Kensico Capital Management Corp Buys International Business Machines Corp, The Walt Disney Co, Yum China Holdings Inc, Sells Arconic Corp, Cheniere Energy Inc, Marathon Petroleum Corp

• New Purchases: IBM, DIS, YUMC, FB, GOOGL, INFO, MDT, HUBS, GOOG, IQV, WYNN,
• Added Positions: FISV, FIS, PTC, CI, SEE, ETRN,
• Reduced Positions: LNG, ULTA, ARMK, STZ, V, CDEV,
• Sold Out: ARNC, MPC, LSXMK, EQT, LSXMA, BGG,

For the details of KENSICO CAPITAL MANAGEMENT CORP's stock buys and sells, go to https://www.gurufocus.com/guru/kensico+capital+management+corp/current-portfolio/portfolio

1. Constellation Brands Inc (STZ) - 4,088,900 shares, 16.02% of the total portfolio. Shares reduced by 2.89%
2. Microsoft Corp (MSFT) - 3,141,000 shares, 13.54% of the total portfolio.
3. Visa Inc (V) - 2,650,700 shares, 11.67% of the total portfolio. Shares reduced by 4.33%
4. Fiserv Inc (FISV) - 3,053,800 shares, 7.93% of the total portfolio. Shares added by 17.22%
5. Cheniere Energy Inc (LNG) - 7,365,000 shares, 6.74% of the total portfolio. Shares reduced by 26.7%

Kensico Capital Management Corp initiated holding in International Business Machines Corp. The purchase prices were between $94.77 and $156.76, with an estimated average price of $132.68. The stock is now traded at around $116.98. The impact to a portfolio due to this purchase was 5.96%. The holding were 1,965,000 shares as of .

Kensico Capital Management Corp initiated holding in The Walt Disney Co. The purchase prices were between $85.76 and $148.2, with an estimated average price of $127.19. The stock is now traded at around $109.05. The impact to a portfolio due to this purchase was 2.77%. The holding were 1,050,000 shares as of .

Kensico Capital Management Corp initiated holding in Yum China Holdings Inc. The purchase prices were between $39.24 and $49.85, with an estimated average price of $44.73. The stock is now traded at around $47.15. The impact to a portfolio due to this purchase was 1.99%. The holding were 1,710,000 shares as of .

Kensico Capital Management Corp initiated holding in Facebook Inc. The purchase prices were between $146.01 and $223.23, with an estimated average price of $196.62. The stock is now traded at around $210.88. The impact to a portfolio due to this purchase was 1%. The holding were 220,000 shares as of .

Kensico Capital Management Corp initiated holding in Alphabet Inc. The purchase prices were between $1054.13 and $1524.87, with an estimated average price of $1359.46. The stock is now traded at around $1373.06. The impact to a portfolio due to this purchase was 0.67%. The holding were 21,000 shares as of .

Kensico Capital Management Corp initiated holding in IHS Markit Ltd. The purchase prices were between $45.4 and $81.11, with an estimated average price of $72.3. The stock is now traded at around $66.56. The impact to a portfolio due to this purchase was 0.61%. The holding were 375,000 shares as of .

Kensico Capital Management Corp added to a holding in Fidelity National Information Services Inc by 133.33%. The purchase prices were between $102.45 and $157.44, with an estimated average price of $139.28. The stock is now traded at around $132.22. The impact to a portfolio due to this purchase was 0.93%. The holding were 490,000 shares as of .

Kensico Capital Management Corp added to a holding in PTC Inc by 37.23%. The purchase prices were between $48.45 and $88.62, with an estimated average price of $74.36. The stock is now traded at around $65.00. The impact to a portfolio due to this purchase was 0.74%. The holding were 1,640,000 shares as of .

Kensico Capital Management Corp sold out a holding in Arconic Corp. The sale prices were between $9.19 and $26.11, with an estimated average price of $20.93.

Kensico Capital Management Corp sold out a holding in Marathon Petroleum Corp. The sale prices were between $16.62 and $61.91, with an estimated average price of $46.65.

Kensico Capital Management Corp sold out a holding in Liberty SiriusXM Group. The sale prices were between $24.74 and $51.14, with an estimated average price of $44.24.

Kensico Capital Management Corp sold out a holding in EQT Corp. The sale prices were between $4.96 and $10.9, with an estimated average price of $7.08.

Kensico Capital Management Corp sold out a holding in Liberty SiriusXM Group. The sale prices were between $23.31 and $50.93, with an estimated average price of $43.98.

Kensico Capital Management Corp sold out a holding in Briggs & Stratton Corp. The sale prices were between $1.78 and $6.66, with an estimated average price of $3.81.