0000950123-20-005333.txt : 20200515 0000950123-20-005333.hdr.sgml : 20200515 20200515160019 ACCESSION NUMBER: 0000950123-20-005333 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200515 DATE AS OF CHANGE: 20200515 EFFECTIVENESS DATE: 20200515 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: 20884739 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 03-31-2020 03-31-2020 KENSICO CAPITAL MANAGEMENT CORP

55 RAILROAD AVENUE 2ND FLOOR GREENWICH CT 06830

13F HOLDINGS REPORT 028-10067 N GINO LABRUZZO 203-862-5800 /s/ GINO LABRUZZO GREENWICH CT 05-15-2020 0 26 3659167 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F ALPHABET INC CAP STK CL A 02079K305 24401 21000 SH SOLE 21000 0 0 ALPHABET INC CAP STK CL C 02079K107 17442 15000 SH SOLE 15000 0 0 ARAMARK COM 03852U106 140489 7035000 SH SOLE 7035000 0 0 ARCONIC INC COM 03965L100 194246 12095000 SH SOLE 12095000 0 0 CENTENNIAL RESOURCE DEV INC CL A 15136A102 727 2764500 SH SOLE 2764500 0 0 CHENIERE ENERGY INC COM NEW 16411R208 246728 7365000 SH SOLE 7365000 0 0 CIGNA CORP NEW COM 125523100 239725 1353000 SH SOLE 1353000 0 0 CONSTELLATION BRANDS INC CL A 21036P108 586185 4088900 SH SOLE 4088900 0 0 DISNEY WALT CO COM DISNEY 254687106 101430 1050000 SH SOLE 1050000 0 0 DORIAN LPG LTD SHS USD Y2106R110 69809 8014837 SH SOLE 8014837 0 0 EQUITRANS MIDSTREAM CORPORAT COM 294600101 47632 9469500 SH SOLE 9469500 0 0 FACEBOOK INC CL A 30303M102 36696 220000 SH SOLE 220000 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 59604 490000 SH SOLE 490000 0 0 FISERV INC COM 337738108 290080 3053800 SH SOLE 3053800 0 0 HUBSPOT INC COM 443573100 19979 150000 SH SOLE 150000 0 0 IHS MARKIT LTD SHS G47567105 22500 375000 SH SOLE 375000 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 217977 1965000 SH SOLE 1965000 0 0 IQVIA HLDGS INC COM 46266C105 14777 137000 SH SOLE 137000 0 0 MEDTRONIC PLC SHS G5960L103 22094 245000 SH SOLE 245000 0 0 MICROSOFT CORP COM 594918104 495367 3141000 SH SOLE 3141000 0 0 PTC INC COM 69370C100 100384 1640000 SH SOLE 1640000 0 0 SEALED AIR CORP NEW COM 81211K100 163679 6624000 SH SOLE 6624000 0 0 ULTA BEAUTY INC COM 90384S303 35140 200000 SH SOLE 200000 0 0 VISA INC COM CL A 92826C839 427081 2650700 SH SOLE 2650700 0 0 WYNN RESORTS LTD COM 983134107 12098 201000 SH SOLE 201000 0 0 YUM CHINA HLDGS INC COM 98850P109 72897 1710000 SH SOLE 1710000 0 0