0000919574-22-003334.txt : 20220516 0000919574-22-003334.hdr.sgml : 20220516 20220513194650 ACCESSION NUMBER: 0000919574-22-003334 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220513 EFFECTIVENESS DATE: 20220516 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: 22924778 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 03-31-2022 03-31-2022 false COBALT CAPITAL MANAGEMENT, INC.

636 MORRIS TURNPIKE SUITE 3B SHORT HILLS NJ 07078

13F HOLDINGS REPORT 028-04967 N Wayne Cooperman 212-808-3756 /s/ Wayne Cooperman Short Hills NJ 05-13-2022 1 40 331055 1 0000937073 028-10572 COBALT PARTNERS, L.P. INFORMATION TABLE 2 infotable.xml ACTIVISION BLIZZARD INC COM 00507V109 1843 23000 SH SOLE 1 23000 0 0 ALPHABET INC CAP STK CL C 02079K107 13965 5000 SH SOLE 1 5000 0 0 ANTERO RESOURCES CORP COM 03674X106 27782 910000 SH SOLE 1 910000 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 24796 400000 SH SOLE 1 400000 0 0 APPLIED MATLS INC COM 038222105 3295 25000 SH SOLE 1 25000 0 0 ARCH RESOURCES INC CL A 03940R107 5770 42000 SH SOLE 1 42000 0 0 ARCHAEA ENERGY INC COM CL A 03940F103 2412 110000 SH SOLE 1 110000 0 0 BERRY GLOBAL GROUP INC COM 08579W103 4057 70000 SH SOLE 1 70000 0 0 BLUE APRON HLDGS INC CL A NEW 09523Q200 201 49644 SH SOLE 1 49644 0 0 BOA ACQUISITION CORP UNIT 99/99/9999 05601A208 4985 500000 SH SOLE 1 500000 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 6777 105000 SH SOLE 1 105000 0 0 CAESARS ENTERTAINMENT INC NE COM 12769G100 11604 150000 SH SOLE 1 150000 0 0 CHESAPEAKE ENERGY CORP COM 165167735 23490 270000 SH SOLE 1 270000 0 0 CIGNA CORP NEW COM 125523100 10303 43000 SH SOLE 1 43000 0 0 CLARIVATE PLC ORD SHS G21810109 7969 475500 SH SOLE 1 475500 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 5936 150000 SH SOLE 1 150000 0 0 DEVON ENERGY CORP NEW COM 25179M103 1951 33000 SH SOLE 1 33000 0 0 EQT CORP COM 26884L109 10323 300000 SH SOLE 1 300000 0 0 FIRST CTZNS BANCSHARES INC N CL A 31946M103 666 1000 SH SOLE 1 1000 0 0 GOLAR LNG LTD SHS G9456A100 19824 800000 SH SOLE 1 800000 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 2476 7500 SH SOLE 1 7500 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 4008 200000 SH SOLE 1 200000 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 8204 115000 SH SOLE 1 115000 0 0 HERTZ GLOBAL HLDGS INC COM NEW 42806J700 13290 600000 SH SOLE 1 600000 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 5201 40000 SH SOLE 1 40000 0 0 JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106 2250 250000 SH SOLE 1 250000 0 0 KB HOME COM 48666K109 9040 279200 SH SOLE 1 279200 0 0 LENNAR CORP CL A 526057104 5682 70000 SH SOLE 1 70000 0 0 LITHIA MTRS INC COM 536797103 4052 13500 SH SOLE 1 13500 0 0 MGIC INVT CORP WIS COM 552848103 813 60000 SH SOLE 1 60000 0 0 MICRON TECHNOLOGY INC COM 595112103 3505 45000 SH SOLE 1 45000 0 0 MR COOPER GROUP INC COM 62482R107 20552 450000 SH SOLE 1 450000 0 0 NUTRIEN LTD COM 67077M108 1560 15000 SH SOLE 1 15000 0 0 ROBINHOOD MKTS INC COM CL A 770700102 1824 135000 SH SOLE 1 135000 0 0 SPDR GOLD TR GOLD SHS 78463V107 36130 200000 SH SOLE 1 200000 0 0 SPIRIT AIRLS INC COM 848577102 1528 69887 SH SOLE 1 69887 0 0 TOLL BROTHERS INC COM 889478103 11755 250000 SH SOLE 1 250000 0 0 UBER TECHNOLOGIES INC COM 90353T100 6422 180000 SH SOLE 1 180000 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 1174 30000 SH SOLE 1 30000 0 0 XPO LOGISTICS INC COM 983793100 3640 50000 SH SOLE 1 50000 0 0