0000919574-15-001532.txt : 20150218 0000919574-15-001532.hdr.sgml : 20150216 20150213181951 ACCESSION NUMBER: 0000919574-15-001532 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150217 DATE AS OF CHANGE: 20150213 EFFECTIVENESS DATE: 20150217 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COBALT CAPITAL MANAGEMENT INC CENTRAL INDEX KEY: 0001086762 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04967 FILM NUMBER: 15616913 BUSINESS ADDRESS: STREET 1: 636 MORRIS TURNPIKE STREET 2: SUITE 2B CITY: SHORT HILLS STATE: NJ ZIP: 07078 BUSINESS PHONE: 212-808-3756 MAIL ADDRESS: STREET 1: 636 MORRIS TURNPIKE STREET 2: SUITE 2B CITY: SHORT HILLS STATE: NJ ZIP: 07078 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001086762 XXXXXXXX 12-31-2014 12-31-2014 false COBALT CAPITAL MANAGEMENT INC

636 MORRIS TURNPIKE SUITE 2B SHORT HILLS NJ 07078

13F HOLDINGS REPORT 028-04967 N Wayne Cooperman 212-808-3756 /s/ Wayne Cooperman Short Hills NJ 02-13-2015 3 63 822998 1 0001456088 028-13397 COBALT OFFSHORE MASTER FUND LP 2 0000937073 028-10572 COBALT PARTNERS LP 3 0001175912 028-12326 COBALT PARTNERS II LP INFORMATION TABLE 2 infotable.xml ACTAVIS PLC SHS G0083B108 20593 80000 SH DFND 1, 2, 3 80000 0 0 AERCAP HOLDINGS NV SHS N00985106 19449 501000 SH DFND 1, 2, 3 501000 0 0 AIR PRODS & CHEMS INC COM 009158106 18447 127900 SH DFND 1, 2, 3 127900 0 0 ALLERGAN INC COM 018490102 8836 41562 SH DFND 1, 2, 3 41562 0 0 ALLISON TRANSMISSION HLDGS I COM 01973R101 6780 200000 SH DFND 1, 2, 3 200000 0 0 ALPHA NATURAL RESOURCES INC NOTE 2.375% 4/1 02076XAA0 6577 6805000 PRN DFND 1, 2, 3 6805000 0 0 ALPHA NATURAL RESOURCES INC NOTE 3.750%12/1 02076XAE2 999 2000000 PRN DFND 1, 2, 3 2000000 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 12013 224000 SH DFND 1, 2, 3 224000 0 0 AMERICAN CAPITAL AGENCY CORP COM 02503X105 3160 144737 SH DFND 1, 2, 3 144737 0 0 ANADARKO PETE CORP COM 032511107 2681 32500 SH DFND 1, 2, 3 32500 0 0 ANTERO RES CORP COM 03674X106 8485 209087 SH DFND 1, 2, 3 209087 0 0 ARCH COAL INC COM 039380100 1639 920605 SH DFND 1, 2, 3 920605 0 0 ATWOOD OCEANICS INC COM 050095108 1419 50000 SH DFND 1, 2, 3 50000 0 0 AUTONATION INC COM 05329W102 10693 177000 SH DFND 1, 2, 3 177000 0 0 AVIS BUDGET GROUP COM 053774105 9950 150000 SH DFND 1, 2, 3 150000 0 0 AXALTA COATING SYS LTD COM G0750C108 18058 694000 SH DFND 1, 2, 3 694000 0 0 BAKER HUGHES INC COM 057224107 11214 200000 SH DFND 1, 2, 3 200000 0 0 BLACKSTONE MTG TR INC COM CL A 09257W100 7413 254378 SH DFND 1, 2, 3 254378 0 0 BONANZA CREEK ENERGY INC COM 097793103 3600 150000 SH DFND 1, 2, 3 150000 0 0 CBS CORP NEW CL B 124857202 18152 328000 SH DFND 1, 2, 3 328000 0 0 CITIGROUP INC COM NEW 172967424 1732 32000 SH DFND 1, 2, 3 32000 0 0 CLIFFS NAT RES INC COM 18683K101 2127 297917 SH DFND 1, 2, 3 297917 0 0 COLONY FINL INC COM 19624R106 19427 815558 SH DFND 1, 2, 3 815558 0 0 CONTINENTAL BLDG PRODS INC COM 211171103 3688 208000 