0000950123-18-011930.txt : 20181114 0000950123-18-011930.hdr.sgml : 20181114 20181114161658 ACCESSION NUMBER: 0000950123-18-011930 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181114 DATE AS OF CHANGE: 20181114 EFFECTIVENESS DATE: 20181114 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: 181184008 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 09-30-2018 09-30-2018 KENSICO CAPITAL MANAGEMENT CORP

55 RAILROAD AVENUE 2ND FLOOR GREENWICH CT 06830

13F HOLDINGS REPORT 028-10067 N GINO LABRUZZO 203-862-5800 /s/ GINO LABRUZZO GREENWICH CT 11-14-2018 0 29 6097291 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F AKAMAI TECHNOLOGIES INC COM 00971T101 59398 812000 SH SOLE 812000 0 0 ALPHABET INC CAP STK CL A 02079K305 16899 14000 SH SOLE 14000 0 0 AMERISOURCEBERGEN CORP COM 03073E105 58929 639000 SH SOLE 639000 0 0 ARAMARK COM 03852U106 380860 8853100 SH SOLE 8853100 0 0 ARCONIC INC COM 03965L100 152859 6945000 SH SOLE 6945000 0 0 BOOKING HLDGS INC COM 09857L108 118445 59700 SH SOLE 59700 0 0 CENTENNIAL RESOURCE DEV INC CL A 15136A102 83838 3836959 SH SOLE 3836959 0 0 CHENIERE ENERGY INC COM NEW 16411R208 839224 12076900 SH SOLE 12076900 0 0 CIGNA CORPORATION COM 125509109 108915 523000 SH SOLE 523000 0 0 CONSTELLATION BRANDS INC CL A 21036P108 922336 4277600 SH SOLE 4277600 0 0 DORIAN LPG LTD SHS USD Y2106R110 63878 8014837 SH SOLE 8014837 0 0 EBAY INC COM 278642103 154963 4693000 SH SOLE 4693000 0 0 ECHOSTAR CORP CL A 278768106 29538 637000 SH SOLE 637000 0 0 EQT CORP COM 26884L109 421291 9525000 SH SOLE 9525000 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 62745 660400 SH SOLE 660400 0 0 FISERV INC COM 337738108 129106 1567200 SH SOLE 1567200 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 92275 405000 SH SOLE 405000 0 0 GS ACQUISITION HLDGS CORP UNIT 06/12/2023 36255F201 15450 1500000 SH SOLE 1500000 0 0 LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 83839 1930000 SH SOLE 1930000 0 0 LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 298475 6869400 SH SOLE 6869400 0 0 MCKESSON CORP COM 58155Q103 46693 352000 SH SOLE 352000 0 0 MICROSOFT CORP COM 594918104 408301 3570000 SH SOLE 3570000 0 0 OLIN CORP COM PAR $1 680665205 214146 8339000 SH SOLE 8339000 0 0 PG&E CORP COM 69331C108 65334 1420000 SH SOLE 1420000 0 0 SEALED AIR CORP NEW COM 81211K100 168229 4190000 SH SOLE 4190000 0 0 TABLEAU SOFTWARE INC CL A 87336U105 227950 2040000 SH SOLE 2040000 0 0 VISA INC COM CL A 92826C839 488333 3253600 SH SOLE 3253600 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 230364 3160000 SH SOLE 3160000 0 0 ZAYO GROUP HLDGS INC COM 98919V105 154678 4455000 SH SOLE 4455000 0 0