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Kensico Capital Management Corp - Thomas Jason Coleman&Michael Bernard Lowenstein

Kensico Capital Management Corp a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
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Thomas Jason Coleman&Michael Bernard Lowenstein

Thomas Jason Coleman&Michael Bernard Lowenstein
Kensico Capital Management Corp

Hedge Fund Manager
Ranked #86 out of 487 Hedge Fund Managers

Portfolio Gain

+145.63%
Since Jan 2016

Sharpe Ratio

2.45
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$2.64B
Thomas Jason Coleman&Michael Bernard Lowenstein manages more assets than 58% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+17.58%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
36.54% Technology
22.14% Industrial Goods
16.63% Financial
9.56% Consumer Cyclical
8.67% Communication Services
4.57% Energy
1.42% Healthcare
0.26% Utilities
A breakdown of Kensico Capital Management Corp's portfolio by sector

Kensico Capital Management Corp Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Adobe
Sold Out
Technology
$569.22
($504.55-$633.89)
-20.53%
-100.00%
0.00
0.00%
ATI
Sold Out
Industrial Goods
$40.80
($35.02-$46.57)
+13.57%
-100.00%
0.00
0.00%
Amazon
Added
Consumer Cyclical
$136.99
($118.35-$155.63)
+22.50%
+26.68%
77.76M
2.95%
Asbury
Sold Out
Consumer Cyclical
$208.34
($178.40-$238.28)
-3.32%
-100.00%
0.00
0.00%
Cheniere Energy
Reduced
Energy
$169.78
($156.10-$183.46)
-7.91%
-4.86%
121.07M
4.57%
Dexcom
New
Healthcare
$100.56
($74.75-$126.37)
+9.71%
+100.00%
37.43M
1.42%
Equifax
Added
Industrial Goods
$206.28
($159.95-$252.60)
+0.03%
+8.39%
198.35M
7.50%
Brunswick
Reduced
Consumer Cyclical
$83.07
($66.47-$99.67)
-9.49%
-6.87%
175.36M
6.61%
Meta Platforms
New
Communication Services
$320.65
($279.40-$361.90)
+44.77%
+100.00%
71.39M
2.70%
Fair Isaac
Reduced
Technology
$998.71
($811.99-$1.19K)
+1.00%
-4.69%
303.57M
11.50%
See a list of Kensico Capital Management Corp's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details

Measured Performance

Compare Kensico Capital Management Corp's performance with other Hedge Funds and the S&P 500

Kensico Capital Management Corp activity FAQ

What is Kensico Capital Management Corp’s portfolio gain since Jun 2013?
Kensico Capital Management Corp’s portfolio gain since Jun 2013 was 145.63%.
    What is Kensico Capital Management Corp’s Sharpe Ratio?
    Kensico Capital Management Corp’s Sharpe Ratio is 2.45.
      What is Kensico Capital Management Corp’s portfolio value?
      Kensico Capital Management Corp’s portfolio value is $2.64B.
        What is Kensico Capital Management Corp’s average return since the fund’s last 13F filing?
        Kensico Capital Management Corp’s average return since the fund’s last 13F filing is 10.82%.
          What was Kensico Capital Management Corp’s average return in the last 12 months?
          Kensico Capital Management Corp’s average return in the last 12 months was 38.87%.
            What was Kensico Capital Management Corp’s average return in the last 3 years?
            Kensico Capital Management Corp’s average return in the last 3 years was 17.58%.
              When was the most recent most recent 13F form submitted by Kensico Capital Management Corp?
              Kensico Capital Management Corp's most recent 13F form was submitted on Dec 31, 2023.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Thomas Jason Coleman&Michael Bernard Lowenstein Net Worth?
                  Thomas Jason Coleman&Michael Bernard Lowenstein is Managing Kensico Capital Management Corp which has a net worth of $2.64B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Thomas Jason Coleman&Michael Bernard Lowenstein and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.