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KENSICO CAPITAL MANAGEMENT CORP: SE position timeline

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

KENSICO CAPITAL MANAGEMENT CORP held 408,700 SE 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 408,700 shares
    Change vs previous 13F -359,400 shares

    0.67% of the 13F portfolio, value $39,165,721.

    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 768,100 shares
    Change vs previous 13F -1,112,300 shares

    1.3% of the 13F portfolio, value $63,606,361.

    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 1,880,400 shares
    Change vs previous 13F +560,400 shares

    4.08% of the 13F portfolio, value $239,882,628.

    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 1,320,000 shares
    Change vs previous 13F -288,800 shares

    3.63% of the 13F portfolio, value $235,923,600.

    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 1,608,800 shares
    Change vs previous 13F -61,400 shares

    4.95% of the 13F portfolio, value $257,311,472.

    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 1,670,200 shares
    Change vs previous 13F +426,700 shares

    4.91% of the 13F portfolio, value $217,944,398.

    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 1,243,500 shares
    Change vs previous 13F +338,500 shares

    3.01% of the 13F portfolio, value $131,935,350.

    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 905,000 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $85,323,400.

    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).