0000919574-17-008011.txt : 20171114 0000919574-17-008011.hdr.sgml : 20171114 20171114130712 ACCESSION NUMBER: 0000919574-17-008011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171114 DATE AS OF CHANGE: 20171114 EFFECTIVENESS DATE: 20171114 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: 171200051 BUSINESS ADDRESS: STREET 1: 636 MORRIS TURNPIKE STREET 2: SUITE 3B CITY: SHORT HILLS STATE: NJ ZIP: 07078 BUSINESS PHONE: 212-808-3756 MAIL ADDRESS: STREET 1: 636 MORRIS TURNPIKE STREET 2: SUITE 3B CITY: SHORT HILLS STATE: NJ ZIP: 07078 FORMER COMPANY: FORMER CONFORMED NAME: COBALT CAPITAL MANAGEMENT INC DATE OF NAME CHANGE: 19990622 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001086762 XXXXXXXX 09-30-2017 09-30-2017 false COBALT CAPITAL MANAGEMENT, INC.

636 MORRIS TURNPIKE SUITE 3B SHORT HILLS NJ 07078

13F HOLDINGS REPORT 028-04967 N Thomas Laug 212-808-3756 /s/ Thomas Laug Short Hills NJ 11-14-2017 3 53 728565 1 0001456088 028-13397 COBALT OFFSHORE MASTER FUND LP 2 0000937073 028-10572 COBALT PARTNERS, L.P. 3 0001175912 028-12326 COBALT PARTNERS II, L.P. INFORMATION TABLE 2 infotable.xml AERCAP HOLDINGS NV SHS N00985106 20144 394138 SH SOLE 1,2,3 394138 0 0 AIR LEASE CORP CL A 00912X302 23380 548566 SH SOLE 1,2,3 548566 0 0 ALBEMARLE CORP COM 012653101 6625 48600 SH SOLE 1,2,3 48600 0 0 ALCOA CORP COM 013872106 26951 578092 SH SOLE 1,2,3 578092 0 0 ALPHABET INC CAP STK CL C 02079K107 28009 29203 SH SOLE 1,2,3 29203 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 2375 50000 SH SOLE 1,2,3 50000 0 0 ANADARKO PETE CORP COM 032511107 14362 294000 SH SOLE 1,2,3 294000 0 0 ANDEAVOR COM 03349M105 16783 162700 SH SOLE 1,2,3 162700 0 0 ANTERO RES CORP COM 03674X106 29487 1481756 SH SOLE 1,2,3 1481756 0 0 APPLIED MATLS INC COM 038222105 4949 95000 SH SOLE 1,2,3 95000 0 0 ARCH COAL INC CL A 039380407 25809 359764 SH SOLE 1,2,3 359764 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 4216 69000 SH SOLE 1,2,3 69000 0 0 AVIS BUDGET GROUP COM 053774105 35693 937803 SH SOLE 1,2,3 937803 0 0 CENTENE CORP DEL COM 15135B101 6484 67000 SH SOLE 1,2,3 67000 0 0 CITIGROUP INC COM NEW 172967424 12657 174000 SH SOLE 1,2,3 174000 0 0 COLONY NORTHSTAR INC CL A COM 19625W104 3328 264984 SH SOLE 1,2,3 264984 0 0 COMSTOCK RES INC NOTE 7.750% 4/0 205768AM6 810 1000000 SH SOLE 1,2,3 1000000 0 0 CONSTELLIUM NV CL A N22035104 6191 604000 SH SOLE 1,2,3 604000 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 3199 32000 SH SOLE 1,2,3 32000 0 0 DELL TECHNOLOGIES INC COM CL V 24703L103 12841 166315 SH SOLE 1,2,3 166315 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 21167 438961 SH SOLE 1,2,3 438961 0 0 DOWDUPONT INC COM 26078J100 4292 62000 SH SOLE 1,2,3 62000 0 0 DXC TECHNOLOGY CO COM 23355L106 7085 82498 SH SOLE 1,2,3 82498 0 0 ENSCO PLC SHS CLASS A G3157S106 9992 1673775 SH SOLE 1,2,3 1673775 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 6326 463802 SH SOLE 1,2,3 463802 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 7679 32373 SH SOLE 1,2,3 32373 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 6321 87231 SH SOLE 1,2,3 87231 0 0 HD SUPPLY HLDGS INC COM 40416M105 8014 222189 SH SOLE 1,2,3 222189 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 6595 96000 SH SOLE 1,2,3 96000 0 0 KINDER MORGAN INC DEL COM 49456B101 12109 631322 SH SOLE 1,2,3 631322 0 0 LOCKHEED MARTIN CORP COM 539830109 12132 39100 SH SOLE 1,2,3 39100 0 0 MICRON TECHNOLOGY INC COM 595112103 36459 927000 SH SOLE 1,2,3 927000 0 0 NAVISTAR INTL CORP NEW NOTE 4.500%10/1 63934EAQ1 2090 2000000 SH SOLE 1,2,3 2000000 0 0 NEW MEDIA INVT GROUP INC COM 64704V106 1256 84898 SH SOLE 1,2,3 84898 0 0 NEW RESIDENTIAL INVT CORP COM NEW 64828T201 1990 118961 SH SOLE 1,2,3 118961 0 0 NEWFIELD EXPL CO COM 651290108 4529 152656 SH SOLE 1,2,3 152656 0 0 NORFOLK SOUTHERN CORP COM 655844108 15260 115400 SH SOLE 1,2,3 115400 0 0 ORACLE CORP COM 68389X105 8703 180000 SH SOLE 1,2,3 180000 0 0 PARSLEY ENERGY INC CL A 701877102 14840 563401 SH SOLE 1,2,3 563401 0 0 PATTERSON UTI ENERGY INC COM 703481101 24070 1149474 SH SOLE 1,2,3 1149474 0 0 PEABODY ENERGY CORP NEW COM 704551100 17729 611150 SH SOLE 1,2,3 611150 0 0 PROSHARES TR PSHS ULTSH 20YRS 74347B201 14232 400000 SH SOLE 1,2,3 400000 0 0 RANGE RES CORP COM 75281A109 2153 110000 SH SOLE 1,2,3 110000 0 0 RICE ENERGY INC COM 762760106 45087 1557933 SH SOLE 1,2,3 1557933 0 0 ROCKWELL COLLINS INC COM 774341101 1307 10000 SH SOLE 1,2,3 10000 0 0 SILVER RUN ACQUISITION UNIT 99/99/9999 82812A202 4374 408000 SH SOLE 1,2,3 408000 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 69799 574100 SH SOLE 1,2,3 574100 0 0 STARWOOD PPTY TR INC COM 85571B105 20293 934316 SH SOLE 1,2,3 934316 0 0 UNITED RENTALS INC COM 911363109 3954 28500 SH SOLE 1,2,3 28500 0 0 VENATOR MATLS PLC SHS G9329Z100 8229 364137 SH SOLE 1,2,3 364137 0 0 WISDOMTREE TR JAPN HEDGE EQT 97717W851 27459 502000 SH SOLE 1,2,3 502000 0 0 WPX ENERGY INC COM 98212B103 3404 296000 SH SOLE 1,2,3 296000 0 0 XPO LOGISTICS INC COM 983793100 15343 226358 SH SOLE 1,2,3 226358 0 0