0000950123-14-002703.txt : 20140214 0000950123-14-002703.hdr.sgml : 20140214 20140214171227 ACCESSION NUMBER: 0000950123-14-002703 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140214 DATE AS OF CHANGE: 20140214 EFFECTIVENESS DATE: 20140214 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: 14619063 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 12-31-2013 12-31-2013 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 $4.06 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING KINDER MORGAN INC SHARES WAS $36.00
JOSEPH SIGNORILE CHIEF OPERATING OFFICER 203-862-5800 /s/ JOSEPH SIGNORILE GREENWICH CT 02-14-2014 0 35 4417567 false
INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F ABBOTT LABS COM 002824100 39863 1040000 SH SOLE 1040000 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 541171 10600800 SH SOLE 10600800 0 0 ARDMORE SHIPPING CORP COM Y0207T100 15171 975000 SH SOLE 975000 0 0 BANK OF AMERICA CORPORATION COM 060505104 28337 1820000 SH SOLE 1820000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 354990 8232600 SH SOLE 8232600 0 0 CONSTELLATION BRANDS INC CL A 21036P108 494420 7025000 SH SOLE 7025000 0 0 DOLLAR TREE INC COM 256746108 87846 1557000 SH SOLE 1557000 0 0 DYNAGAS LNG PARTNERS LP COM UNIT LTD PT Y2188B108 11275 500000 SH SOLE 500000 0 0 ECHOSTAR CORP CL A 278768106 103045 2072500 SH SOLE 2072500 0 0 ERA GROUP INC COM 26885G109 11597 375800 SH SOLE 375800 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 261117 3717500 SH SOLE 3717500 0 0 GAP INC DEL COM 364760108 21103 540000 SH SOLE 540000 0 0 GOLAR LNG LTD BERMUDA SHS G9456A100 48992 1350000 SH SOLE 1350000 0 0 GT ADVANCED TECHNOLOGIES INC PUT 36191U956 6540 750000 SH Put SOLE 750000 0 0 KINDER MORGAN INC DEL *W EXP 05/25/2017 49456B119 35358 8708800 SH SOLE 8708800 0 0 KINDER MORGAN INC DEL COM 49456B101 127944 3554000 SH SOLE 3554000 0 0 LIBERTY MEDIA CORP DELAWARE CL A 531229102 141178 964000 SH SOLE 964000 0 0 MAIDEN HOLDINGS LTD SHS G5753U112 26888 2460000 SH SOLE 2460000 0 0 MICROSOFT CORP COM 594918104 145041 3875000 SH SOLE 3875000 0 0 NEWS CORP NEW CL A 65249B109 14716 816625 SH SOLE 816625 0 0 NOBLE CORP PLC SHS USD G65431101 85619 2285000 SH SOLE 2285000 0 0 PHILIP MORRIS INTL INC COM 718172109 105863 1215000 SH SOLE 1215000 0 0 PLAINS GP HLDGS L P SHS A REP LTPN 72651A108 37478 1400000 SH SOLE 1400000 0 0 SANDISK CORP COM 80004C101 480730 6815000 SH SOLE 6815000 0 0 SCORPIO TANKERS INC SHS Y7542C106 119274 10116500 SH SOLE 10116500 0 0 SEACOR HOLDINGS INC COM 811904101 3001 32907 SH SOLE 32907 0 0 SIRIUS XM HLDGS INC COM 82968B103 11866 3400000 SH SOLE 3400000 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 84106 4842000 SH SOLE 4842000 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 248367 7059900 SH SOLE 7059900 0 0 UNITED PARCEL SERVICE INC CL B 911312106 122429 1165100 SH SOLE 1165100 0 0 UTI WORLDWIDE INC ORD G87210103 71685 4082300 SH SOLE 4082300 0 0 VISA INC COM CL A 92826C839 270578 1215100 SH SOLE 1215100 0 0 WALGREEN CO COM 931422109 30156 525000 SH SOLE 525000 0 0 WEBMD HEALTH CORP COM 94770V102 202129 5117187 SH SOLE 5117187 0 0 WELLS FARGO & CO NEW COM 949746101 27694 610000 SH SOLE 610000 0 0