-----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, OxrPFQdHXOCcS0m9i1lGYVeunjKzXi0nnNGsGLQ/myz7MDb2ZvASNJbymoN6mYNj w8lYKL8NryUMl0X5zeC9jw== 0000950123-10-013129.txt : 20100216 0000950123-10-013129.hdr.sgml : 20100215 20100216150430 ACCESSION NUMBER: 0000950123-10-013129 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20091231 FILED AS OF DATE: 20100216 DATE AS OF CHANGE: 20100216 EFFECTIVENESS DATE: 20100216 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: 10606771 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 y82111e13fvhr.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 DECEMBER 31, 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 2/16/2010 - ---------------------------------- ----------------------- ----------------- [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: 48 Form 13F Information Table Value Total: 1,911,454 (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 - ---------------------------- --------------- --------- -------- ---------------- ---------- -------- --------------------- VOTING AUTHORITY TITLE OF VALUE SHARES OR INVESTMENT OTHER --------------------- NAME OF ISSUER CLASS CUSIP (X$1000) PRINCIPAL AMOUNT DISCRETION MANAGERS SOLE SHARED NONE - ---------------------------- --------------- --------- -------- ---------------- ---------- -------- --------- ------ ---- AEGEAN MARINE PETROLEUM NETW SHS Y0017S102 10,085 367,012 SH SOLE 367,012 ARBITRON INC COM 03875Q108 16,184 691,050 SH SOLE 691,050 ATLAS ENERGY INC COM 049298102 20,778 688,683 SH SOLE 688,683 ALLEGHENY ENERGY INC COM 017361106 15,948 679,200 SH SOLE 679,200 IMMUCOR INC COM 452526106 6,578 325,000 SH SOLE 325,000 CIT GROUP INC COM NEW 125581801 16,652 603,100 SH SOLE 603,100 SEACOR HOLDINGS INC COM 811904101 152,945 2,005,840 SH SOLE 2,005,840 COMCAST CORP NEW CL A 20030N101 17,534 1,040,000 SH SOLE 1,040,000 COMCAST CORP NEW CL A SPL 20030N200 27,057 1,690,000 SH SOLE 1,690,000 CYPRESS SEMICONDUCTOR CORP COM 232806109 45,164 4,276,900 SH SOLE 4,276,900 DECKERS OUTDOOR CORP COM 243537107 23,060 226,700 SH SOLE 226,700 E M C CORP MASS COM 268648102 8,789 503,100 SH SOLE 503,100 EXTERRAN HLDGS INC COM 30225X103 20,764 968,000 SH SOLE 968,000 FBR CAPITAL MARKETS CORP COM 30247C301 11,130 1,800,990 SH SOLE 1,800,990 FISERV INC COM 337738108 129,810 2,677,607 SH SOLE 2,677,607 FLOWSERVE CORP COM 34354P105 84,432 893,180 SH SOLE 893,180 GILDAN ACTIVEWEAR INC COM 375916103 36,894 1,513,300 SH SOLE 1,513,300 GREAT PLAINS ENERGY INC COM 391164100 19,330 996,900 SH SOLE 996,900 GREAT PLAINS ENERGY INC UNIT 06/15/2042 391164803 1,340 20,300 SH SOLE 20,300 HOLOGIC INC COM 436440101 14,846 1,023,838 SH SOLE 1,023,838 HILLTOP HOLDINGS INC COM 432748101 8,706 747,949 SH SOLE 747,949 INTEROIL CORP COM 460951106 72,900 949,100 SH SOLE 949,100 KRAFT FOODS INC CL A 50075N104 14,325 527,049 SH SOLE 527,049 COCA COLA CO COM 191216100 103,079 1,808,400 SH SOLE 1,808,400 LIZ CLAIBORNE INC COM 539320101 14,813 2,631,000 SH SOLE 2,631,000 MCDONALDS CORP COM 580135101 65,337 1,046,400 SH SOLE 1,046,400 MAIDEN HOLDINGS LTD SHS G5753U112 42,411 5,793,876 SH SOLE 5,793,876 MONSANTO CO NEW COM 61166W101 100,961 1,235,000 SH SOLE 1,235,000 ONLINE RES CORP COM 68273G101 6,366 1,210,200 SH SOLE 1,210,200 PHI INC COM VTG 69336T106 5,153 249,532 SH SOLE 249,532 PHI INC COM NON VTG 69336T205 321 15,500 SH SOLE 15,500 PHILIP MORRIS INTL INC COM 718172109 121,048 2,511,900 SH SOLE 2,511,900 PENNYMAC MTG INVT TR COM 70931T103 1,758 102,300 SH SOLE 102,300 PLAINS EXPL& PRODTN CO COM 726505100 24,161 873,500 SH SOLE 873,500 RANGE RES CORP COM 75281A109 15,420 309,331 SH SOLE 309,331 ECHOSTAR CORP CL A 278768106 34,836 1,729,692 SH SOLE 1,729,692 STARBUCKS CORP COM 855244109 50,893 2,207,000 SH SOLE 2,207,000 SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 3,390 214,418 SH SOLE 214,418 SUNPOWER CORP COM CL A 867652109 1,973 83,300 SH SOLE 83,300 STAAR SURGICAL CO COM PAR $0.01 852312305 670 215,400 SH SOLE 215,400 SOUTHERN UN CO NEW COM 844030106 143,439 6,318,900 SH SOLE 6,318,900 TEKELEC COM 879101103 101,414 6,637,021 SH SOLE 6,637,021 TEXAS INSTRS INC COM 882508104 7,484 287,200 SH SOLE 287,200 UNION PAC CORP COM 907818108 26,327 412,000 SH SOLE 412,000 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 51,722 2,240,000 SH SOLE 2,240,000 VERISK ANALYTICS INC CL A 92345Y106 1,523 50,300 SH SOLE 50,300 WEBMD HEALTH CORP COM 94770V102 154,345 4,010,000 SH SOLE 4,010,000 WILLIAMS COS INC DEL COM 969457100 57,359 2,721,000 SH SOLE 2,721,000 VALUE TOTAL ENTRY TOTAL - ----------- ----------- 1,911,454 48
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