0000950123-20-009060.txt : 20200814 0000950123-20-009060.hdr.sgml : 20200814 20200814160235 ACCESSION NUMBER: 0000950123-20-009060 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200814 DATE AS OF CHANGE: 20200814 EFFECTIVENESS DATE: 20200814 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: 201104922 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 0001113000 XXXXXXXX 06-30-2020 06-30-2020 false 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 08-14-2020 0 36 4767477 false INFORMATION TABLE 2 1187.xml INFORMATION TABLE FOR FORM 13F ALPHABET INC CAP STK CL A 02079K305 42542 30000 SH SOLE 30000 0 0 ALPHABET INC CAP STK CL C 02079K107 21346 15100 SH SOLE 15100 0 0 ANAPLAN INC COM 03272L108 149750 3305000 SH SOLE 3305000 0 0 ARAMARK COM 03852U106 142642 6320000 SH SOLE 6320000 0 0 ARCONIC CORPORATION COM 03966V107 36455 2617000 SH SOLE 2617000 0 0 BRUNSWICK CORP COM 117043109 60810 950000 SH SOLE 950000 0 0 CENTENNIAL RESOURCE DEV INC CL A 15136A102 2460 2764500 SH SOLE 2764500 0 0 CHENIERE ENERGY INC COM NEW 16411R208 295989 6125600 SH SOLE 6125600 0 0 CIGNA CORP NEW COM 125523100 247698 1320000 SH SOLE 1320000 0 0 CONSTELLATION BRANDS INC CL A 21036P108 768391 4392062 SH SOLE 4392062 0 0 COVETRUS INC COM 22304C100 16101 900000 SH SOLE 900000 0 0 DORIAN LPG LTD SHS USD Y2106R110 62035 8014837 SH SOLE 8014837 0 0 EQUITRANS MIDSTREAM CORPORAT COM 294600101 47866 5760000 SH SOLE 5760000 0 0 FACEBOOK INC CL A 30303M102 107177 472000 SH SOLE 472000 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 65704 490000 SH SOLE 490000 0 0 FISERV INC COM 337738108 275777 2825000 SH SOLE 2825000 0 0 HERON THERAPEUTICS INC COM 427746102 8311 565000 SH SOLE 565000 0 0 HOWMET AEROSPACE INC COM 443201108 187823 11850000 SH SOLE 11850000 0 0 IHS MARKIT LTD SHS G47567105 38128 505000 SH SOLE 505000 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 138282 1145000 SH SOLE 1145000 0 0 IQVIA HLDGS INC COM 46266C105 126983 895000 SH SOLE 895000 0 0 LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 2106 61000 SH SOLE 61000 0 0 LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 12574 365000 SH SOLE 365000 0 0 MARATHON PETE CORP COM 56585A102 15587 417000 SH SOLE 417000 0 0 MICROSOFT CORP COM 594918104 642237 3155800 SH SOLE 3155800 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 22015 870000 SH SOLE 870000 0 0 PG&E CORP COM 69331C108 22175 2500000 SH SOLE 2500000 0 0 PTC INC COM 69370C100 161414 2075000 SH SOLE 2075000 0 0 RESIDEO TECHNOLOGIES INC COM 76118Y104 13830 1180000 SH SOLE 1180000 0 0 SALESFORCE COM INC COM 79466L302 90855 485000 SH SOLE 485000 0 0 SEALED AIR CORP NEW COM 81211K100 177390 5400000 SH SOLE 5400000 0 0 STERICYCLE INC COM 858912108 336 6000 SH SOLE 6000 0 0 VISA INC COM CL A 92826C839 509892 2639600 SH SOLE 2639600 0 0 WEX INC COM 96208T104 100326 608000 SH SOLE 608000 0 0 WORKDAY INC CL A 98138H101 137710 735000 SH SOLE 735000 0 0 WYNN RESORTS LTD COM 983134107 16760 225000 SH SOLE 225000 0 0