Subscribe Today

Get our free articles delivered directly to your email!

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: $5.20 B

Last 13-F Filed: Q2 2025

Concentration in top 10: 81%

Stock	Company	Change in Shares	% Change	Source
CDNS	CADENCE DESIGN SYSTEM INC	-169,800	Exited	13F
KKR	KKR & CO INC	-350,400	Exited	13F
NPWR	NET POWER INC	-1,688,100	Exited	13F
THC	TENET HEALTHCARE CORP	-230,900	Exited	13F
UNH	UNITEDHEALTH GROUP INC	-196,600	Exited	13F