SH DFND 1, 2, 3 208000 0 0 DELPHI AUTOMOTIVE PLC SHS G27823106 17962 247000 SH DFND 1, 2, 3 247000 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 53812 1093966 SH DFND 1, 2, 3 1093966 0 0 DISH NETWORK CORP CL A 25470M109 3645 50000 SH DFND 1, 2, 3 50000 0 0 E TRADE FINANCIAL CORP COM NEW 269246401 46498 1917053 SH DFND 1, 2, 3 1917053 0 0 EASTMAN CHEM CO COM 277432100 7131 94000 SH DFND 1, 2, 3 94000 0 0 ENDO INTL PLC SHS G30401106 22321 309500 SH DFND 1, 2, 3 309500 0 0 EOG RES INC COM 26875P101 7062 76700 SH DFND 1, 2, 3 76700 0 0 ESSENT GROUP LTD COM G3198U102 9590 373000 SH DFND 1, 2, 3 373000 0 0 GULFPORT ENERGY CORP COM NEW 402635304 14370 344264 SH DFND 1, 2, 3 344264 0 0 HARTFORD FINL SVCS GROUP INC COM 416515104 28904 693296 SH DFND 1, 2, 3 693296 0 0 HCA HOLDINGS INC COM 40412C101 18861 257000 SH DFND 1, 2, 3 257000 0 0 HERTZ GLOBAL HOLDINGS INC COM 42805T105 14415 578000 SH DFND 1, 2, 3 578000 0 0 HUNTSMAN CORP COM 447011107 12487 548161 SH DFND 1, 2, 3 548161 0 0 JPMORGAN CHASE & CO COM 46625H100 12078 193000 SH DFND 1, 2, 3 193000 0 0 KAR AUCTION SVCS INC COM 48238T109 42826 1235950 SH DFND 1, 2, 3 1235950 0 0 MEMORIAL RESOURCE DEV CORP COM 58605Q109 7202 399472 SH DFND 1, 2, 3 399472 0 0 MERITOR INC COM 59001K100 4281 282605 SH DFND 1, 2, 3 282605 0 0 MGIC INVT CORP WIS COM 552848103 15386 1650805 SH DFND 1, 2, 3 1650805 0 0 NEXSTAR BROADCASTING GROUP I CL A 65336K103 8899 171823 SH DFND 1, 2, 3 171823 0 0 PEABODY ENERGY CORP COM 704549104 5658 731000 SH DFND 1, 2, 3 731000 0 0 PENSKE AUTOMOTIVE GRP INC COM 70959W103 16046 327000 SH DFND 1, 2, 3 327000 0 0 PHILLIPS 66 COM 718546104 6812 95000 SH DFND 1, 2, 3 95000 0 0 PLATINUM UNDERWRITER HLDGS L COM G7127P100 2203 30000 SH DFND 1, 2, 3 30000 0 0 PRUDENTIAL FINL INC COM 744320102 9254 102300 SH DFND 1, 2, 3 102300 0 0 RADIAN GROUP INC COM 750236101 3545 212000 SH DFND 1, 2, 3 212000 0 0 RAYONIER ADVANCED MATLS INC COM 75508B104 2966 132994 SH DFND 1, 2, 3 132994 0 0 RESOURCE AMERICA INC CL A 761195205 868 96000 SH DFND 1, 2, 3 96000 0 0 SOUTHWEST AIRLS CO COM 844741108 25866 611200 SH DFND 1, 2, 3 611200 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 52463 461900 SH DFND 1, 2, 3 461900 0 0 STARWOOD PPTY TR INC COM 85571B105 6915 297552 SH DFND 1, 2, 3 297552 0 0 SUNEDISON INC COM 86732Y109 20844 1068370 SH DFND 1, 2, 3 1068370 0 0 TALISMAN ENERGY INC COM 87425E103 783 100000 SH DFND 1, 2, 3 100000 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 11428 400000 SH DFND 1, 2, 3 400000 0 0 MOSAIC CO NEW COM 61945C103 5935 130000 SH DFND 1, 2, 3 130000 0 0 TRW AUTOMOTIVE HLDGS CORP COM 87264S106 14604 141997 SH DFND 1, 2, 3 141997 0 0 VALE S A ADR 91912E105 2626 321000 SH DFND 1, 2, 3 321000 0 0 VCA INC COM 918194101 43847 899053 SH DFND 1, 2, 3 899053 0 0 VISTEON CORP COM NEW 92839U206 18088 169270 SH DFND 1, 2, 3 169270 0 0 WISDOMTREE TR JAPN HEDGE EQT 97717W851 7385 150000 SH DFND 1, 2, 3 150000 0 0