0000950123-15-003329.txt : 20150220 0000950123-15-003329.hdr.sgml : 20150220 20150217201056 ACCESSION NUMBER: 0000950123-15-003329 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150217 DATE AS OF CHANGE: 20150220 EFFECTIVENESS DATE: 20150218 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: 15625458 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 12-31-2014 12-31-2014 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 $4.26 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING KINDER MORGAN INC SHARES WAS $42.31. JOSEPH SIGNORILE 203-862-5800 /s/ JOSEPH SIGNORILE GREENWICH CT 02-17-2015 0 32 4603681 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F ABENGOA YIELD PLC ORD SHS G00349103 21883 801000 SH SOLE 801000 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 527452 9417100 SH SOLE 9417100 0 0 ARDMORE SHIPPING CORP COM Y0207T100 10653 890000 SH SOLE 890000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 553006 7855200 SH SOLE 7855200 0 0 CONSTELLATION BRANDS INC CL A 21036P108 678168 6908100 SH SOLE 6908100 0 0 DORIAN LPG LTD SHS USD Y2106R110 111326 8014837 SH SOLE 8014837 0 0 EBAY INC COM 278642103 68466 1220000 SH SOLE 1220000 0 0 ECHOSTAR CORP CL A 278768106 90652 1726700 SH SOLE 1726700 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 221556 2616700 SH SOLE 2616700 0 0 EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 9699 502300 SH SOLE 502300 0 0 JUNIPER NETWORKS INC COM 48203R104 43033 1928000 SH SOLE 1928000 0 0 KINDER MORGAN INC DEL *W EXP 05/25/2017 49456B119 39734 9327300 SH SOLE 9327300 0 0 LEUCADIA NATL CORP COM 527288104 78270 3491100 SH SOLE 3491100 0 0 LIBERTY BROADBAND CORP COM SER A 530307107 7754 154798 SH SOLE 154798 0 0 LIBERTY BROADBAND CORP COM SER C 530307305 15409 309299 SH SOLE 309299 0 0 LIBERTY BROADBAND CORP RIGHT 01/09/2015 530307115 882 92822 SH SOLE 92822 0 0 LIBERTY MEDIA CORP DELAWARE CL A 531229102 21818 618600 SH SOLE 618600 0 0 LIBERTY MEDIA CORP DELAWARE COM SER C 531229300 43350 1237500 SH SOLE 1237500 0 0 MICROSOFT CORP COM 594918104 293086 6309700 SH SOLE 6309700 0 0 NATIONAL GEN HLDGS CORP COM 636220303 41482 2229000 SH SOLE 2229000 0 0 SANDISK CORP COM 80004C101 614756 6274300 SH SOLE 6274300 0 0 SCORPIO BULKERS INC SHS Y7546A106 16666 8460000 SH SOLE 8460000 0 0 SCORPIO TANKERS INC SHS Y7542C106 2520 290000 SH SOLE 290000 0 0 SEACOR HOLDINGS INC COM 811904101 1056 14307 SH SOLE 14307 0 0 SIRIUS XM HLDGS INC COM 82968B103 44230 12637000 SH SOLE 12637000 0 0 STATE NATL COS INC COM 85711T305 24113 2012800 SH SOLE 2012800 0 0 SUNEDISON INC COM 86732Y109 24118 1236200 SH SOLE 1236200 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 26806 956350 SH SOLE 956350 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 251000 6535600 SH SOLE 6535600 0 0 VISA INC COM CL A 92826C839 259394 989300 SH SOLE 989300 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 275804 3619473 SH SOLE 3619473 0 0 WEBMD HEALTH CORP COM 94770V102 185537 4691200 SH SOLE 4691200 0 0