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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	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
LNG	CHENIERE ENERGY INC	2.46%	424,900	$120,569,624		No Change	$283.76	13F
PGR	PROGRESSIVE CORP	2.02%	498,500	$98,822,640		No Change	$198.24	13F