Kensico Capital (Michael Lowenstein and Thomas Coleman) discloses updated portfolio positions in 13F filing: New PYPL DATA Q EGN FLT HCC SAFE positions
Highlights from 2017 Q2 filing as compared to 2017 Q1 filing:
- New positions in: PYPL (~1.53 mln shares), DATA (~1.04 mln), Q (~0.57 mln), EGN (~0.3 mln), FLT (~0.3 mln), HCC (~0.09 mln), SAFE (~0.05 mln)
- Increased positions in: EBAY (to ~4.13 mln shares from ~2.77 mln shares), CDEV (to ~3.92 mln from ~2.94 mln), LW (to ~2.32 mln from ~1.97 mln)
- Maintained positions in: WBT (~11.23 mln shares), LNG (~11.21 mln shares), MPC (~9.05 mln shares), ARMK (~8.77 mln shares), LSXMK (~8.67 mln shares), AIG (~7.93 mln shares), MSFT (~7.66 mln shares), STZ (~5.76 mln shares), OLN (~5.45 mln shares),
- Closed positions in: AYI (from ~0.19 mln shares)
- Decreased positions in: FOXA (to ~3.21 mln shares from ~4.24 mln shares), WBA (to ~3.05 mln from ~3.63 mln), SATS (to ~1.01 mln from ~1.14 mln), WDC (to ~0.33 mln from ~0.46 mln)