Kensico Capital Management Corp Buys Marathon Petroleum Corp, Cerner Corp, Arconic Inc, Sells Zayo Group Holdings Inc, Booking Holdings Inc, Facebook Inc

• New Purchases: MPC, CERN,
• Added Positions: ARNC, WYNN, CI, SEE, CDEV,
• Reduced Positions: BKNG, FB, DATA, ARMK, FISV, ETRN,
• Sold Out: ZAYO,

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) - 4,210,700 shares, 15.06% of the total portfolio.
2. Cheniere Energy Inc (LNG) - 11,484,100 shares, 14.28% of the total portfolio. Shares reduced by 0.54%
3. Visa Inc (V) - 2,862,100 shares, 9.02% of the total portfolio.
4. Microsoft Corp (MSFT) - 3,156,000 shares, 7.68% of the total portfolio.
5. Tableau Software Inc (DATA) - 1,773,400 shares, 5.35% of the total portfolio. Shares reduced by 9.07%

Kensico Capital Management Corp initiated holding in Marathon Petroleum Corp. The purchase prices were between $45.99 and $63.6, with an estimated average price of $54.73. The stock is now traded at around $46.70. The impact to a portfolio due to this purchase was 3.46%. The holding were 3,405,000 shares as of .

Kensico Capital Management Corp initiated holding in Cerner Corp. The purchase prices were between $56.93 and $73.3, with an estimated average price of $67.44. The stock is now traded at around $71.76. The impact to a portfolio due to this purchase was 1.33%. The holding were 1,000,000 shares as of .

Kensico Capital Management Corp added to a holding in Arconic Inc by 38.37%. The purchase prices were between $19.58 and $25.82, with an estimated average price of $21.98. The stock is now traded at around $25.23. The impact to a portfolio due to this purchase was 1.3%. The holding were 10,000,000 shares as of .

Kensico Capital Management Corp added to a holding in Wynn Resorts Ltd by 645.28%. The purchase prices were between $103.57 and $149.3, with an estimated average price of $128.56. The stock is now traded at around $112.94. The impact to a portfolio due to this purchase was 0.77%. The holding were 395,000 shares as of .

Kensico Capital Management Corp added to a holding in Centennial Resource Development Inc by 35.01%. The purchase prices were between $6.4 and $10.86, with an estimated average price of $8.91. The stock is now traded at around $4.81. The impact to a portfolio due to this purchase was 0.19%. The holding were 5,380,000 shares as of .

Kensico Capital Management Corp sold out a holding in Zayo Group Holdings Inc. The sale prices were between $27.99 and $33.14, with an estimated average price of $31.92.