0000919574-24-001096.txt : 20240214 0000919574-24-001096.hdr.sgml : 20240214 20240213174057 ACCESSION NUMBER: 0000919574-24-001096 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COBALT CAPITAL MANAGEMENT, INC. CENTRAL INDEX KEY: 0001086762 ORGANIZATION NAME: 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: 24630413 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 X0202 13F-HR LIVE false true false 0001086762 XXXXXXXX 12-31-2023 12-31-2023 false COBALT CAPITAL MANAGEMENT, INC.

636 MORRIS TURNPIKE SUITE 3B SHORT HILLS NJ 07078

13F HOLDINGS REPORT 028-04967 000157543 801-74012 N Wayne Cooperman 212-808-3756 /s/ Wayne Cooperman Short Hills NJ 02-13-2024 1 26 287232171 1 0000937073 028-10572 COBALT PARTNERS, L.P. INFORMATION TABLE 2 infotable.xml AERCAP HOLDINGS NV SHS N00985106 28510192 383614 SH SOLE 1 383614 0 0 AIR LEASE CORP CL A 00912X302 53337489 1271757 SH SOLE 1 1271757 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 931900 10000 SH SOLE 1 10000 0 0 AUTONATION INC COM 05329W102 2252700 15000 SH SOLE 1 15000 0 0 AVIS BUDGET GROUP COM 053774105 2658900 15000 SH SOLE 1 15000 0 0 BANK AMERICA CORP COM 060505104 3367000 100000 SH SOLE 1 100000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 17071000 100000 SH SOLE 1 100000 0 0 CRH PLC ORD G25508105 15215200 220000 SH SOLE 1 220000 0 0 FTAI AVIATION LTD SHS G3730V105 13920000 300000 SH SOLE 1 300000 0 0 GENERAL MTRS CO COM 37045V100 4490000 125000 SH SOLE 1 125000 0 0 GOLAR LNG LTD SHS G9456A100 12069750 525000 SH SOLE 1 525000 0 0 HUMANA INC COM 444859102 2289050 5000 SH SOLE 1 5000 0 0 KKR & CO INC COM 48251W104 12427500 150000 SH SOLE 1 150000 0 0 LEAR CORP COM NEW 521865204 10590750 75000 SH SOLE 1 75000 0 0 MR COOPER GROUP INC COM 62482R107 1041920 16000 SH SOLE 1 16000 0 0 NUTRIEN LTD COM 67077M108 1689900 30000 SH SOLE 1 30000 0 0 NVIDIA CORPORATION COM 67066G104 2971320 6000 SH SOLE 1 6000 0 0 PACIRA BIOSCIENCES INC COM 695127100 3036600 90000 SH SOLE 1 90000 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 10132000 745000 SH SOLE 1 745000 0 0 SEADRILL 2021 LTD COM G7997W102 2836800 60000 SH SOLE 1 60000 0 0 SPDR GOLD TR GOLD SHS 78463V107 57351000 300000 SH SOLE 1 300000 0 0 SUMMIT MATLS INC CL A 86614U100 1538400 40000 SH SOLE 1 40000 0 0 THE CIGNA GROUP COM 125523100 2395600 8000 SH SOLE 1 8000 0 0 UNITED AIRLS HLDGS INC COM 910047109 8252000 200000 SH SOLE 1 200000 0 0 VERMILION ENERGY INC COM 923725105 1447200 120000 SH SOLE 1 120000 0 0 VISTRA CORP COM 92840M102 15408000 400000 SH SOLE 1 400000 0 0