Investor

KENSICO CAPITAL MANAGEMENT CORP

Portfolio Total Value

$4,494,973,000.00

Number of Stocks

24

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
APP $826,090,000.0 18.89%
No Change
2,551,000 $323.83 $432.98
Added 33.71%
$40.71 $417.64
HWM $587,896,000.0 13.44%
Reduced 1.52%
5,375,300 $109.37 $265.11
Added 142.4%
$55.0 $129.1
FICO $468,824,000.0 10.72%
Reduced 2.57%
235,480 $1,990.93 $1,407.54
Reduced 29.3%
$1,105.65 $2,402.52
FISV $285,164,000.0 6.52%
Added 6.78%
1,388,200 $205.42 $61.85
Reduced 69.89%
$0.0 $0.0
V $272,047,000.0 6.22%
Reduced 0.09%
860,800 $316.04 $320.51
Added 1.41%
$252.7 $325.74
AMZN $213,839,000.0 4.89%
Reduced 6.73%
974,700 $219.39 $208.39
Reduced 5.01%
$151.61 $235.44
MSFT $206,408,000.0 4.72%
Reduced 0.91%
489,700 $421.5 $398.55
Reduced 5.44%
$385.58 $468.35
EFX $196,718,000.0 4.5%
Reduced 0.72%
771,900 $254.85 $208.03
Reduced 18.37%
$213.02 $309.63
GOOGL $174,837,000.0 4.0%
Added 3.78%
923,600 $189.3 $306.52
Added 61.92%
$130.67 $202.29
LNG $150,344,000.0 3.44%
No Change
699,700 $214.87 $248.93
Added 15.85%
$152.31 $257.65
FB $145,850,000.0 3.33%
Reduced 16.69%
249,100 $585.51 $42.57
Reduced 92.73%
$0.0 $0.0
CRM $144,463,000.0 3.3%
Added 4.9%
432,100 $334.33 $192.95
Reduced 42.29%
$212.0 $369.0
SE $131,935,000.0 3.02%
Added 37.4%
1,243,500 $106.1 $105.21
Reduced 0.84%
$38.11 $119.47
ICE $121,338,000.0 2.77%
Reduced 1.55%
814,300 $149.01 $164.78
Added 10.58%
$124.34 $167.99
UNH $114,056,000.0 2.61%
Reduced 16.49%
225,470 $505.86 $294.93
Reduced 41.7%
$436.38 $630.73
PYPL $98,741,000.0 2.26%
Added 9.66%
1,156,900 $85.35 $45.63
Reduced 46.54%
$55.77 $93.66
PGR $94,358,000.0 2.16%
Reduced 1.43%
393,800 $239.61 $213.41
Reduced 10.93%
$175.5 $270.62
CSGP $51,244,000.0 1.17%
No Change
715,800 $71.59 $45.17
Reduced 36.9%
$68.26 $100.38
ICLR $43,096,000.0 1.15%
No Change
150,000 $287.31 $108.27
Reduced 62.32%
$183.38 $347.72
BC $42,412,000.0 1.14%
No Change
506,000 $83.82 $79.54
Reduced 5.11%
$62.64 $96.65
BABA $35,550,000.0 0.95%
No Change
335,000 $106.12 $142.56
Added 34.34%
$68.36 $117.82
MEDP $40,233,000.0 0.92%
Added 348.52%
121,100 $332.23 $457.47
Added 37.7%
$286.76 $459.77
CDNS $31,067,000.0 0.71%
No Change
103,400 $300.46 $303.36
Added 0.97%
$241.29 $328.99
$18,463,000.0 0.42%
Added 310.24%
1,743,500 $10.59 $nan
Reduced nan%
$nan $nan