KENSICO CAPITAL MANAGEMENT CORP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 38
New Positions 5
Increased Positions 24
Decreased Positions 9
Positions with Activity 33
Sold Out Positions 5
Total Mkt Value (in $ millions) 5,253

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

Sector Weighting

Basic Materials 1.56%
Capital Goods
Conglomerates
Consumer Cyclical 0.41%
Consumer/Non-Cyclical 15.52%
Energy 9.94%
Financial 17.82%
Healthcare
Services 17.55%
Technology 25.33%
Transportation 0.08%
Utilities 0.28%

5 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ARAMARK COM 257,950 257,950 New 7,915,000
ACTIVISION BLIZZARD INC COM 145,336 145,336 New 5,695,000
MEDASSETS INC COM 35,282 35,282 New 1,495,000
TEMPUR SEALY INTL INC COM 21,623 21,623 New 285,000
HRG GROUP INC COM 20,202 20,202 New 1,400,000