-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, NDY+y4PHjL6NoXdl1lWoJzbj+a7bHzjMVlY/vpiGBFn0NhWf3grJwf1bBh54Z/4Y fKdQztMSAX4rsIKW4b4J4A== 0000950123-09-063041.txt : 20091116 0000950123-09-063041.hdr.sgml : 20091116 20091116162023 ACCESSION NUMBER: 0000950123-09-063041 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090930 FILED AS OF DATE: 20091116 DATE AS OF CHANGE: 20091116 EFFECTIVENESS DATE: 20091116 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KENSICO CAPITAL MANAGEMENT CORP CENTRAL INDEX KEY: 0001113000 IRS NUMBER: 134079277 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10067 FILM NUMBER: 091187144 BUSINESS ADDRESS: STREET 1: 55 RAILROAD AVENUE STREET 2: 2ND FLOOR CITY: GREENWICH STATE: CT ZIP: 06830 BUSINESS PHONE: 203-862-5800 MAIL ADDRESS: STREET 1: 55 RAILROAD AVENUE STREET 2: 2ND FLOOR CITY: GREENWICH STATE: CT ZIP: 06830 13F-HR 1 y80443e13fvhr.txt 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended SEPTEMBER 30, 2009 Check here if Amendment [ ]; Amendment Number: ________ This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries Institutional Investment Manager Filing this Report: Name: KENSICO CAPITAL MANAGEMENT CORP Address: 55 RAILROAD AVENUE 2ND FLOOR GREENWICH, CT 06830 Form 13F File Number: 28-10067 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: JOSEPH SIGNORILE Title: CHIEF OPERATING OFFICER Phone: (203) 862-5800 Signature, Place, and Date of Signing: /s/ Joseph Signorile GREENWICH, CT 11/16/09 - ---------------------------------- ----------------------- ----------------- [Signature] [City, State] [Date] Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this manager; [If there are no entries in this list, omit this section.] Form 13F File Number Name - -------------------- ---- 28- __________________ __________________________________________ [Repeat as necessary.] FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: __________ Form 13F Information Table Entry Total: 49 Form 13F Information Table Value Total: 1,615,373 (thousands) List of Other Included Managers: NONE [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. No. Form 13F File Number Name - --- -------------------- ---- ___ 28- ________________ ______________________________________
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - ---------------------------- --------------- --------- -------- ------------ ---------- -------- --------------------- SHARES OR VOTING AUTHORITY TITLE OF VALUE PRINCIPAL INVESTMENT OTHER --------------------- NAME OF ISSUER CLASS CUSIP (X$1000) AMOUNT DISCRETION MANAGERS SOLE SHARED NONE - ---------------------------- --------------- --------- -------- ------------ ---------- -------- --------- ------ ---- AMBAC FINL GROUP INC COM 023139108 1,733 1,031,700 SH SOLE 1,031,700 AEGEAN MARINE PETROLEUM NETW SHS Y0017S102 8,258 367,012 SH SOLE 367,012 ARBITRON INC COM 03875Q108 13,958 672,350 SH SOLE 672,350 ATLAS ENERGY INC COM 049298102 17,974 663,983 SH SOLE 663,983 ALLEGHENY ENERGY INC COM 