Kensico Capital Management’s Asbury Automotive ABG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-103,000	Closed	-$23.7M	–	23
2023 Q3	$23.7M	Buy	103,000 +43,700	+74%	+$10.1M	1%	22
2023 Q2	$14.3M	Buy	+59,300	New	+$14.3M	0.58%	24