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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: $4.90 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 88.51%

Stock	Company	Change in Shares	% Change	Source
BC	BRUNSWICK CORP	-144,600	Exited	13F
CSGP	COSTAR GROUP INC	-901,600	Exited	13F
DLTR	DOLLAR TREE INC	-302,800	Exited	13F
RBA	RB GLOBAL INC	-433,900	Exited	13F
RYAN	RYAN SPECIALTY HOLDINGS INC	-959,500	Exited	13F
SYK	STRYKER CORPORATION	-121,500	Exited	13F
SPOT	SPOTIFY TECHNOLOGY S A	-136,900	Exited	13F