0000919574-16-010370.txt : 20160212 0000919574-16-010370.hdr.sgml : 20160212 20160212162326 ACCESSION NUMBER: 0000919574-16-010370 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20151231 FILED AS OF DATE: 20160212 DATE AS OF CHANGE: 20160212 EFFECTIVENESS DATE: 20160212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COBALT CAPITAL MANAGEMENT INC CENTRAL INDEX KEY: 0001086762 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04967 FILM NUMBER: 161419530 BUSINESS ADDRESS: STREET 1: 636 MORRIS TURNPIKE STREET 2: SUITE 2B CITY: SHORT HILLS STATE: NJ ZIP: 07078 BUSINESS PHONE: 212-808-3756 MAIL ADDRESS: STREET 1: 636 MORRIS TURNPIKE STREET 2: SUITE 2B CITY: SHORT HILLS STATE: NJ ZIP: 07078 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001086762 XXXXXXXX 12-31-2015 12-31-2015 false COBALT CAPITAL MANAGEMENT INC

636 MORRIS TURNPIKE SUITE 2B SHORT HILLS NJ 07078

13F HOLDINGS REPORT 028-04967 N Thomas Laug 212-808-3756 /s/ Thomas Laug Short Hills NJ 02-12-2016 3 53 779639 1 0001456088 028-13397 COBALT OFFSHORE MASTER FUND LP 2 0000937073 028-10572 COBALT PARTNERS LP 3 0001175912 028-12326 COBALT PARTNERS II LP INFORMATION TABLE 2 infotable.xml ACE LTD SHS H0023R105 14863 127200 SH SOLE 1, 2, 3 127200 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 3010 20000 SH SOLE 1, 2, 3 20000 0 0 AERCAP HOLDINGS NV SHS N00985106 18423 426853 SH SOLE 1, 2, 3 426853 0 0 AETNA INC NEW COM 00817Y108 16110 149002 SH SOLE 1, 2, 3 149002 0 0 ALLERGAN PLC SHS G0177J108 39299 125758 SH SOLE 1, 2, 3 125758 0 0 ALPHABET INC CAP STK CL C 02079K107 36199 47700 SH SOLE 1, 2, 3 47700 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 1946 31400 SH SOLE 1, 2, 3 31400 0 0 ANTHEM INC COM 036752103 24324 174438 SH SOLE 1, 2, 3 174438 0 0 ASSURED GUARANTY LTD COM G0585R106 23711 897124 SH SOLE 1, 2, 3 897124 0 0 AUTONATION INC COM 05329W102 28529 478197 SH SOLE 1, 2, 3 478197 0 0 BAXTER INTL INC COM 071813109 6943 182000 SH SOLE 1, 2, 3 182000 0 0 BLACKSTONE MTG TR INC COM CL A 09257W100 17234 644038 SH SOLE 1, 2, 3 644038 0 0 BOSTON SCIENTIFIC CORP COM 101137107 32307 1752000 SH SOLE 1, 2, 3 1752000 0 0 CALPINE CORP COM NEW 131347304 18466 1276155 SH SOLE 1, 2, 3 1276155 0 0 CF INDS HLDGS INC COM 125269100 8244 202000 SH SOLE 1, 2, 3 202000 0 0 CIGNA CORPORATION COM 125509109 24928 170355 SH SOLE 1, 2, 3 170355 0 0 COLONY CAP INC CL A 19624R106 43957 2256502 SH SOLE 1, 2, 3 2256502 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 46486 917068 SH SOLE 1, 2, 3 917068 0 0 DIAMOND RESORTS INTL