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  Name: KENSICO CAPITAL MANAGEMENT CORP
  City: NEW YORK
  State: UN
  Zip: 10017
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $2,640,068,000
  Total Value Change : $280,833,000
  Securities Held Change : -2
   
All Securities Held : 22
  New Positions : 3
  Closed Positions : 5
  Increased Positions : 4
  Unchanged Positions : 0
  Decreased Positions : 15

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Holdings Found : 15     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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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)1 Year Chart         HWM Howmet Aerospace Inc 1 - $79.83 $308,533,000 5,700,900 11.69% 31,884,000 -280,700 1.315    Aluminum
   (FICO)1 Year Chart         FICO Fair Isaac Corp 2 - $1,240.62 $303,566,000 260,793 11.5% 65,908,000 -12,840 0.896    Business Services
   (V)1 Year Chart         V Visa Inc 3 - $276.46 $231,920,000 890,800 8.78% 16,562,000 -45,500 0.053    Business Services
   (MSFT)1 Year Chart         MSFT Microsoft Corp 5 - $409.34 $198,060,000 526,700 7.5% 23,292,000 -26,800 0.007    Application Software
   (BC)1 Year Chart         BC Brunswick Corp 6 - $81.69 $175,359,000 1,812,500 6.64% 21,609,000 -133,700 2.314    Sporting Goods
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 7 - $171.25 $157,500,000 1,127,500 5.97% 5,336,000 -35,300 0.019    Search Engines & Info...
   (CRM)1 Year Chart         CRM Salesforce.com Inc 8 - $277.18 $155,147,000 589,600 5.88% 29,484,000 -30,100 0.065    Internet Software & S...
   (LNG)1 Year Chart         LNG Cheniere Energy Inc 10 - $156.31 $121,068,000 709,200 4.59% -2,639,000 -36,200 0.281    Oil & Gas Equipment &...
   (ICE)1 Year Chart         ICE Intercontinental Exchange Inc 11 - $133.72 $111,041,000 864,600 4.21% 11,066,000 -44,100 0.154    Business Services
   (PGR)1 Year Chart         PGR Progressive Corp 12 - $215.46 $97,368,000 611,300 3.69% 7,868,000 -31,200 0.104    Property & Casualty I...
   (SWK)1 Year Chart         SWK Stanley Black & Decker Inc 16 - $87.29 $59,919,000 610,800 2.27% 4,907,000 -47,400 0.381    Small Tools & Accesso...
   (INTC)1 Year Chart         INTC Intel Corp 17 - $30.68 $49,964,000 994,300 1.89% 11,431,000 -89,600 0.024    Semiconductor- Broad...
   (NPWR)1 Year Chart         NPWR NET Power Inc 20 - $10.83 $18,698,000 1,851,300 0.71% -10,684,000 -94,500 4.937    N/A
   (AMPS)1 Year Chart         AMPS Altus Power Ord Shs Class A 21 - $4.50 $6,934,000 1,015,200 0.26% 1,332,000 -51,800 0.661    N/A
   (NPWR/WS)1 Year Chart         NPWR/WS Net Power Equity Warrants E... 22 - $0.00 $1,208,000 549,200 0.05% -1,297,000 -28,000 6.102    N/A
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