Skip to content

KENSICO CAPITAL MANAGEMENT CORP: TW position timeline

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

KENSICO CAPITAL MANAGEMENT CORP held 1,004,700 TW 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 1,004,700 shares
    Change vs previous 13F -3,100 shares

    1.72% of the 13F portfolio, value $100,128,402.

    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 1,007,800 shares
    Change vs previous 13F +279,700 shares

    2.42% of the 13F portfolio, value $118,577,748.

    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 728,100 shares
    Change vs previous 13F +266,100 shares

    1.33% of the 13F portfolio, value $78,299,874.

    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 462,000 shares
    Change vs previous 13F +241,900 shares

    0.79% of the 13F portfolio, value $51,272,760.

    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 220,100 shares
    Change vs previous 13F -8,400 shares

    0.62% of the 13F portfolio, value $32,222,640.

    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 228,500 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $33,923,110.

    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).