KENSICO CAPITAL MANAGEMENT CORP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 37
New Positions 5
Increased Positions 23
Decreased Positions 9
Positions with Activity 32
Sold Out Positions 5
Total Mkt Value (in $ millions) 5,223

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

Sector Weighting

Basic Materials 1.66%
Capital Goods
Conglomerates
Consumer Cyclical 0.32%
Consumer/Non-Cyclical 15.15%
Energy 11.4%
Financial 16.42%
Healthcare
Services 18.15%
Technology 26.19%
Transportation 0.07%
Utilities 0.77%

37 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
LIBERTY BROADBAND CORP COM SER C -16,597 Sold Out 0
LIBERTY BROADBAND CORP RT PUR COM SER C -777 Sold Out 0
LIBERTY BROADBAND CORP COM SER A -8,294 Sold Out 0
SIRIUS XM HLDGS INC COM -48,905 Sold Out 0
SUNEDISON INC COM -37,432 Sold Out 0
TWENTY FIRST CENTY FOX INC CL A 191,818 -30,066 (13.55) 5,650,000
CONSTELLATION BRANDS INC CL A 791,236 -20,396 (2.51) 6,734,500
NATIONAL GEN HLDGS CORP COM 42,709 -21 (0.05) 2,227,900
SANDISK CORP COM 416,504 -46 (0.01) 6,273,600
ACTIVISION BLIZZARD INC COM 144,710 144,710 New 5,695,000
ARAMARK COM 251,618 251,618 New 7,915,000
DORIAN LPG LTD SHS USD 114,692 New 8,014,837
HRG GROUP INC COM 18,004 18,004 New 1,400,000
MEDASSETS INC COM 31,440 31,440 New 1,495,000
SCORPIO TANKERS INC SHS 2,651 New 290,000
SEACOR HOLDINGS INC COM 1,015 New 14,307
TAKE-TWO INTERACTIVE SOFTWARE COM 26,347 New 956,350
TEMPUR SEALY INTL INC COM 16,815 16,815 New 285,000
WEBMD HEALTH CORP COM 214,200 New 4,691,200
ECHOSTAR CORP CL A 85,216 574 .68 1,738,400


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