KENSICO CAPITAL MANAGEMENT CORP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)

STOCK	TICKER	SHARES HELD▲ ▼	VALUE▲ ▼
VSE Corporation	VSEC	119.6K	$27.33M
S&P Global Inc.	SPGI	107.7K	$43.86M
McKesson Corporation	MCK	99.68K	$75.32M