0000950123-14-012290.txt : 20141114 0000950123-14-012290.hdr.sgml : 20141114 20141114163243 ACCESSION NUMBER: 0000950123-14-012290 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141114 DATE AS OF CHANGE: 20141114 EFFECTIVENESS DATE: 20141114 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: 141224733 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 09-30-2014 09-30-2014 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 $3.64 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING KINDER MORGAN INC SHARES WAS $38.34. JOSEPH SIGNORILE 203-862-5800 /s/ JOSEPH SIGNORILE GREENWICH CT 11-14-2014 0 32 4532162 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F AGILENT TECHNOLOGIES INC COM 00846U101 64444 1131000 SH SOLE 1131000 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 507545 9395500 SH SOLE 9395500 0 0 ARDMORE SHIPPING CORP COM Y0207T100 10791 990000 SH SOLE 990000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 628652 7855200 SH SOLE 7855200 0 0 CONSTELLATION BRANDS INC CL A 21036P108 599722 6880700 SH SOLE 6880700 0 0 DORIAN LPG LTD SHS USD Y2106R110 142824 8014837 SH SOLE 8014837 0 0 DREAMWORKS ANIMATION SKG INC CL A 26153C103 15953 585000 SH SOLE 585000 0 0 ECHOSTAR CORP CL A 278768106 83818 1719000 SH SOLE 1719000 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 183850 2603000 SH SOLE 2603000 0 0 EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 11870 500000 SH SOLE 500000 0 0 GT ADVANCED TECHNOLOGIES INC PUT 36191U956 5412 499700 SH SOLE 499700 0 0 JUNIPER NETWORKS INC COM 48203R104 11075 500000 SH SOLE 500000 0 0 KINDER MORGAN INC DEL *W EXP 05/25/2017 49456B119 33790 9283000 SH SOLE 9283000 0 0 LEUCADIA NATL CORP COM 527288104 63128 2648000 SH SOLE 2648000 0 0 LIBERTY MEDIA CORP DELAWARE CL A 531229102 29063 616000 SH SOLE 616000 0 0 LIBERTY MEDIA CORP DELAWARE COM SER C 531229300 57892 1232000 SH SOLE 1232000 0 0 LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 31188 920000 SH SOLE 920000 0 0 MASCO CORP COM 574599106 138975 5810000 SH SOLE 5810000 0 0 MICROSOFT CORP COM 594918104 291141 6280000 SH SOLE 6280000 0 0 NATIONAL GEN HLDGS CORP COM 636220303 45603 2700000 SH SOLE 2700000 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 4940 50000 SH SOLE 50000 0 0 SANDISK CORP COM 80004C101 612236 6250500 SH SOLE 6250500 0 0 SCORPIO TANKERS INC SHS Y7542C106 2410 290000 SH SOLE 290000 0 0 SEACOR HOLDINGS INC COM 811904101 1070 14307 SH SOLE 14307 0 0 SIRIUS XM HLDGS INC COM 82968B103 43911 12582000 SH SOLE 12582000 0 0 SUNEDISON INC COM 86732Y109 15280 809300 SH SOLE 809300 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 22063 956350 SH SOLE 956350 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 222954 6502000 SH SOLE 6502000 0 0 VERIFONE SYS INC COM 92342Y109 5501 160000 SH SOLE 160000 0 0 VISA INC COM CL A 92826C839 209956 984000 SH SOLE 984000 0 0 WALGREEN CO COM 931422109 239271 4036973 SH SOLE 4036973 0 0 WEBMD HEALTH CORP COM 94770V102 195834 4683900 SH SOLE 4683900 0 0