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KENSICO CAPITAL MANAGEMENT CORP: APP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KENSICO CAPITAL MANAGEMENT CORP on APP, newest first. How the timeline and the estimate are built.

KENSICO CAPITAL MANAGEMENT CORP held 3,182,850 APP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,182,850 shares
    Change vs previous 13F -101,400 shares

    28.12% of the 13F portfolio, value $1,639,899,806.

    13F-HR 0001193125-26-352121 filed by KENSICO CAPITAL MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,284,250 shares
    Change vs previous 13F +165,750 shares

    26.69% of the 13F portfolio, value $1,307,131,500.

    13F-HR 0001193125-26-226587 filed by KENSICO CAPITAL MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,118,500 shares
    Change vs previous 13F 0 shares

    35.71% of the 13F portfolio, value $2,101,307,670.

    13F-HR 0001193125-26-054531 filed by KENSICO CAPITAL MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,118,500 shares
    Change vs previous 13F +95,000 shares

    34.52% of the 13F portfolio, value $2,240,766,990.

    13F-HR 0001193125-25-282860 filed by KENSICO CAPITAL MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,023,500 shares
    Change vs previous 13F +144,500 shares

    20.35% of the 13F portfolio, value $1,058,466,880.

    13F-HR 0000950123-25-008306 filed by KENSICO CAPITAL MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,879,000 shares
    Change vs previous 13F +328,000 shares

    17.19% of the 13F portfolio, value $762,848,630.

    13F-HR 0000950123-25-005677 filed by KENSICO CAPITAL MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,551,000 shares
    Change vs previous 13F 0 shares

    18.87% of the 13F portfolio, value $826,090,330.

    13F-HR 0000950123-25-002738 filed by KENSICO CAPITAL MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,551,000 shares
    Change vs previous 13F not available

    8.85% of the 13F portfolio, value $333,033,050.

    13F-HR 0000950123-24-011766 filed by KENSICO CAPITAL MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).