13F-HR 1 y86174e13fvhr.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, 2010 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) 862-5800 Signature, Place, and Date of Signing: /s/ Joseph Signorile GREENWICH, CT 8/16/2010 ---------------------------------- ----------------------- ----------------- [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: 0 Form 13F Information Table Entry Total: 43 Form 13F Information Table Value Total: 1,843,745 (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 691 1,031,700 SH SOLE 1,031,700 AMERICAN COMMERCIAL LINES COM PAR $0.01 025195405 3,653 162,300 SH SOLE 162,300 ABERCROMBIE & FITCH CO CL A 002896207 767 25,000 SH SOLE 25,000 ARBITRON INC COM 03875Q108 8,932 348,500 SH SOLE 348,500 CIT GROUP INC COM NEW 125581801 30,274 894,100 SH SOLE 894,100 SEACOR HOLDINGS INC COM 811904101 106,556 1,508,013 SH SOLE 1,508,013 COMCAST CORP NEW CL A 20030N101 32,807 1,888,700 SH SOLE 1,888,700 COMCAST CORP NEW CL A SPL 20030N200 45,181 2,749,900 SH SOLE 2,749,900 CYPRESS SEMICONDUCTOR CORP COM 232806109 24,969 2,487,000 SH SOLE 2,487,000 EXTERRAN HLDGS INC COM 30225X103 41,087 1,591,910 SH SOLE 1,591,910 FBR CAPITAL MARKETS CORP COM 30247C301 6,225 1,869,390 SH SOLE 1,869,390 FISERV INC COM 337738108 78,681 1,723,200 SH SOLE 1,723,200 FLOWSERVE CORP COM 34354P105 23,150 273,000 SH SOLE 273,000 FEDERAL NATL MTG ASSN COM 313586109 694 2,025,304 SH SOLE 2,025,304 SPDR GOLD TRUST GOLD SHS 78463V107 103,550 851,000 SH SOLE 851,000 GREAT PLAINS ENERGY INC COM 391164100 4,085 240,000 SH SOLE 240,000 GREAT PLAINS ENERGY INC UNIT 06/15/2042 391164803 777 13,000 SH SOLE 13,000 HOLOGIC INC COM 436440101 4,371 313,800 SH SOLE 313,800 INTEROIL CORP COM 460951106 68,578 1,544,200 SH SOLE 1,544,200 KRAFT FOODS INC CL A 50075N104 14,757 527,049 SH SOLE 527,049 COCA COLA CO COM 191216100 84,076 1,677,500 SH SOLE 1,677,500 LIBERTY MEDIA CORP NEW CAP COM SER A 53071M302 92,177 2,199,400 SH SOLE 2,199,400 LIZ CLAIBORNE INC COM 539320101 11,753 2,785,000 SH SOLE 2,785,000 MBIA INC COM 55262C100 1,635 291,400 SH SOLE 291,400 MAIDEN HOLDINGS LTD SHS G5753U112 33,047 5,030,000 SH SOLE 5,030,000 ANNALY CAP MGMT INC COM 035710409 5,145 300,000 SH SOLE 300,000 ONLINE RES CORP COM 68273G101 5,219 1,257,500 SH SOLE 1,257,500 PHI INC COM VTG 69336T106 3,755 249,532 SH SOLE 249,532 PHILIP MORRIS INTL INC COM 718172109 120,596 2,630,800 SH SOLE 2,630,800 PLAINS EXPL& PRODTN CO COM 726505100 5,159 250,328 SH SOLE 250,328 ECHOSTAR CORP CL A 278768106 25,724 1,348,200 SH SOLE 1,348,200 STARBUCKS CORP COM 855244109 51,854 2,133,900 SH SOLE 2,133,900 SUNPOWER CORP COM CL A 867652109 3,269 270,200 SH SOLE 270,200 SUNPOWER CORP COM CL B 867652307 1,080 100,000 SH SOLE 100,000 SCORPIO TANKERS INC SHS Y7542C106 9,681 845,500 SH SOLE 845,500 SOUTHERN UN CO NEW COM 844030106 145,063 6,636,000 SH SOLE 6,636,000 TEKELEC COM 879101103 88,482 6,682,944 SH SOLE 6,682,944 VISA INC COM CL A 92826C839 93,390 1,320,000 SH SOLE 1,320,000 WEBMD HEALTH CORP COM 94770V102 199,793 4,303,106 SH SOLE 4,303,106 WELLS FARGO & CO NEW COM 949746101 10,096 394,356 SH SOLE 394,356 WEATHERFORD INTERNATIONAL LT REG H27013103 81,468 6,200,000 SH SOLE 6,200,000 WILLIAMS COS INC DEL COM 969457100 74,273 4,063,100 SH SOLE 4,063,100 YAHOO INC COM 984332106 97,225 7,030,000 SH SOLE 7,030,000
VALUE TOTAL ENTRY TOTAL ----------- ----------- 1,843,745 43