0000950123-13-006827.txt : 20130814 0000950123-13-006827.hdr.sgml : 20130814 20130814172855 ACCESSION NUMBER: 0000950123-13-006827 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130630 FILED AS OF DATE: 20130814 DATE AS OF CHANGE: 20130814 EFFECTIVENESS DATE: 20130814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KENSICO CAPITAL MANAGEMENT CORP CENTRAL INDEX KEY: 0001113000 IRS NUMBER: 134079277 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10067 FILM NUMBER: 131037923 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 primary_doc.xml 13F-HR LIVE false true false 0001113000 XXXXXXXX 06-30-2013 06-30-2013 KENSICO CAPITAL MANAGEMENT CORP

55 RAILROAD AVENUE 2ND FLOOR GREENWICH CT 06830

13F HOLDINGS REPORT 028-10067 Y NOTE: COLUMN 4 FOR THE KINDER MORGAN INC WARRANTS POSITION REFLECTS THE MARKET VALUE OF $5.12 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING KINDER MORGAN INC SHARES WAS $38.15. JOSEPH SIGNORILE 203-862-5800 /s/ JOSEPH SIGNORILE GREENWICH CT 08-14-2013 0 35 3901735 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F AMERICAN INTL GROUP INC COM NEW 026874784 485782 10867600 SH SOLE 0 10867600 0 0 CHENIERE ENERGY INC COM NEW 16411R208 131693 4744000 SH SOLE 0 4744000 0 0 COCA COLA CO COM 191216100 70293 1752500 SH SOLE 0 1752500 0 0 CONSTELLATION BRANDS INC CL A 21036P108 370052 7100000 SH SOLE 0 7100000 0 0 DOLLAR TREE INC COM 256746108 84049 1653200 SH SOLE 0 1653200 0 0 EBAY INC COM 278642103 64578 1248600 SH SOLE 0 1248600 0 0 ECHOSTAR CORP CL A 278768106 80883 2068100 SH SOLE 0 2068100 0 0 ERA GROUP INC COM 26885G109 35394 1353500 SH SOLE 0 1353500 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 228796 3708800 SH SOLE 0 3708800 0 0 FEDEX CORP COM 31428X106 60824 617000 SH SOLE 0 617000 0 0 GOLAR LNG LTD BERMUDA SHS G9456A100 29913 938000 SH SOLE 0 938000 0 0 KINDER MORGAN INC DEL *W EXP 05/25/2017 49456B119 44500 8691500 SH SOLE 0 8691500 0 0 KINDER MORGAN INC DEL COM 49456B101 173743 4554200 SH SOLE 0 4554200 0 0 LEGGETT & PLATT INC COM 524660107 38863 1250000 SH SOLE 0 1250000 0 0 LIBERTY MEDIA CORP DELAWARE CL A 531229102 261455 2062600 SH SOLE 0 2062600 0 0 MAIDEN HOLDINGS LTD SHS G5753U112 30641 2730900 SH SOLE 0 2730900 0 0 MONSTER BEVERAGE CORP COM 611740101 45887 755100 SH SOLE 0 755100 0 0 NEWS CORP CL A 65248E104 229696 7045900 SH SOLE 0 7045900 0 0 NOBEL CORPORATION BAAR NAMEN -AKT H5833N103 64826 1725000 SH SOLE 0 1725000 0 0 OIL STS INTL INC COM 678026105 18528 200000 SH SOLE 0 200000 0 0 PBF ENERGY INC CL A 69318G106 11673 450700 SH SOLE 0 450700 0 0 PHILIP MORRIS INTL INC COM 718172109 119977 1385100 SH SOLE 0 1385100 0 0 ROWAN COMPANIES PLC SHS CL A G7665A101 14309 420000 SH SOLE 0 420000 0 0 SANDISK CORP COM 80004C101 337141 5517863 SH SOLE 0 5517863 0 0 SCORPIO TANKERS INC SHS Y7542C106 98556 10975000 SH SOLE 0 10975000 0 0 SEACOR HOLDINGS INC COM 811904101 21543 259401 SH SOLE 0 259401 0 0 SPECTRA ENERGY PARTNERS LP COM 847560109 28846 837100 SH SOLE 0 837100 0 0 STARBUCKS CORP COM 855244109 44795 684000 SH SOLE 0 684000 0 0 STARZ COM SER A 85571Q102 19642 888800 SH SOLE 0 888800 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 66464 4439800 SH SOLE 0 4439800 0 0 UNITED PARCEL SERVICE INC CL B 911312106 100533 1162500 SH SOLE 0 1162500 0 0 UTI WORLDWIDE INC ORD G87210103 51060 3100200 SH SOLE 0 3100200 0 0 VISA INC COM CL A 92826C839 221621 1212700 SH SOLE 0 1212700 0 0 WEBMD HEALTH CORP COM 94770V102 167100 5689488 SH SOLE 0 5689488 0 0 WILLIAMS COS INC DEL COM 969457100 48079 1480733 SH SOLE 0 1480733 0 0