KENSICO CAPITAL MANAGEMENT CORP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $5.8B in reported equity holdings across 25 positions. The largest holdings are APP (28.1%), HWM (23.4%), GOOG (9.3%), FICO (7.7%), V (5.6%). The portfolio is concentrated in Other (57.1%), Communication Services (37.4%), Consumer Cyclical (1.8%). Data sourced from SEC EDGAR 13F filings (CIK 1113000).