INC COM 25272T104 9078 355854 SH SOLE 1, 2, 3 355854 0 0 DOW CHEM CO COM 260543103 21107 410000 SH SOLE 1, 2, 3 410000 0 0 E TRADE FINANCIAL CORP COM NEW 269246401 30709 1036077 SH SOLE 1, 2, 3 1036077 0 0 ENDO INTL PLC SHS G30401106 3183 52000 SH SOLE 1, 2, 3 52000 0 0 EOG RES INC COM 26875P101 15751 222500 SH SOLE 1, 2, 3 222500 0 0 FEDEX CORP COM 31428X106 23217 155830 SH SOLE 1, 2, 3 155830 0 0 GENER8 MARITIME INC COM Y26889108 1779 188217 SH SOLE 1, 2, 3 188217 0 0 GNC HLDGS INC COM CL A 36191G107 3350 108000 SH SOLE 1, 2, 3 108000 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 8182 45400 SH SOLE 1, 2, 3 45400 0 0 HALLIBURTON CO COM 406216101 5753 169000 SH SOLE 1, 2, 3 169000 0 0 HARTFORD FINL SVCS GROUP INC COM 416515104 14959 344200 SH SOLE 1, 2, 3 344200 0 0 INTL PAPER CO COM 460146103 2262 60000 SH SOLE 1, 2, 3 60000 0 0 MAGNA INTL INC COM 559222401 4624 114000 SH SOLE 1, 2, 3 114000 0 0 MBIA INC COM 55262C100 4115 635000 SH SOLE 1, 2, 3 635000 0 0 MFA FINL INC COM 55272X102 7174 1087000 SH SOLE 1, 2, 3 1087000 0 0 MGIC INVT CORP WIS COM 552848103 30761 3483725 SH SOLE 1, 2, 3 3483725 0 0 MENS WEARHOUSE INC COM 587118100 440 30000 SH SOLE 1, 2, 3 30000 0 0 MOSAIC CO NEW COM 61945C103 14491 525229 SH SOLE 1, 2, 3 525229 0 0 PIONEER NAT RES CO COM 723787107 5015 40000 SH SOLE 1, 2, 3 40000 0 0 PPG INDS INC COM 693506107 38626 390876 SH SOLE 1, 2, 3 390876 0 0 RADIAN GROUP INC COM 750236101 17374 1297500 SH SOLE 1, 2, 3 1297500 0 0 SANDISK CORP COM 80004C101 6240 82110 SH SOLE 1, 2, 3 82110 0 0 SOUTHWEST AIRLS CO COM 844741108 10119 235000 SH SOLE 1, 2, 3 235000 0 0 SPIRIT AIRLS INC COM 848577102 2291 57500 SH SOLE 1, 2, 3 57500 0 0 STARWOOD PPTY TR INC COM 85571B105 21832 1061852 SH SOLE 1, 2, 3 1061852 0 0 STEEL DYNAMICS INC COM 858119100 1787 100000 SH SOLE 1, 2, 3 100000 0 0 SUNEDISON INC NOTE 2.000%10/0 86732YAC3 3257 6000000 SH SOLE 1, 2, 3 6000000 0 0 TEEKAY OFFSHORE PARTNERS L P PARTNERSHIP UN Y8565J101 2664 411168 SH SOLE 1, 2, 3 411168 0 0 TEEKAY TANKERS LTD CL A Y8565N102 2972 432044 SH SOLE 1, 2, 3 432044 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 25434 179300 SH SOLE 1, 2, 3 179300 0 0 TRAVELPORT WORLDWIDE LTD SHS G9019D104 7127 552500 SH SOLE 1, 2, 3 552500 0 0 VALEANT PHARMACEUTICALS INTL COM 91911K102 7181 70641 SH SOLE 1, 2, 3 70641 0 0 VALERO ENERGY CORP NEW COM 91913Y100 1400 19800 SH SOLE 1, 2, 3 19800 0 0 WISDOMTREE TR JAPN HEDGE EQT 97717W851 17478 349000 SH SOLE 1, 2, 3 349000 0 0 YAHOO INC COM 984332106 2927 88000 SH SOLE 1, 2, 3 88000 0 0