0000950123-15-006447.txt : 20150515 0000950123-15-006447.hdr.sgml : 20150515 20150515160315 ACCESSION NUMBER: 0000950123-15-006447 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150515 DATE AS OF CHANGE: 20150515 EFFECTIVENESS DATE: 20150515 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: 15869034 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 03-31-2015 03-31-2015 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 $4.10 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING KINDER MORGAN INC SHARES WAS $42.06. JOSEPH SIGNORILE 203-862-5800 /s/ JOSEPH SIGNORILE GREENWICH CT 05-15-2015 0 33 5056379 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F ABENGOA YIELD PLC ORD SHS G00349103 34851 1031700 SH SOLE 1031700 0 0 AIR METHODS CORP PUT 009128957 23295 500000 SH Put SOLE 500000 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 524231 9568000 SH SOLE 9568000 0 0 ARDMORE SHIPPING CORP COM Y0207T100 9026 896300 SH SOLE 896300 0 0 ACTIVISION BLIZZARD INC COM 00507V109 129419 5695000 SH SOLE 5695000 0 0 ARAMARK COM 03852U106 250351 7915000 SH SOLE 7915000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 612373 7911800 SH SOLE 7911800 0 0 CONSTELLATION BRANDS INC CL A 21036P108 782616 6734500 SH SOLE 6734500 0 0 DORIAN LPG LTD SHS USD Y2106R110 104433 8014837 SH SOLE 8014837 0 0 EBAY INC COM 278642103 126394 2191300 SH SOLE 2191300 0 0 ECHOSTAR CORP CL A 278768106 89910 1738400 SH SOLE 1738400 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 228604 2634600 SH SOLE 2634600 0 0 EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 9882 506000 SH SOLE 506000 0 0 HRG GROUP INC COM 40434J100 17472 1400000 SH SOLE 1400000 0 0 JUNIPER NETWORKS INC COM 48203R104 89417 3960000 SH SOLE 3960000 0 0 KINDER MORGAN INC DEL *W EXP 05/25/2017 49456B119 38508 9392300 SH SOLE 9392300 0 0 LEUCADIA NATL CORP COM 527288104 78356 3515300 SH SOLE 3515300 0 0 LIBERTY MEDIA CORP DELAWARE CL A 531229102 24013 622900 SH SOLE 622900 0 0 LIBERTY MEDIA CORP DELAWARE COM SER C 531229300 47605 1246200 SH SOLE 1246200 0 0 MEDASSETS INC COM 584045108 28136 1495000 SH SOLE 1495000 0 0 MICROSOFT CORP COM 594918104 299221 7360000 SH SOLE 7360000 0 0 NATIONAL GEN HLDGS CORP COM 636220303 41662 2227900 SH SOLE 2227900 0 0 SANDISK CORP COM 80004C101 399126 6273600 SH SOLE 6273600 0 0 SCORPIO BULKERS INC SHS Y7546A106 36365 15344000 SH SOLE 15344000 0 0 SCORPIO TANKERS INC SHS Y7542C106 2732 290000 SH SOLE 290000 0 0 SEACOR HOLDINGS INC COM 811904101 997 14307 SH SOLE 14307 0 0 STATE NATL COS INC COM 85711T305 20168 2026900 SH SOLE 2026900 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 24344 956350 SH SOLE 956350 0 0 TEMPUR SEALY INTL INC COM 88023U101 16456 285000 SH SOLE 285000 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 191196 5650000 SH SOLE 5650000 0 0 VISA INC COM CL A 92826C839 260620 3984400 SH SOLE 3984400 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 308961 3648573 SH SOLE 3648573 0 0 WEBMD HEALTH CORP COM 94770V102 205639 4691200 SH SOLE 4691200 0 0