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Gurus
Growth At A Reasonable Price
KENSICO CAPITAL MANAGEMENT CORP (Data extracted from 13F, 13D, 13G and Form 4)

KENSICO CAPITAL MANAGEMENT CORP

AUM: $3.72 B

13-F Portfolio Value: $5.83 B

Last 13-F Filed: Q2 2026

Concentration in top 10: 86.12%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
CORZ	CORE SCIENTIFIC INC NEW				-2,348,200	Exited		13F
UBER	UBER TECHNOLOGIES INC				-1,276,800	Exited		13F