0000950123-13-009860.txt : 20131114 0000950123-13-009860.hdr.sgml : 20131114 20131114170032 ACCESSION NUMBER: 0000950123-13-009860 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130930 FILED AS OF DATE: 20131114 DATE AS OF CHANGE: 20131114 EFFECTIVENESS DATE: 20131114 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: 131221169 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 09-30-2013 09-30-2013 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 $4.97 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING KINDER MORGAN INC SHARES WAS $35.57.
JOSEPH SIGNORILE CHIEF OPERATING OFFICER 203-862-5800 /s/ JOSEPH SIGNORILE GREENWICH CT 11-14-2013 0 35 4036314 false
INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F AMERICAN INTL GROUP INC COM NEW 026874784 530957 10918300 SH SOLE 10918300 0 0 ARDMORE SHIPPING CORP COM Y0207T100 11837 975000 SH SOLE 975000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 281061 8232600 SH SOLE 8232600 0 0 CONSTELLATION BRANDS INC CL A 21036P108 414262 7217100 SH SOLE 7217100 0 0 DOLLAR TREE INC COM 256746108 88998 1557000 SH SOLE 1557000 0 0 DYNEGY INC NEW DEL COM 26817R108 2724 141000 SH SOLE 141000 0 0 EBAY INC COM 278642103 17697 317200 SH SOLE 317200 0 0 ECHOSTAR CORP CL A 278768106 91066 2072500 SH SOLE 2072500 0 0 ERA GROUP INC COM 26885G109 35747 1315200 SH SOLE 1315200 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 238934 3867500 SH SOLE 3867500 0 0 GOLAR LNG LTD BERMUDA SHS G9456A100 50855 1350000 SH SOLE 1350000 0 0 GT ADVANCED TECHNOLOGIES INC PUT 36191U956 6383 750000 SH Put SOLE 750000 0 0 PENNEY J C INC COM 708160106 3528 400000 SH SOLE 400000 0 0 KINDER MORGAN INC DEL *W EXP 05/25/2017 49456B119 43283 8708800 SH SOLE 8708800 0 0 KINDER MORGAN INC DEL COM 49456B101 140800 3958400 SH SOLE 3958400 0 0 LIBERTY MEDIA CORP DELAWARE CL A 531229102 233792 1588800 SH SOLE 1588800 0 0 MAIDEN HOLDINGS LTD SHS G5753U112 29475 2495800 SH SOLE 2495800 0 0 MICRON TECHNOLOGY INC COM 595112103 26205 1500000 SH SOLE 1500000 0 0 MICROSOFT CORP COM 594918104 129076 3875000 SH SOLE 3875000 0 0 NEWS CORP NEW CL A 65249B109 39608 2466275 SH SOLE 2466275 0 0 NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 65285 1728500 SH SOLE 1728500 0 0 PBF ENERGY INC CL A 69318G106 10141 451700 SH SOLE 451700 0 0 PHILIP MORRIS INTL INC COM 718172109 120213 1388300 SH SOLE 1388300 0 0 ROWAN COMPANIES PLC SHS CL A G7665A101 9070 247000 SH SOLE 247000 0 0 SANDISK CORP COM 80004C101 393361 6610000 SH SOLE 6610000 0 0 SCORPIO TANKERS INC SHS Y7542C106 104461 10703000 SH SOLE 10703000 0 0 SEACOR HOLDINGS INC COM 811904101 2976 32907 SH SOLE 32907 0 0 STARBUCKS CORP COM 855244109 52647 684000 SH SOLE 684000 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 60600 3337000 SH SOLE 3337000 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 236507 7059900 SH SOLE 7059900 0 0 UNITED PARCEL SERVICE INC CL B 911312106 106455 1165100 SH SOLE 1165100 0 0 UTI WORLDWIDE INC ORD G87210103 51507 3408800 SH SOLE 3408800 0 0 VISA INC COM CL A 92826C839 232206 1215100 SH SOLE 1215100 0 0 WALGREEN CO COM 931422109 28245 525000 SH SOLE 525000 0 0 WEBMD HEALTH CORP COM 94770V102 146352 5117187 SH SOLE 5117187 0 0