13F-HR 1 y78852e13fvhr.txt FORM 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended JUNE 30, 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 8/14/09 ---------------------------------- ----------------------- ----------------- [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: 41 Form 13F Information Table Value Total: 1,319,990 (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 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ---------------------------- --------------- --------- -------- ------------- ---------- -------- --------------------- SHARES OR VOTING AUTHORITY TITLE OF VALUE PRINCIPAL INVESTMENT OTHER --------------------- NAME OF ISSUER CLASS CUSIP (X$1000) AMOUNT DISCRETION MANAGERS SOLE SHARED NONE ---------------------------- --------------- --------- -------- --------- --- ---------- -------- --------- ------ ---- AMBAC FINL GROUP INC COM 023139108 949 1,031,700 SH SOLE 1,031,700 AEGEAN MARINE PETROLEUM NETW SHS Y0017S102 5,552 367,712 SH SOLE 367,712 ARBITRON INC COM 03875Q108 9,683 609,350 SH SOLE 609,350 ATLAS AMER INC COM 049167109 15,529 868,983 SH SOLE 868,983 ALLEGHENY ENERGY INC COM 017361106 16,673 650,000 SH SOLE 650,000 BERKSHIRE HATHAWAY INC DEL CL B 084670207 3,214 1,110 SH SOLE 1,110 CA ORD COM 12673P105 11,153 639,900 SH SOLE 639,900 SEACOR HOLDINGS INC COM 811904101 142,508 1,894,040 SH SOLE 1,894,040 COHERENT INC COM 192479103 281 13,600 SH SOLE 13,600 CARLISLE COS INC COM 142339100 9,549 397,200 SH SOLE 397,200 CYPRESS SEMICONDUCTOR CORP COM 232806109 45,934 4,992,800 SH SOLE 4,992,800 DECKERS OUTDOOR CORP COM 243537107 15,319 218,000 SH SOLE 218,000 DISH NETWORK CORP CL A 25470M109 56,173 3,465,346 SH SOLE 3,465,346 ENDOCARE INC COM NEW 29264P203 154 116,399 SH SOLE 116,399 FBR CAPITAL MARKETS CORP COM 30247C301 6,540 1,391,490 SH SOLE 1,391,490 FISERV INC COM 337738108 133,262 2,916,007 SH SOLE 2,916,007 FLOWSERVE CORP COM 34354P105 55,498 794,980 SH SOLE 794,980 FEDERAL NATL MTG ASSN COM 313586109 1,175 2,025,304 SH SOLE 2,025,304 FUEL SYS SOLUTIONS INC COM 35952W103 5,681 281,400 SH SOLE 281,400 GILDAN ACTIVEWEAR INC COM 375916103 25,571 1,727,800 SH SOLE 1,727,800 GREAT PLAINS ENERGY INC COM 391164100 8,708 560,000 SH SOLE 560,000 GREAT PLAINS ENERGY INC UNIT 06/15/2042 391164803 1,150 20,000 SH SOLE 20,000 HLTH CORPORATION COM 40422Y101 105,092 8,022,325 SH SOLE 8,022,325 HOLOGIC INC COM 436440101 19,035 1,337,638 SH SOLE 1,337,638 KRAFT FOODS INC CL A 50075N104 13,355 527,049 SH SOLE 527,049 COCA COLA CO COM 191216100 92,458 1,926,600 SH SOLE 1,926,600 MAIDEN HOLDINGS LTD SHS G5753U112 42,028 6,406,676 SH SOLE 6,406,676 PHI INC COM VTG 69336T106 4,966 249,532 SH SOLE 249,532 PHILIP MORRIS INTL INC COM 718172109 110,411 2,531,200 SH SOLE 2,531,200 RANGE RES CORP COM 75281A109 20,324 490,800 SH SOLE 490,800 SAPIENT CORP COM 803062108 164 26,000 SH SOLE 26,000 ECHOSTAR CORP CL A 278768106 27,787 1,743,198 SH SOLE 1,743,198 SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 2,631 214,418 SH SOLE 214,418 STAAR SURGICAL CO COM PAR $0.01 852312305 269 111,435 SH SOLE 111,435 SOUTHERN UN CO NEW COM 844030106 109,380 5,947,800 SH SOLE 5,947,800 TEKELEC ORD COM 879101103 104,706 6,221,380 SH SOLE 6,221,380 TEXAS INSTRS INC COM 882508104 6,117 287,200 SH SOLE 287,200 UNION PAC CORP COM 907818108 49,457 950,000 SH SOLE 950,000 WALTER INVT MGMT CORP COM 93317W102 10,110 761,300 SH SOLE 761,300 WELLS FARGO & CO NEW COM 949746101 1,473 60,700 SH SOLE 60,700 WILLIAMS COS INC DEL COM 969457100 29,971 1,920,000 SH SOLE 1,920,000