Hedge Fund - Kensico Capital

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No. Security Ticker Shares Value Activity % Port History
1. HWM 5,458,300 $547,194,575 -3% 14.53%
2. FICO 241,680 $469,709,914 -4% 12.47%
3. APP 2,551,000 $333,033,050 +22% 8.84%
4. V 861,600 $236,896,920 -2% 6.29%
5. FI 1,300,000 $233,545,000 +15% 6.2%