0000950123-14-009055.txt : 20140814 0000950123-14-009055.hdr.sgml : 20140814 20140814160327 ACCESSION NUMBER: 0000950123-14-009055 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140814 DATE AS OF CHANGE: 20140814 EFFECTIVENESS DATE: 20140814 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: 141042616 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 06-30-2014 06-30-2014 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 $2.78 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING KINDER MORGAN INC SHARES WAS $36.26. JOSEPH SIGNORILE 203-862-5800 /s/ JOSEPH SIGNORILE GREENWICH CT 08-14-2014 0 33 4841410 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F ABENGOA YIELD PLC ORD SHS G00349103 15317 405000 SH SOLE 405000 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 72374 1260000 SH SOLE 1260000 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 579132 10610700 SH SOLE 10610700 0 0 ARDMORE SHIPPING CORP COM Y0207T100 15559 1125000 SH SOLE 1125000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 600846 8380000 SH SOLE 8380000 0 0 CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 6210 250000 SH SOLE 250000 0 0 CLIFFS NAT RES INC COM 18683K101 27 1800 SH SOLE 1800 0 0 CONSTELLATION BRANDS INC CL A 21036P108 609860 6920000 SH SOLE 6920000 0 0 DORIAN LPG LTD SHS USD Y2106R110 184261 8014837 SH SOLE 8014837 0 0 DREAMWORKS ANIMATION SKG INC CL A 26153C103 31308 1346000 SH SOLE 1346000 0 0 DSW INC CL A 23334L102 13970 500000 SH SOLE 500000 0 0 ECHOSTAR CORP CL A 278768106 101380 1915000 SH SOLE 1915000 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 257734 3717500 SH SOLE 3717500 0 0 KINDER MORGAN INC DEL *W EXP 05/25/2017 49456B119 25807 9283000 SH SOLE 9283000 0 0 LEUCADIA NATL CORP COM 527288104 26220 1000000 SH SOLE 1000000 0 0 LIBERTY MEDIA CORP DELAWARE CL A 531229102 93626 685000 SH SOLE 685000 0 0 MARATHON PETE CORP COM 56585A102 15614 200000 SH SOLE 200000 0 0 MASCO CORP COM 574599106 113886 5130000 SH SOLE 5130000 0 0 MICROSOFT CORP COM 594918104 238941 5730000 SH SOLE 5730000 0 0 NATIONAL GEN HLDGS CORP COM 636220303 50599 2908000 SH SOLE 2908000 0 0 PHILIP MORRIS INTL INC COM 718172109 68291 810000 SH SOLE 810000 0 0 SANDISK CORP COM 80004C101 679839 6510000 SH SOLE 6510000 0 0 SCORPIO TANKERS INC SHS Y7542C106 2949 290000 SH SOLE 290000 0 0 SEACOR HOLDINGS INC COM 811904101 1177 14307 SH SOLE 14307 0 0 SIRIUS XM HLDGS INC COM 82968B103 48440 14000000 SH SOLE 14000000 0 0 SUNEDISON INC COM 86732Y109 16611 735000 SH SOLE 735000 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 83 3900 SH SOLE 3900 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 58660 2637600 SH SOLE 2637600 0 0 TEMPUR SEALY INTL INC COM 88023U101 3284 55000 SH SOLE 55000 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 249625 7101700 SH SOLE 7101700 0 0 VISA INC COM CL A 92826C839 256329 1216500 SH SOLE 1216500 0 0 WALGREEN CO COM 931422109 171611 2315000 SH SOLE 2315000 0 0 WEBMD HEALTH CORP COM 94770V102 231840 4800000 SH SOLE 4800000 0 0