Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KENSICO CAPITAL MANAGEMENT CORP | 11-14-2023 | 09-30-2023 | 24 | 2,359,235,762 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HOWMET AEROSPACE INC | COM | 1 | $276,649,000 | 5,981,600 | 0.01 | 9.34 | -3,393,400 | -36.20 | 09-30-2023 |
| FAIR ISAAC CORP | COM | 2 | $237,658,469 | 273,633 | 0.01 | 273,633 | +Inf | 09-30-2023 | |
| VISA INC | COM CL A | 3 | $215,358,363 | 936,300 | 0.01 | 12.16 | -863,520 | -47.98 | 09-30-2023 |
| MICROSOFT CORP | COM | 4 | $174,767,625 | 553,500 | 0.01 | 10.40 | -775,700 | -58.36 | 09-30-2023 |
