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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MICROSOFT CORP
| MSFT | Common | 561,700 | 71,300 | 191,281,318,000 | 73,673,590,000 | 7.73 | 0.01 |
Hist
| 06/30/2023 |
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FISERV INC
| FISV | Common | 908,300 | 457,600 | 114,582,045,000 | 69,029,796,000 | 4.63 | 0.14 |
Hist
| 06/30/2023 |
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EQUIFAX INC
| EFX | Common | 355,400 | 177,400 | 83,625,620,000 | 49,029,540,000 | 3.38 | 0.29 |
Hist
| 06/30/2023 |
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ATI INC
| ATI | Common | 1,461,200 | 665,200 | 64,628,876,000 | 40,860,316,000 | 2.61 | 1.14 |
Hist
| 06/30/2023 |
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AppLovin Corp
| APP | Common Stock | 1,999,200 | 509,200 | 51,439,416,000 | 35,749,716,000 | 2.08 | |
Hist
| 06/30/2023 |
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ROGERS CORP
| ROG | Common | 441,800 | 24,600 | 71,540,674,000 | 21,752,026,000 | 2.89 | 2.37 |
Hist
| 06/30/2023 |
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