017361106 17,509 660,200 SH SOLE 660,200 B & G FOODS INC NEW CL A 05508R106 1,638 200,000 SH SOLE 200,000 IMMUCOR INC COM 452526106 6,374 360,127 SH SOLE 360,127 BERKSHIRE HATHAWAY INC DEL CL B 084670207 3,911 1,177 SH SOLE 1,177 SEACOR HOLDINGS INC COM 811904101 161,933 1,983,740 SH SOLE 1,983,740 COHERENT INC COM 192479103 319 13,700 SH SOLE 13,700 CYPRESS SEMICONDUCTOR CORP COM 232806109 44,866 4,343,300 SH SOLE 4,343,300 DECKERS OUTDOOR CORP COM 243537107 18,726 220,700 SH SOLE 220,700 DISH NETWORK CORP CL A 25470M109 28,453 1,477,334 SH SOLE 1,477,334 EXTERRAN HLDGS INC COM 30225X103 20,298 855,000 SH SOLE 855,000 FBR CAPITAL MARKETS CORP COM 30247C301 8,360 1,409,790 SH SOLE 1,409,790 FISERV INC COM 337738108 133,061 2,760,607 SH SOLE 2,760,607 FLOWSERVE CORP COM 34354P105 91,010 923,580 SH SOLE 923,580 FEDERAL NATL MTG ASSN COM 313586109 3,078 2,025,304 SH SOLE 2,025,304 GILDAN ACTIVEWEAR INC COM 375916103 30,083 1,525,500 SH SOLE 1,525,500 GREAT PLAINS ENERGY INC COM 391164100 17,412 970,000 SH SOLE 970,000 GREAT PLAINS ENERGY INC UNIT 06/15/2042 391164803 1,281 20,200 SH SOLE 20,200 HLTH CORPORATION COM 40422Y101 121,380 8,308,015 SH SOLE 8,308,015 HOLOGIC INC COM 436440101 21,857 1,337,638 SH SOLE 1,337,638 HILLTOP HOLDINGS INC COM 432748101 4,193 342,035 SH SOLE 342,035 INTEROIL CORP COM 460951106 32,799 835,000 SH SOLE 835,000 KRAFT FOODS INC CL A 50075N104 13,846 527,049 SH SOLE 527,049 COCA COLA CO COM 191216100 104,677 1,949,300 SH SOLE 1,949,300 MBIA INC COM 55262C100 2,261 291,400 SH SOLE 291,400 MAIDEN HOLDINGS LTD SHS G5753U112 40,985 5,637,576 SH SOLE 5,637,576 MONSANTO CO NEW COM 61166W101 31,502 407,000 SH SOLE 407,000 OCWEN FINL CORP COM NEW 675746309 1,279 113,000 SH SOLE 113,000 PROCTER & GAMBLE CO COM 742718109 38,285 661,000 SH SOLE 661,000 PHI INC COM VTG 69336T106 5,178 249,532 SH SOLE 249,532 PHI INC COM NON VTG 69336T205 696 34,300 SH SOLE 34,300 PHILIP MORRIS INTL INC COM 718172109 125,023 2,565,100 SH SOLE 2,565,100 PLAINS EXPL& PRODTN CO COM 726505100 23,511 850,000 SH SOLE 850,000 RANGE RES CORP COM 75281A109 15,269 309,331 SH SOLE 309,331 ECHOSTAR CORP CL A 278768106 32,654 1,768,898 SH SOLE 1,768,898 STARBUCKS CORP COM 855244109 45,007 2,179,500 SH SOLE 2,179,500 SMITHFIELD FOODS INC COM 832248108 10,237 741,800 SH SOLE 741,800 SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 2,674 214,418 SH SOLE 214,418 STAAR SURGICAL CO COM PAR $0.01 852312305 879 215,400 SH SOLE 215,400 SOUTHERN UN CO NEW COM 844030106 127,871 6,150,600 SH SOLE 6,150,600 TEKELEC COM 879101103 101,802 6,196,100 SH SOLE 6,196,100 TEXAS INSTRS INC COM 882508104 6,804 287,200 SH SOLE 287,200 UNION PAC CORP COM 907818108 24,040 412,000 SH SOLE 412,000 WELLS FARGO & CO NEW COM 949746101 1,711 60,700 SH SOLE 60,700 WILLIAMS COS INC DEL COM 969457100 42,200 2,361,500 SH SOLE 2,361,500 BERKLEY W R CORP COM 084423102 6,518 257,850 SH SOLE 257,850 VALUE TOTAL ENTRY TOTAL - ----------- ----------- 1,615,373 49
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