0000919574-21-001648.txt : 20210216 0000919574-21-001648.hdr.sgml : 20210216 20210216164850 ACCESSION NUMBER: 0000919574-21-001648 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210216 DATE AS OF CHANGE: 20210216 EFFECTIVENESS DATE: 20210216 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-04967 FILM NUMBER: 21640020 BUSINESS ADDRESS: STREET 1: 636 MORRIS TURNPIKE STREET 2: SUITE 3B CITY: SHORT HILLS STATE: NJ ZIP: 07078 BUSINESS PHONE: 212-808-3756 MAIL ADDRESS: STREET 1: 636 MORRIS TURNPIKE STREET 2: SUITE 3B CITY: SHORT HILLS STATE: NJ ZIP: 07078 FORMER COMPANY: FORMER CONFORMED NAME: COBALT CAPITAL MANAGEMENT INC DATE OF NAME CHANGE: 19990622 13F-HR/A 1 primary_doc.xml 13F-HR/A LIVE false true false 0001086762 XXXXXXXX 12-31-2020 12-31-2020 true 1 RESTATEMENT false COBALT CAPITAL MANAGEMENT, INC.

636 MORRIS TURNPIKE SUITE 3B SHORT HILLS NJ 07078

13F HOLDINGS REPORT 028-04967 N Wayne Cooperman 212-808-3756 /s/ Wayne Cooperman Short Hills NJ 02-16-2021 1 30 292526 1 0000937073 028-10572 COBALT PARTNERS, L.P. INFORMATION TABLE 2 infotable.xml AERCAP HOLDINGS NV SHS N00985106 10898 239100 SH SOLE 1 239100 0 0 ALPHABET INC CAP STK CL C 02079K107 5256 3000 SH SOLE 1 3000 0 0 ASHLAND GLOBAL HLDGS INC COM 044186104 6733 85016 SH SOLE 1 85016 0 0 BAUSCH HEALTH COS INC COM 071734107 6604 317500 SH SOLE 1 317500 0 0 BERRY GLOBAL GROUP INC COM 08579W103 10676 190000 SH SOLE 1 190000 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 14079 345000 SH SOLE 1 345000 0 0 BUNGE LIMITED COM G16962105 20330 310000 SH SOLE 1 310000 0 0 CF INDS HLDGS INC COM 125269100 11214 289700 SH SOLE 1 289700 0 0 CIT GROUP INC COM NEW 125581801 7164 199548 SH SOLE 1 199548 0 0 CNX RES CORP COM 12653C108 14240 1318511 SH SOLE 1 1318511 0 0 CORTEVA INC COM 22052L104 3025 78114 SH SOLE 1 78114 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 10347 65000 SH SOLE 1 65000 0 0 DEVON ENERGY CORP NEW COM 25179M103 5024 317800 SH SOLE 1 317800 0 0 FISERV INC COM 337738108 11090 97400 SH SOLE 1 97400 0 0 FLEX LTD ORD Y2573F102 12586 700000 SH SOLE 1 700000 0 0 FREEPORT-MCMORAN INC CL B 35671D857 7156 275000 SH SOLE 1 275000 0 0 GANNETT CO INC COM 36472T109 634 188597 SH SOLE 1 188597 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 16665 85000 SH SOLE 1 85000 0 0 JAWS ACQUISITION CORP UNIT 99/99/9999 G50744120 3688 275000 SH SOLE 1 275000 0 0 LOWES COS INC COM 548661107 5618 35000 SH SOLE 1 35000 0 0 MARATHON PETE CORP COM 56585A102 2275 55000 SH SOLE 1 55000 0 0 NEWMONT CORP COM 651639106 5929 99000 SH SOLE 1 99000 0 0 NRG ENERGY INC COM NEW 629377508 13198 351466 SH SOLE 1 351466 0 0 NUTRIEN LTD COM 67077M108 963 20000 SH SOLE 1 20000 0 0 RIO TINTO PLC SPONSORED ADR 767204100 1128 15000 SH SOLE 1 15000 0 0 SPDR GOLD TR GOLD SHS 78463V107 41023 230000 SH SOLE 1 230000 0 0 TEEKAY CORPORATION NOTE 5.000% 1/1 87900YAE3 14114 16184000 PRN SOLE 1 16184000 0 0 TEEKAY LNG PARTNERS L P PRTNRSP UNITS Y8564M105 9395 819780 SH SOLE 1 819780 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 8868 475000 SH SOLE 1 475000 0 0 XPO LOGISTICS INC COM 983793100 12607 105761 SH SOLE 1 105761 0 0