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| Name: |
KENSICO CAPITAL MANAGEMENT CORP |
| City: |
NEW YORK |
| State: |
UN |
| Zip: |
10017 |
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data |
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| Holdings
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24 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
HWM |
Howmet Aerospace Inc |
1 |
- |
$84.72 |
$385,993,000 |
5,640,700 |
12.74% |
77,460,000 |
-60,200 |
1.301 |
Aluminum |
|
|
FICO |
Fair Isaac Corp |
2 |
- |
$1,384.64 |
$315,477,000 |
252,460 |
10.41% |
11,911,000 |
-8,333 |
0.868 |
Business Services |
|
|
V |
Visa Inc |
3 |
- |
$274.49 |
$245,228,000 |
878,700 |
8.1% |
13,308,000 |
-12,100 |
0.052 |
Business Services |
|
|
MSFT |
Microsoft Corp |
4 |
- |
$430.16 |
$219,826,000 |
522,500 |
7.26% |
21,766,000 |
-4,200 |
0.007 |
Application Software |
|
|
CRM |
Salesforce.com Inc |
5 |
- |
$272.29 |
$205,345,000 |
681,800 |
6.78% |
50,198,000 |
92,200 |
0.075 |
Internet Software & S... |
|
|
EFX |
Equifax Inc |
6 |
- |
$240.02 |
$193,470,000 |
723,200 |
6.39% |
-4,881,000 |
-78,900 |
0.595 |
Business Services |
|
|
FISV |
Fiserv Inc |
7 |
- |
$150.34 |
$187,501,000 |
1,173,200 |
6.19% |
44,167,000 |
94,200 |
0.175 |
Business Software & S... |
|
|
BC |
Brunswick Corp |
8 |
- |
$79.47 |
$172,616,000 |
1,788,400 |
5.7% |
-2,743,000 |
-24,100 |
2.283 |
Sporting Goods |
|
|
APP |
Applovin Corp |
9 |
- |
$82.15 |
$148,802,000 |
2,149,700 |
4.91% |
61,981,000 |
-29,000 |
0.992 |
N/A |
|
|
GOOGL |
Alphabet Inc |
10 |
- |
$174.99 |
$138,493,000 |
917,600 |
4.57% |
-19,007,000 |
-209,900 |
0.015 |
Search Engines & Info... |
|
|
PGR |
Progressive Corp |
11 |
- |
$203.91 |
$124,754,000 |
603,200 |
4.12% |
27,386,000 |
-8,100 |
0.103 |
Property & Casualty I... |
|
|
ICE |
Intercontinental Exchange Inc |
12 |
- |
$136.34 |
$117,242,000 |
853,100 |
3.87% |
6,201,000 |
-11,500 |
0.152 |
Business Services |
|
|
LNG |
Cheniere Energy Inc |
13 |
- |
$156.98 |
$112,848,000 |
699,700 |
3.73% |
-8,220,000 |
-9,500 |
0.277 |
Oil & Gas Equipment &... |
|
|
FB |
Meta Platforms Inc |
14 |
- |
$478.22 |
$96,630,000 |
199,000 |
3.19% |
25,236,000 |
-2,700 |
0.008 |
Internet Service Prov... |
|
|
AMZN |
Amazon.com Inc |
15 |
- |
$180.75 |
$91,092,000 |
505,000 |
3.01% |
13,329,000 |
-6,800 |
0.005 |
Internet Software & S... |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
16 |
- |
$160.00 |
$72,079,000 |
529,800 |
2.38% |
43,385,000 |
253,900 |
0.01 |
Semiconductor - Integ... |
|
|
SWK |
Stanley Black & Decker Inc |
17 |
- |
$86.13 |
$59,022,000 |
602,700 |
1.95% |
-897,000 |
-8,100 |
0.376 |
Small Tools & Accesso... |
|
|
DXCM |
DexCom Inc |
18 |
- |
$127.37 |
$41,277,000 |
297,600 |
1.36% |
3,851,000 |
-4,000 |
0.076 |
Medical Instruments &... |
|
|
CNM |
Core & Main, Inc. |
19 |
New |
$60.15 |
$36,714,000 |
641,300 |
1.21% |
36,714,000 |
641,300 |
0.247 |
N/A |
|
|
INTC |
Intel Corp |
20 |
- |
$30.72 |
$33,560,000 |
759,800 |
1.11% |
-16,404,000 |
-234,500 |
0.019 |
Semiconductor- Broad... |
|
|
NPWR |
NET Power Inc |
21 |
- |
$10.76 |
$20,805,000 |
1,826,600 |
0.69% |
2,107,000 |
-24,700 |
4.871 |
N/A |
|
|
CORZ |
Core Scientific, Inc |
22 |
New |
$4.82 |
$8,947,000 |
2,527,399 |
0.3% |
8,947,000 |
2,527,399 |
0.713 |
N/A |
|
|
NPWR/WS |
Net Power Equity Warrants E... |
23 |
- |
$0.00 |
$1,572,000 |
541,900 |
0.05% |
364,000 |
-7,300 |
0.602 |
N/A |
|
|
AMPS |
Altus Power Ord Shs Class A |
24 |
Closed |
$3.94 |
$0 |
0 |
0% |
-6,934,000 |
-1,015,200 |
0 |
N/A |
|
