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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: $5.20 B

Last 13-F Filed: Q2 2025

Concentration in top 10: 81%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
HLT	HILTON WORLDWIDE HLDGS INC	1.75%	342,000	$91,088,280	342,000	New	$266.34	13F
RBA	RB GLOBAL INC	0.85%	414,300	$43,994,517	414,300	New	$106.19	13F