0000919574-18-005414.txt : 20180814 0000919574-18-005414.hdr.sgml : 20180814 20180813183222 ACCESSION NUMBER: 0000919574-18-005414 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180814 DATE AS OF CHANGE: 20180813 EFFECTIVENESS DATE: 20180814 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: 181013720 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 06-30-2018 06-30-2018 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 08-13-2018 2 43 448475 1 0001456088 028-13397 COBALT OFFSHORE MASTER FUND LP 2 0000937073 028-10572 COBALT PARTNERS, L.P. INFORMATION TABLE 2 infotable.xml AERCAP HOLDINGS NV SHS N00985106 36598 675869 SH SOLE 1,2 675869 0 0 AETNA INC NEW COM 00817Y108 10313 56200 SH SOLE 1,2 56200 0 0 ANDEAVOR COM 03349M105 6165 47000 SH SOLE 1,2 47000 0 0 APPLIED MATLS INC COM 038222105 20712 448414 SH SOLE 1,2 448414 0 0 ARCH COAL INC CL A 039380407 3608 46000 SH SOLE 1,2 46000 0 0 AVIS BUDGET GROUP COM 053774105 16689 513498 SH SOLE 1,2 513498 0 0 BOEING CO COM 097023105 5200 15500 SH SOLE 1,2 15500 0 0 CENTENNIAL RESOURCE DEV INC CL A 15136A102 2294 127000 SH SOLE 1,2 127000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 7106 109000 SH SOLE 1,2 109000 0 0 CITIGROUP INC COM NEW 172967424 3346 50000 SH SOLE 1,2 50000 0 0 COMSTOCK RES INC NOTE 7.750% 4/0 205768AM6 1063 1079001 SH SOLE 1,2 1079001 0 0 DELEK US HLDGS INC NEW COM 24665A103 9812 195582 SH SOLE 1,2 195582 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 24912 502862 SH SOLE 1,2 502862 0 0 DOWDUPONT INC COM 26078J100 4680 71000 SH SOLE 1,2 71000 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 2780 36000 SH SOLE 1,2 36000 0 0 FIRST DATA CORP NEW COM CL A 32008D106 4185 199937 SH SOLE 1,2 199937 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 5843 519354 SH SOLE 1,2 519354 0 0 GOLAR LNG LTD BERMUDA SHS G9456A100 9927 336975 SH SOLE 1,2 336975 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 11646 52800 SH SOLE 1,2 52800 0 0 GRAFTECH INTL LTD COM 384313508 5806 322728 SH SOLE 1,2 322728 0 0 GULFPORT ENERGY CORP COM NEW 402635304 2209 175771 SH SOLE 1,2 175771 0 0 LENNAR CORP CL A 526057104 26271 500402 SH SOLE 1,2 500402 0 0 MICRON TECHNOLOGY INC COM 595112103 13794 263053 SH SOLE 1,2 263053 0 0 NEW RESIDENTIAL INVT CORP COM NEW 64828T201 1778 101661 SH SOLE 1,2 101661 0 0 NEXSTAR MEDIA GROUP INC CL A 65336K103 12369 168521 SH SOLE 1,2 168521 0 0 NOBLE ENERGY INC COM 655044105 21170 600045 SH SOLE 1,2 600045 0 0 NORFOLK SOUTHERN CORP COM 655844108 11484 76118 SH SOLE 1,2 76118 0 0 NRG ENERGY INC COM NEW 629377508 25980 846268 SH SOLE 1,2 846268 0 0 PATTERSON UTI ENERGY INC COM 703481101 1350 75000 SH SOLE 1,2 75000 0 0 PENN VA CORP NEW COM 70788V102 14730 173514 SH SOLE 1,2 173514 0 0 PUMA BIOTECHNOLOGY INC COM 74587V107 592 10000 SH SOLE 1,2 10000 0 0 RSP PERMIAN INC COM 74978Q105 8506 193228 SH SOLE 1,2 193228 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 39332 331500 SH SOLE 1,2 331500 0 0 STARWOOD PPTY TR INC COM 85571B105 20284 934316 SH SOLE 1,2 934316 0 0 TEEKAY TANKERS LTD CL A Y8565N102 90 77232 SH SOLE 1,2 77232 0 0 TESLA INC COM 88160R101 2401 7000 SH SOLE 1,2 7000 0 0 TRONOX LTD SHS CL A Q9235V101 10716 544537 SH SOLE 1,2 544537 0 0 UNION PAC CORP COM 907818108 8501 60000 SH SOLE 1,2 60000 0 0 UNITED CONTL HLDGS INC COM 910047109 14852 213000 SH SOLE 1,2 213000 0 0 UNITED TECHNOLOGIES CORP COM 913017109 8002 64000 SH SOLE 1,2 64000 0 0 VALERO ENERGY CORP NEW COM 91913Y100 9651 87080 SH SOLE 1,2 87080 0 0 WMIH CORP COM 92936P100 323 241306 SH SOLE 1,2 241306 0 0 WPX ENERGY INC COM 98212B103 1403 77802 SH SOLE 1,2 77802 0 0