Hedge Fund - Kensico Capital

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No. Security Ticker Shares Value (x$1000) Activity % Port
1. V 1,799,820 $420,834 +53% 12.15%
2. MSFT 1,329,200 $360,080 +61% 10.4%
3. HWM 9,375,000 $323,156 +1% 9.33%
4. FISV 2,380,200 $254,420 +40% 7.35%
5. SEE 3,764,500 $223,047 -16% 6.44%