KENSICO CAPITAL MANAGEMENT CORP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $4.9B in reported equity holdings across 20 positions. The largest holdings are APP (26.7%), HWM (23.9%), GOOG (8.9%), FICO (8.4%), V (5.9%). The portfolio is concentrated in Other (60.3%), Communication Services (35.5%), Energy (2.5%). Data sourced from SEC EDGAR 13F filings (CIK 1113000).