $349.1B | 6676.34% | |
| 6 | FISVFISERV INC | 2,861,700 | $296.4B | 5669.71% | |
| 7 | ARNCCHFARCONIC INC | 10,000,000 | $260.0B | 4972.69% | |
| 8 | EBAEBAY INC | 6,610,000 | $257.7B | 4927.90% | |
| 9 | SEESEALED AIR CORP NEW | 6,155,000 | $255.5B | 4886.51% | |
| 10 | CICIGNA CORP NEW | 1,430,000 | $217.1B | 4151.43% | |
| 11 | MPCMARATHON PETE CORP | 3,330,000 | $202.3B | 3869.10% | |
| 12 | OLNOLIN CORP | 7,423,300 | $139.0B | 2657.79% | |
| 13 | ETRNUSDEQUITRANS MIDSTREAM CORPORAT | 8,079,140 | $117.6B | 2248.25% | |
| 14 | EQTEQT CORP | 9,251,100 | $98.4B | 1882.59% | |
| 15 | LSXMKUSDLIBERTY MEDIA CORP DELAWARE | 2,109,554 | $88.5B | 1692.95% | |
| 16 | CRMSALESFORCE COM INC | 585,355 | $86.9B | 1661.84% | |
| 17 | LPGDORIAN LPG LTD | 8,014,837 | $83.0B | 1588.09% | |
| 18 | CERNCHFCERNER CORP | 1,000,000 | $68.2B | 1303.80% | |
| 19 | WYNNWYNN RESORTS LTD | 610,000 | $66.3B | 1268.40% | |
| 20 | PTCPTC INC | 905,000 | $61.7B | 1180.12% | |
| 21 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 940,000 | $56.6B | 1083.45% | |
| 22 | CDEVEURCENTENNIAL RESOURCE DEV INC | 5,380,000 | $24.3B | 464.58% | |
| 23 | LM03LIBERTY MEDIA CORP DELAWARE | 520,927 | $21.7B | 414.17% | |
| 24 | —MALLINCKRODT PUB LTD CO | 813,300 | $2.0B | 37.49% |