KENSICO CAPITAL MANAGEMENT CORP

Position in LNG — Cheniere Energy, Inc.

CIK 1113000 GREENWICH, CT

Position in LNG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$120,569,624

+$37,973,313 QoQ

Shares Held

424,900

0.0% QoQ

Ownership

0.203%

of shares outstanding

% of Portfolio

2.50%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Mar 31, 2026

KENSICO CAPITAL MANAGEMENT CORP holds $120,569,624 across 1 Oil & Gas Midstream name. LNG ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LNG	Cheniere Energy, Inc. This page	424,900	$120,569,624

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$120,569,624	424,900	0.0%	Shares	Sole	2026-05-15
2025-12-31	$82,596,311	424,900	-39.3%	Shares	Sole	2026-02-17
2025-09-30	$164,415,506	699,700	0.0%	Shares	Sole	2025-11-14
2025-06-30	$170,390,944	699,700	0.0%	Shares	Sole	2025-08-14
2025-03-31	$161,910,580	699,700	0.0%	Shares	Sole	2025-05-15
2024-12-31	$150,344,539	699,700	0.0%	Shares	Sole	2025-02-14
2024-09-30	$125,834,048	699,700	0.0%	Shares	Sole	2024-11-14
2024-06-30	$122,328,551	699,700	0.0%	Shares	Sole	2024-08-14
2024-03-31	$112,847,616	699,700	-1.3%	Shares	Sole	2024-05-15
2023-12-31	$121,067,532	709,200	-4.9%	Shares	Sole	2024-02-14
2023-09-30	$123,706,584	745,400	-1.5%	Shares	Sole	2023-11-14
2023-06-30	$115,245,104	756,400	-1.3%	Shares	Sole	2023-08-14
2023-03-31	$120,737,360	766,100	-2.7%	Shares	Sole	2023-05-15
2022-12-31	$118,078,504	787,400	-4.1%	Shares	Sole	2023-02-14
2022-09-30	$136,212,110	821,000	-1.4%	Shares	Sole	2022-11-14
2022-06-30	$110,787,384	832,800	-0.7%	Shares	Sole	2022-08-15
2022-03-31	$116,271,890	838,600	-64.8%	Shares	Sole	2022-05-16
2021-12-31	$241,582,440	2,382,000	-31.8%	Shares	Sole	2022-02-14
2021-09-30	$341,171,077	3,493,100	+38.3%	Shares	Sole	2021-11-15
2021-06-30	$219,018,500	2,525,000	-23.0%	Shares	Sole	2021-08-16
2021-03-31	$236,106,388	3,278,800	-31.3%	Shares	Sole	2021-05-17
2020-12-31	$286,643,250	4,775,000	+14.5%	Shares	Sole	2021-02-16
2020-09-30	$193,019,932	4,171,600	-31.9%	Shares	Sole	2020-11-16
2020-06-30	$295,988,992	6,125,600	-16.8%	Shares	Sole	2020-08-14
2020-03-31	$246,727,500	7,365,000	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.