Kensico Capital Management Corp (1113000) Portfolio


Number of Companies: 19
Inflow: $223,701 K
Outflow: $-226,271 K
Net Flow: $-2,569 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2998 8 Express Scripts Holding Co (ESRX) Health Care Supply Chain 3,930,000 Added More 1,283,900 $68.69 $88,191 $269,951
2713 10 Liberty Media Corp - A (LMCA) Entertainment Content 1,709,000 Added More 1,083,100 $38.63 $41,840 $66,018
3078 18 Priceline Group Incthe (PCLN) Internet Based Services 29,000 New Holding 29,000 $1288.95 $37,379 $37,379
185 1 Olin Corp (OLN) Basic And Diversified Chemicals 1,045,000 New Holding 1,045,000 $17.37 $18,151 $18,151
2700 81 Autodesk Inc (ADSK) Application Software 305,000 New Holding 305,000 $58.31 $17,784 $17,784
1951 5 Manitowoc Company Inc (MTW) Construction And Mining Machinery 13,416,000 Added More 2,156,000 $4.33 $9,335 $58,091
3072 34 Microsoft Corp (MSFT) Infrastructure Software 7,592,200 Added More 152,300 $55.23 $8,411 $419,317
3036 50 American International Group (AIG) P And C Insurance 9,974,900 Added More 27,300 $54.04 $1,475 $539,143
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 4,015,300 Added More 14,800 $76.48 $1,131 $307,090
2344 71 Take-Two Interactive Softwre (TTWO) Application Software 956,350 No Change 0 $37.66 $0 $36,025
273 4 Webmd Health Corp (WBMD) Internet Media 5,104,600 No Change 0 $62.63 $0 $319,701
11 1 Western Digital Corp (WDC) Computer Hardware And Storage 0 Sold All -100,000 $47.24 $-4,724 $0
796 3 Echostar Corp-A (SATS) Cable And Satellite 1,626,600 Sold Some -121,800 $44.29 $-5,394 $72,042
652 14 Netscout Systems Inc (NTCT) Communications Equipment 0 Sold All -452,000 $22.96 $-10,382 $0
2832 19 Williams Cos Inc (WMB) Midstream Oil And Gas 120,000 Sold Some -1,655,000 $16.07 $-26,595 $1,928
2510 14 Cheniere Energy Inc (LNG) Midstream Oil And Gas 7,086,000 Sold Some -922,300 $33.83 $-31,201 $239,719
2970 31 Fiserv Inc (FISV) Consumer Finance 449,700 Sold Some -311,600 $102.58 $-31,963 $46,130
2873 52 Juniper Networks Inc (JNPR) Communications Equipment 0 Sold All -2,162,500 $25.51 $-55,165 $0
2973 23 Constellation Brands Inc-A (STZ) Beverages 5,957,100 Sold Some -402,700 $151.08 $-60,843 $900,058