Kensico Capital Management Corp Buys Cheniere Energy Inc, Howmet Aerospace Inc, Fair Isaac Corp, Sells Alibaba Group Holding, Amazon.com Inc, Constellation Brands Inc

• New Purchases: FICO, LFG, ATVI, CBAH, MSDA, RCL, TWTR, BKNG, PTC, PYPL, EMR, AFTR.U,
• Added Positions: LNG, HWM, UNH, SYNH, GOOGL, FISV, FB,
• Reduced Positions: STZ, SEE, IQV, MSFT, V, BC, ARMK, ETRN, CDEV,
• Sold Out: BABA, AMZN, NUAN, RICE, RICE, MSDAU, GDDY, ZTO, YOU,

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. Visa Inc (V) - 1,741,020 shares, 11.92% of the total portfolio. Shares reduced by 3.27%
2. Microsoft Corp (MSFT) - 1,258,700 shares, 10.90% of the total portfolio. Shares reduced by 5.3%
3. Howmet Aerospace Inc (HWM) - 11,284,100 shares, 10.82% of the total portfolio. Shares added by 20.36%
4. Cheniere Energy Inc (LNG) - 3,493,100 shares, 10.48% of the total portfolio. Shares added by 38.34%
5. Fiserv Inc (FISV) - 2,428,700 shares, 8.10% of the total portfolio. Shares added by 2.04%

Kensico Capital Management Corp initiated holding in Fair Isaac Corp. The purchase prices were between $397.93 and $552.88, with an estimated average price of $475.97. The stock is now traded at around $377.860000. The impact to a portfolio due to this purchase was 1.79%. The holding were 146,600 shares as of 2021-09-30.

Kensico Capital Management Corp initiated holding in Archaea Energy Inc. The purchase prices were between $0 and $19.93, with an estimated average price of $17.83. The stock is now traded at around $21.590000. The impact to a portfolio due to this purchase was 1.16%. The holding were 2,000,000 shares as of 2021-09-30.

Kensico Capital Management Corp initiated holding in Activision Blizzard Inc. The purchase prices were between $72.81 and $94.4, with an estimated average price of $83.7. The stock is now traded at around $66.140000. The impact to a portfolio due to this purchase was 0.69%. The holding were 289,200 shares as of 2021-09-30.

Kensico Capital Management Corp initiated holding in CBRE Acquisition Holdings Inc. The purchase prices were between $9.71 and $9.98, with an estimated average price of $9.9. The stock is now traded at around $10.480000. The impact to a portfolio due to this purchase was 0.61%. The holding were 2,000,000 shares as of 2021-09-30.

Kensico Capital Management Corp initiated holding in MSD Acquisition Corp. The purchase prices were between $9.72 and $10, with an estimated average price of $9.81. The stock is now traded at around $10.170000. The impact to a portfolio due to this purchase was 0.6%. The holding were 2,000,000 shares as of 2021-09-30.

Kensico Capital Management Corp initiated holding in Royal Caribbean Group. The purchase prices were between $69.51 and $92.41, with an estimated average price of $80.95. The stock is now traded at around $83.340000. The impact to a portfolio due to this purchase was 0.58%. The holding were 212,800 shares as of 2021-09-30.

Kensico Capital Management Corp added to a holding in Cheniere Energy Inc by 38.34%. The purchase prices were between $80.83 and $97.67, with an estimated average price of $87.56. The stock is now traded at around $106.240000. The impact to a portfolio due to this purchase was 2.9%. The holding were 3,493,100 shares as of 2021-09-30.

Kensico Capital Management Corp added to a holding in Howmet Aerospace Inc by 20.36%. The purchase prices were between $30.49 and $34.62, with an estimated average price of $32.21. The stock is now traded at around $31.710000. The impact to a portfolio due to this purchase was 1.83%. The holding were 11,284,100 shares as of 2021-09-30.

Kensico Capital Management Corp added to a holding in UnitedHealth Group Inc by 45.50%. The purchase prices were between $390.74 and $429.71, with an estimated average price of $414.25. The stock is now traded at around $449.620000. The impact to a portfolio due to this purchase was 1.36%. The holding were 362,300 shares as of 2021-09-30.

Kensico Capital Management Corp added to a holding in Syneos Health Inc by 61.51%. The purchase prices were between $84.7 and $96.31, with an estimated average price of $90.57. The stock is now traded at around $100.930000. The impact to a portfolio due to this purchase was 0.54%. The holding were 524,900 shares as of 2021-09-30.

Kensico Capital Management Corp sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.

Kensico Capital Management Corp sold out a holding in Amazon.com Inc. The sale prices were between $3187.75 and $3731.41, with an estimated average price of $3451.22.

Kensico Capital Management Corp sold out a holding in Nuance Communications Inc. The sale prices were between $54.52 and $55.31, with an estimated average price of $54.97.

Kensico Capital Management Corp sold out a holding in Rice Acquisition Corp. The sale prices were between $14.54 and $18.5, with an estimated average price of $16.86.

Kensico Capital Management Corp sold out a holding in Rice Acquisition Corp. The sale prices were between $14.54 and $18.5, with an estimated average price of $16.86.

Kensico Capital Management Corp sold out a holding in MSD Acquisition Corp. The sale prices were between $9.92 and $10.23, with an estimated average price of $10.04.