KENSICO CAPITAL MANAGEMENT CORP Information

55 RAILROAD AVENUE, GREENWICH, Connecticut, 06830, (203) 862-5800

Report Date: 03/31/2017

Position Statistics

Total Positions 31
New Positions 2
Increased Positions 10
Decreased Positions 14
Positions with Activity 24
Sold Out Positions 5
Total Mkt Value (in $ millions) 6,194

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 17.66%
Basic Materials 2.39%
Industrials 3.55%
Consumer Cyclicals 19.35%
Consumer Non-Cyclicals 27.89%
Financials 7.97%
Healthcare
Technology 21.19%
Telecommunication Services
Utilities

2 New Positions as of 03/31/2017

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LAMB WESTON HLDGS INC COM 89,858 89,858 New 1,971,000
ACUITY BRANDS INC COM 33,584 33,584 New 190,000