-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, DJ0WUJpJ93v0HI/sUrPS4dKbJY8+kf4DV74kL/zjVjPqhk/O5YV+0f1E1fCmybG5 I0SK6nOWnOVQD0bK4MORpA== 0000950123-09-008980.txt : 20090515 0000950123-09-008980.hdr.sgml : 20090515 20090515165154 ACCESSION NUMBER: 0000950123-09-008980 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090331 FILED AS OF DATE: 20090515 DATE AS OF CHANGE: 20090515 EFFECTIVENESS DATE: 20090515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KENSICO CAPITAL MANAGEMENT CORP CENTRAL INDEX KEY: 0001113000 IRS NUMBER: 134079277 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10067 FILM NUMBER: 09834052 BUSINESS ADDRESS: STREET 1: 55 RAILROAD AVENUE STREET 2: 2ND FLOOR CITY: GREENWICH STATE: CT ZIP: 06830 BUSINESS PHONE: 203-862-5800 MAIL ADDRESS: STREET 1: 55 RAILROAD AVENUE STREET 2: 2ND FLOOR CITY: GREENWICH STATE: CT ZIP: 06830 13F-HR 1 y77288e13fvhr.txt FORM 13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended MARCH 31, 2009 Check here if Amendment [ ]; Amendment Number: ________ This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries Institutional Investment Manager Filing this Report: Name: KENSICO CAPITAL MANAGEMENT CORP Address: 55 RAILROAD AVENUE 2ND FLOOR GREENWICH, CT 06830 Form 13F File Number: 28-10067 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: JOSEPH SIGNORILE Title: CHIEF OPERATING OFFICER Phone: (203) 860-5800 Signature, Place, and Date of Signing: /s/ Joseph Signorile GREENWICH, CT 5/15/09 - ---------------------------------- ----------------------- ----------------- [Signature] [City, State] [Date] Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this manager; [If there are no entries in this list, omit this section.] Form 13F File Number Name - -------------------- ---- 28- __________________ __________________________________________ [Repeat as necessary.] FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: __________ Form 13F Information Table Entry Total: 36 Form 13F Information Table Value Total: 904,105 (thousands) List of Other Included Managers: NONE [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. No. Form 13F File Number Name - --- -------------------- ---- ___ 28- ________________ ______________________________________
COLUMN 8 COLUMN 2 COLUMN 5 COLUMN 6 COLUMN 7 VOTING AUTHORITY COLUMN 1 TITLE OF COLUMN 3 COLUMN 4 SHARES OR INVESTMENT OTHER --------------------- NAME OF ISSUER CLASS CUSIP VALUE PRINCIPAL AMOUNT DISCRETION MANAGERS SOLE SHARED NONE - ----------------------------------- ----------- --------- ----------- -------------------- ---------- -------- --------- ------ ---- AMBAC FINL GRP ORD COM 023139108 804,726 1,031,700 SH SOLE 1,031,700 AEGEAN MARINE PETROLEUM NETWORK ORD SHS Y0017S102 457,275 27,300 SH SOLE 27,300 ARBITRON INC ORD COM 03875Q108 6,379,250 425,000 SH SOLE 425,000 ATLAS AMERICA STK COM 049167109 7,603,601 868,983 SH SOLE 868,983 ALLEGHENY ENERGY ORD COM 017361106 15,060,500 650,000 SH SOLE 650,000 BANK UNITED STK A CL A 06652B103 39,882 173,400 SH SOLE 173,400 CA ORD COM 12673P105 16,817,550 955,000 SH SOLE 955,000 SEACOR HOLDINGS ORD COM 811904101 110,441,472 1,894,040 SH SOLE 1,894,040 COHERENT ORD COM 192479103 1,014,593 58,817 SH SOLE 58,817 CARLISLE ORD COM 142339100 382,785 19,500 SH SOLE 19,500 CYPRESS SEMI ORD COM 232806109 35,729,352 5,277,600 SH SOLE 5,277,600 DECKERS OUTDOOR STK COM 243537107 12,888,720 243,000 SH SOLE 243,000 DISH NETWORK CORP A CL A 25470M109 36,833,494 3,315,346 SH SOLE 3,315,346 ENDOCARE ORD COM NEW 29264P203 79,151 116,399 SH SOLE 116,399 FBR CAPITAL MARKETS CORP COM 30247C301 4,469,432 1,358,490 SH SOLE 1,358,490 FISERV STK COM 337738108 111,644,130 3,062,099 SH SOLE 3,062,099 FLOWSERVE ORD COM 34354P105 47,420,278 844,980 SH SOLE 844,980 FEDERAL NATL MTG ASSN COM 313586109 1,417,713 2,025,304 SH SOLE 2,025,304 GILDAN ACTIVEWEAR ORD COM 375916103 21,384,000 2,640,000 SH SOLE 2,640,000 HLTH CORPORATION ORDINARY COM 40422Y101 22,628,309 2,186,310 SH SOLE 2,186,310 KRAFT FOODS A ORD CL A 50075N104 11,747,922 527,049 SH SOLE 527,049 COCA-COLA CO ORD COM 191216100 21,096,000 480,000 SH SOLE 480,000 MAIDEN HOLDINGS ORD SHS G5753U112 18,363,167 4,108,091 SH SOLE 4,108,091 MICROSOFT ORDINARY COM 594918104 24,983,200 1,360,000 SH SOLE 1,360,000 PHI ORD COM VTG 69336T106 3,278,850 249,532 SH SOLE 249,532 PHILIP MORRIS INTERNATIONAL ORD COM 718172109 81,656,100 2,295,000 SH SOLE 2,295,000 RANGE RESOURCES ORD COM 75281A109 20,991,600 510,000 SH SOLE 510,000 ECHOSTAR CORP CL A 278768106 25,851,626 1,743,198 SH SOLE 1,743,198 SUNPOWER CORP CLASS B COM CL B 867652307 3,924,360 198,200 SH SOLE 198,200 STAR SCIENTIFIC ORD COM 85517P101 1,070,000 250,000 SH SOLE 250,000 SOUTHERN UNION ORD COM 844030106 85,426,816 5,612,800 SH SOLE 5,612,800 TEKELEC ORD COM 879101103 83,498,234 6,311,280 SH SOLE 6,311,280 TEXAS INSTRUMENT ORD COM 882508104 4,741,672 287,200 SH SOLE 287,200 UNION PACIFIC ORD COM 907818108 35,720,561 868,902 SH SOLE 868,902 WELLS FARGO ORD COM 949746101 6,408,627 450,044 SH SOLE 450,044 WILLIAMS ORD COM 969457100 21,849,600 1,920,000 SH SOLE 1,920,000
VALUE TOTAL ENTRY TOTAL - ----------- ----------- 904,104,548 36
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