News + Filings Transactions Holdings
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KENSICO CAPITAL MANAGEMENT CORP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Salesforce, Inc.
| CRM | Common | 628,900 | 628,900 | 132,861,414,000 | 132,861,414,000 | 5.37 | |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 1,071,200 | 1,071,200 | 128,222,640,000 | 128,222,640,000 | 5.18 | |
Hist
| 06/30/2023 |
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PROGRESSIVE CORP/OH/
| PGR | Common | 592,300 | 592,300 | 78,402,751,000 | 78,402,751,000 | 3.17 | 0.10 |
Hist
| 06/30/2023 |
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TENET HEALTHCARE CORP
| THC | Common | 799,700 | 799,700 | 65,079,586,000 | 65,079,586,000 | 2.63 | |
Hist
| 06/30/2023 |
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ADOBE INC.
| ADBE | Common | 92,800 | 92,800 | 45,378,272,000 | 45,378,272,000 | 1.83 | 0.02 |
Hist
| 06/30/2023 |
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STANLEY BLACK & DECKER, INC.
| SWK | common | 440,000 | 440,000 | 41,232,400,000 | 41,232,400,000 | 1.67 | 0.29 |
Hist
| 06/30/2023 |
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CDW Corp
| CDW | COM | 155,000 | 155,000 | 28,442,500,000 | 28,442,500,000 | 1.15 | 0.11 |
Hist
| 06/30/2023 |
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NET Power Inc.
| NPWR | Common | 1,974,600 | 1,974,600 | 25,669,800,000 | 25,669,800,000 | 1.04 | |
Hist
| 06/30/2023 |
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LITHIA MOTORS INC
| LAD | CL A | 80,000 | 80,000 | 24,328,800,000 | 24,328,800,000 | 0.98 | 0.29 |
Hist
| 06/30/2023 |
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ASBURY AUTOMOTIVE GROUP INC
| ABG | Common | 59,300 | 59,300 | 14,256,906,000 | 14,256,906,000 | 0.58 | 0.28 |
Hist
| 06/30/2023 |
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