-----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, M9fryiwqMSFYT+hoBhWfgtY+hixCULS0V8GyHq9faOkC2Zme6kTVZHqP/EjuXdAk 5ZDXeMrUESoJgl1Q/KOELw== 0000950123-10-050390.txt : 20100517 0000950123-10-050390.hdr.sgml : 20100517 20100517161658 ACCESSION NUMBER: 0000950123-10-050390 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100331 FILED AS OF DATE: 20100517 DATE AS OF CHANGE: 20100517 EFFECTIVENESS DATE: 20100517 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: 10838767 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 y84594e13fvhr.txt FORM 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 MARCH 31, 2010 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 5/17/2010 - ---------------------------------- ----------------------- ----------------- [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: 0 Form 13F Information Table Entry Total: 52 Form 13F Information Table Value Total: 2,067,079 (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 574 1,031,700 SH SOLE 1,031,700 AMERICAN COMMERCIAL LINES COM PAR $0.01 025195405 4,074 162,300 SH SOLE 162,300 ARBITRON INC COM 03875Q108 17,160 643,650 SH SOLE 643,650 ATLAS ENERGY INC COM 049298102 12,814 411,753 SH SOLE 411,753 ALLEGHENY ENERGY INC COM 017361106 16,075 698,900 SH SOLE 698,900 CIT GROUP INC COM NEW 125581801 58,759 1,508,200 SH SOLE 1,508,200 SEACOR HOLDINGS INC COM 811904101 149,565 1,854,265 SH SOLE 1,854,265 COMCAST CORP NEW CL A 20030N101 33,351 1,772,100 SH SOLE 1,772,100 COMCAST CORP NEW CL A SPL 20030N200 38,808 2,159,600 SH SOLE 2,159,600 CYPRESS SEMICONDUCTOR CORP COM 232806109 31,479 2,737,300 SH SOLE 2,737,300 DU PONT E I DE NEMOURS & CO COM 263534109 1,839 49,387 SH SOLE 49,387 DECKERS OUTDOOR CORP COM 243537107 21,804 158,000 SH SOLE 158,000 E M C CORP MASS COM 268648102 12,500 692,900 SH SOLE 692,900 EXTERRAN HLDGS INC COM 30225X103 38,126 1,577,410 SH SOLE 1,577,410 FBR CAPITAL MARKETS CORP COM 30247C301 8,447 1,852,490 SH SOLE 1,852,490 FISERV INC COM 337738108 129,657 2,554,307 SH SOLE 2,554,307 FLOWSERVE CORP COM 34354P105 83,133 753,900 SH SOLE 753,900 FEDERAL NATL MTG ASSN COM 313586109 2,127 2,025,304 SH SOLE 2,025,304 GILDAN ACTIVEWEAR INC COM 375916103 15,198 578,100 SH SOLE 578,100 GOLDMAN SACHS GROUP INC COM 38141G104 5,801 33,999 SH SOLE 33,999 GREAT PLAINS ENERGY INC COM 391164100 19,049 1,025,800 SH SOLE 1,025,800 GREAT PLAINS ENERGY INC UNIT 06/15/2042 391164803 1,365 21,500 SH SOLE 21,500 HOLOGIC INC COM 436440101 5,818 313,800 SH SOLE 313,800 HILLTOP HOLDINGS INC COM 432748101 9,048 770,049 SH SOLE 770,049 INTEROIL CORP COM 460951106 50,317 776,500 SH SOLE 776,500 IRON MTN INC COM 462846106 5,485 200,200 SH SOLE 200,200 KRAFT FOODS INC CL A 50075N104 15,938 527,049 SH SOLE 527,049 COCA COLA CO COM 191216100 102,322 1,860,400 SH SOLE 1,860,400 LIBERTY MEDIA CORP NEW CAP COM SER A 53071M302 34,488 948,259 SH SOLE 948,259 LIZ CLAIBORNE INC COM 539320101 21,609 2,908,300 SH SOLE 2,908,300 MBIA INC COM 55262C100 1,827 291,400 SH SOLE 291,400 MCDONALDS CORP COM 580135101 71,817 1,076,400 SH SOLE 1,076,400 MAIDEN HOLDINGS LTD SHS G5753U112 36,950 5,000,000 SH SOLE 5,000,000 ONLINE RES CORP COM 68273G101 5,023 1,246,300 SH SOLE 1,246,300 PHI INC COM VTG 69336T106 5,535 249,532 SH SOLE 249,532 PHI INC COM NON VTG 69336T205 328 15,500 SH SOLE 15,500 PHILIP MORRIS INTL INC COM 718172109 130,536 2,502,600 SH SOLE 2,502,600 PENNYMAC MTG INVT TR COM 70931T103 1,749 105,300 SH SOLE 105,300 PLAINS EXPL& PRODTN CO COM 726505100 19,715 657,400 SH SOLE 657,400 ECHOSTAR CORP CL A 278768106 36,005 1,775,392 SH SOLE 1,775,392 STARBUCKS CORP COM 855244109 51,319 2,114,500 SH SOLE 2,114,500 SARA LEE CORP COM 803111103 16,577 1,190,000 SH SOLE 1,190,000 SUNPOWER CORP COM CL A 867652109 5,107 270,200 SH SOLE 270,200 SOUTHERN UN CO NEW COM 844030106 164,900 6,499,800 SH SOLE 6,499,800 TEKELEC COM 879101103 121,816 6,707,944 SH SOLE 6,707,944 NEUTRAL TANDEM INC COM 64128B108 4,850 303,497 SH SOLE 303,497 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 63,582 2,730,000 SH SOLE 2,730,000 WEBMD HEALTH CORP COM 94770V102 198,210 4,273,600 SH SOLE 4,273,600 WILLIAMS COS INC DEL COM 969457100 131,354 5,686,300 SH SOLE 5,686,300 BERKLEY W R CORP COM 084423102 7,931 304,000 SH SOLE 304,000 EXXON MOBIL CORP COM 30231G102 32,820 490,000 SH SOLE 490,000 YAHOO INC COM 984332106 12,398 750,000 SH SOLE 750,000
VALUE TOTAL ENTRY TOTAL - ----------- ----------- 2,067,079 52
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