KENSICO CAPITAL MANAGEMENT CORP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HWM | 5.26M | $1.03B |
 | APP | 3.12M | $2.24B |
 | GOOGL | 1.78M | $433.57M |
 | FI | 1.58M | $204.35M |
 | SE | 1.32M | $235.92M |
 | CSGP | 1.28M | $108.20M |
 | RBA | 1.04M | $113.13M |
 | AMZN | 978K | $214.76M |
 | V | 818K | $279.29M |
 | ICE | 814K | $137.19M |
 | LNG | 700K | $164.42M |
 | RYAN | 611K | $34.44M |
 | TW | 462K | $51.27M |
 | EFX | 450K | $115.44M |
 | PGR | 394K | $97.25M |
 | MSFT | 350K | $181.13M |
 | HLT | 342K | $88.73M |
 | FICO | 325K | $486.19M |
 | BRO | 252K | $23.64M |
 | META | 242K | $177.50M |
Howmet Aerospace Inc.
HWM
Shares Held
5.26M
Value
$1.03B
AppLovin Corporation
APP
Shares Held
3.12M
Value
$2.24B
Alphabet Inc.
GOOGL
Shares Held
1.78M
Value
$433.57M
Fiserv, Inc.
FI
Shares Held
1.58M
Value
$204.35M
Sea Limited
SE
Shares Held
1.32M
Value
$235.92M
CoStar Group, Inc.
CSGP
Shares Held
1.28M
Value
$108.20M
RB Global, Inc.
RBA
Shares Held
1.04M
Value
$113.13M
Amazon.com, Inc.
AMZN
Shares Held
978K
Value
$214.76M
Visa Inc.
V
Shares Held
818K
Value
$279.29M
Intercontinental Exchange, Inc.
ICE
Shares Held
814K
Value
$137.19M
Cheniere Energy, Inc.
LNG
Shares Held
700K
Value
$164.42M
Ryan Specialty Holdings, Inc.
RYAN
Shares Held
611K
Value
$34.44M
Tradeweb Markets Inc.
TW
Shares Held
462K
Value
$51.27M
Equifax Inc.
EFX
Shares Held
450K
Value
$115.44M
The Progressive Corporation
PGR
Shares Held
394K
Value
$97.25M
Microsoft Corporation
MSFT
Shares Held
350K
Value
$181.13M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
342K
Value
$88.73M
Fair Isaac Corporation
FICO
Shares Held
325K
Value
$486.19M
Brown & Brown, Inc.
BRO
Shares Held
252K
Value
$23.64M
Meta Platforms, Inc.
META
Shares Held
242K
Value
$177.50M