KCM
ZAYO

Kensico Capital Management’s Zayo Group Holdings, Inc. ZAYO Stock Holding History

Kensico Capital Management’s Portfolio ZAYO Stock Details ZAYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3,952,400
Closed -$112M – 25
2019
Q1 		$112M Sell
3,952,400
-1,372,600
-26% -$39M 2.21% 17
2018
Q4 		$122M Buy
5,325,000
+870,000
+20% +$19.9M 2.65% 14
2018
Q3 		$155M Buy
4,455,000
+930,000
+26% +$32.3M 2.54% 13
2018
Q2 		$129M Buy
+3,525,000
New +$129M 2.1% 13