0000950123-14-006270.txt : 20140515 0000950123-14-006270.hdr.sgml : 20140515 20140515161039 ACCESSION NUMBER: 0000950123-14-006270 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140515 DATE AS OF CHANGE: 20140515 EFFECTIVENESS DATE: 20140515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KENSICO CAPITAL MANAGEMENT CORP CENTRAL INDEX KEY: 0001113000 IRS NUMBER: 134079277 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10067 FILM NUMBER: 14847282 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 primary_doc.xml 13F-HR LIVE false true false 0001113000 XXXXXXXX 03-31-2014 03-31-2014 KENSICO CAPITAL MANAGEMENT CORP

55 RAILROAD AVENUE 2ND FLOOR GREENWICH CT 06830

13F HOLDINGS REPORT 028-10067 Y NOTE: COLUMN 4 FOR THE KINDER MORGAN INC WARRANTS POSITION REFLECTS THE MARKET VALUE OF $1.77 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING KINDER MORGAN INC SHARES WAS $32.49. JOSEPH SIGNORILE 203-862-5800 /s/ JOSEPH SIGNORILE GREENWICH CT 05-15-2014 0 33 4399087 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F AGILENT TECHNOLOGIES INC COM 00846U101 70459 1260000 SH SOLE 1260000 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 529226 10582400 SH SOLE 10582400 0 0 ARDMORE SHIPPING CORP COM Y0207T100 14962 1125000 SH SOLE 1125000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 447305 8081400 SH SOLE 8081400 0 0 CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 5398 250000 SH SOLE 250000 0 0 CONSTELLATION BRANDS INC CL A 21036P108 596914 7025000 SH SOLE 7025000 0 0 DOLLAR TREE INC COM 256746108 49400 946728 SH SOLE 946728 0 0 DREAMWORKS ANIMATION SKG INC CL A 26153C103 4195 158000 SH SOLE 158000 0 0 DYNAGAS LNG PARTNERS LP COM UNIT LTD PT Y2188B108 1365 63000 SH SOLE 63000 0 0 ECHOSTAR CORP CL A 278768106 95325 2004300 SH SOLE 2004300 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 279147 3717500 SH SOLE 3717500 0 0 KINDER MORGAN INC DEL *W EXP 05/25/2017 49456B119 16765 9471500 SH SOLE 9471500 0 0 LEUCADIA NATL CORP COM 527288104 21000 750000 SH SOLE 750000 0 0 LIBERTY MEDIA CORP DELAWARE CL A 531229102 126024 964000 SH SOLE 964000 0 0 MICROSOFT CORP COM 594918104 221346 5400000 SH SOLE 5400000 0 0 NATIONAL GEN HLDGS CORP COM 636220303 42112 3008000 SH SOLE 3008000 0 0 NEWS CORP NEW CL A 65249B109 12190 707925 SH SOLE 707925 0 0 NOBLE CORP PLC SHS USD G65431101 83814 2560000 SH SOLE 2560000 0 0 PHILIP MORRIS INTL INC COM 718172109 99472 1215000 SH SOLE 1215000 0 0 PLAINS GP HLDGS L P SHS A REP LTPN 72651A108 27980 1000000 SH SOLE 1000000 0 0 RUBICON TECHNOLOGY INC COM 78112T107 564 50000 SH SOLE 50000 0 0 SANDISK CORP COM 80004C101 542755 6685000 SH SOLE 6685000 0 0 SCORPIO TANKERS INC SHS Y7542C106 98576 9887300 SH SOLE 9887300 0 0 SEACOR HOLDINGS INC COM 811904101 2844 32907 SH SOLE 32907 0 0 SIRIUS XM HLDGS INC COM 82968B103 38400 12000000 SH SOLE 12000000 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 69950 3189700 SH SOLE 3189700 0 0 TEMPUR SEALY INTL INC COM 88023U101 10894 215000 SH SOLE 215000 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 225705 7059900 SH SOLE 7059900 0 0 UNITED PARCEL SERVICE INC CL B 911312106 65030 667800 SH SOLE 667800 0 0 UTI WORLDWIDE INC ORD G87210103 45268 4274600 SH SOLE 4274600 0 0 VISA INC COM CL A 92826C839 262291 1215100 SH SOLE 1215100 0 0 WALGREEN CO COM 931422109 80557 1220000 SH SOLE 1220000 0 0 WEBMD HEALTH CORP COM 94770V102 211852 5117187 SH SOLE 5117187 0 0