KENSICO CAPITAL MANAGEMENT CORP - Portfolio Stock Holdings

KENSICO CAPITAL MANAGEMENT CORP disclosed 26 stock positions in a recent SEC 13F filing. $4,802,879,550 of stock holdings were filed, with the largest holdings including APP, HWM, and GOOGL. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $7,876,558,200 and has 25 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.