0000950123-15-009373.txt : 20150814 0000950123-15-009373.hdr.sgml : 20150814 20150814154651 ACCESSION NUMBER: 0000950123-15-009373 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150814 DATE AS OF CHANGE: 20150814 EFFECTIVENESS DATE: 20150814 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: 151055427 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 06-30-2015 06-30-2015 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 $2.70 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING KINDER MORGAN INC SHARES WAS $38.39.
JOSEPH SIGNORILE CHIEF OPERATING OFFICER 203-862-5800 /s/ JOSEPH SIGNORILE GREENWICH CT 08-13-2015 0 38 5106212 false
INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F ABB LTD SPONSORED ADR 000375204 7934 380000 SH SOLE 380000 0 0 ABENGOA YIELD PLC ORD SHS G00349103 37721 1204375 SH SOLE 1204375 0 0 ACTIVISION BLIZZARD INC COM 00507V109 137706 5688000 SH SOLE 5688000 0 0 AIR METHODS CORP PUT 009128957 20670 500000 SH Put SOLE 500000 0 0 ALLERGAN PLC SHS G0177J108 63423 209000 SH SOLE 209000 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 591413 9566700 SH SOLE 9566700 0 0 ARAMARK COM 03852U106 244824 7905200 SH SOLE 7905200 0 0 ARDMORE SHIPPING CORP COM Y0207T100 2664 220000 SH SOLE 220000 0 0 AXALTA COATING SYS LTD COM G0750C108 16540 500000 SH SOLE 500000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 545270 7872800 SH SOLE 7872800 0 0 CONSTELLATION BRANDS INC CL A 21036P108 770763 6643364 SH SOLE 6643364 0 0 DORIAN LPG LTD SHS USD Y2106R110 133687 8014837 SH SOLE 8014837 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 12342 193000 SH SOLE 193000 0 0 EBAY INC COM 278642103 134335 2230000 SH SOLE 2230000 0 0 ECHOSTAR CORP CL A 278768106 84538 1736600 SH SOLE 1736600 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 233814 2628900 SH SOLE 2628900 0 0 EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 9516 507000 SH SOLE 507000 0 0 FISERV INC COM 337738108 35617 430000 SH SOLE 430000 0 0 JUNIPER NETWORKS INC COM 48203R104 102717 3955200 SH SOLE 3955200 0 0 KINDER MORGAN INC DEL *W EXP 05/25/2017 49456B119 25304 9372000 SH SOLE 9372000 0 0 LEUCADIA NATL CORP COM 527288104 85165 3507600 SH SOLE 3507600 0 0 LIBERTY MEDIA CORP DELAWARE CL A 531229102 22402 621600 SH SOLE 621600 0 0 LIBERTY MEDIA CORP DELAWARE COM SER C 531229300 44645 1243600 SH SOLE 1243600 0 0 MANITOWOC INC COM 563571108 22148 1130000 SH SOLE 1130000 0 0 MEDASSETS INC COM 584045108 33172 1503700 SH SOLE 1503700 0 0 MICROSOFT CORP COM 594918104 326286 7390400 SH SOLE 7390400 0 0 NATIONAL GEN HLDGS CORP COM 636220303 11561 555000 SH SOLE 555000 0 0 SANDISK CORP COM 80004C101 254701 4374800 SH SOLE 4374800 0 0 SCORPIO BULKERS INC SHS Y7546A106 52155 31997000 SH SOLE 31997000 0 0 SCORPIO TANKERS INC SHS Y7542C106 2926 290000 SH SOLE 290000 0 0 SEACOR HOLDINGS INC COM 811904101 71 1000 SH SOLE 1000 0 0 STATE NATL COS INC COM 85711T305 21905 2022600 SH SOLE 2022600 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 26367 956350 SH SOLE 956350 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 183658 5643200 SH SOLE 5643200 0 0 VISA INC COM CL A 92826C839 267062 3977100 SH SOLE 3977100 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 294035 3482173 SH SOLE 3482173 0 0 WEBMD HEALTH CORP COM 94770V102 207726 4691200 SH SOLE 4691200 0 0 WILLIAMS COS INC DEL COM 969457100 39427 687000 SH SOLE 687000 0 0