0000950123-20-012131.txt : 20201116 0000950123-20-012131.hdr.sgml : 20201116 20201116160154 ACCESSION NUMBER: 0000950123-20-012131 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201116 DATE AS OF CHANGE: 20201116 EFFECTIVENESS DATE: 20201116 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: 201316599 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 09-30-2020 09-30-2020 false KENSICO CAPITAL MANAGEMENT CORP

55 RAILROAD AVENUE 2ND FLOOR GREENWICH CT 06830

13F HOLDINGS REPORT 028-10067 Y NOTE: COLUMN 4 FOR THE PERSHING SQUARE TONTINE HLDG WARRANTS POSITION REFLECTS THE MARKET VALUE OF $7.17 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING PERSHING SQUARE TONTINE HLDG SHARES WAS $22.69. GINO LABRUZZO 203-862-5800 /s/ GINO LABRUZZO GREENWICH CT 11-16-2020 0 30 4569862 false INFORMATION TABLE 2 1786.xml INFORMATION TABLE FOR FORM 13F ALTERYX INC COM CL A 02156B103 94814 835000 SH SOLE 835000 0 0 ANAPLAN INC COM 03272L108 220814 3528500 SH SOLE 3528500 0 0 ARAMARK COM 03852U106 160382 6063600 SH SOLE 6063600 0 0 ARCONIC CORPORATION COM 03966V107 48778 2560500 SH SOLE 2560500 0 0 BRUNSWICK CORP COM 117043109 104565 1775000 SH SOLE 1775000 0 0 CENTENNIAL RESOURCE DEV INC CL A 15136A102 1598 2652400 SH SOLE 2652400 0 0 CHENIERE ENERGY INC COM NEW 16411R208 193020 4171600 SH SOLE 4171600 0 0 CIGNA CORP NEW COM 125523100 174272 1028700 SH SOLE 1028700 0 0 CONSTELLATION BRANDS INC CL A 21036P108 832340 4392062 SH SOLE 4392062 0 0 COVETRUS INC COM 22304C100 16385 671500 SH SOLE 671500 0 0 DOLLAR TREE INC COM 256746108 165782 1815000 SH SOLE 1815000 0 0 DORIAN LPG LTD SHS USD Y2106R110 64199 8014837 SH SOLE 8014837 0 0 EQUITRANS MIDSTREAM CORPORAT COM 294600101 46752 5526300 SH SOLE 5526300 0 0 FACEBOOK INC CL A 30303M102 183487 700600 SH SOLE 700600 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 69189 470000 SH SOLE 470000 0 0 FISERV INC COM 337738108 262530 2547600 SH SOLE 2547600 0 0 HERON THERAPEUTICS INC COM 427746102 8034 542100 SH SOLE 542100 0 0 HOWMET AEROSPACE INC COM 443201108 194691 11644200 SH SOLE 11644200 0 0 IQVIA HLDGS INC COM 46266C105 179210 1136900 SH SOLE 1136900 0 0 MICROSOFT CORP COM 594918104 663759 3155800 SH SOLE 3155800 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 78810 2374500 SH SOLE 2374500 0 0 PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 10889 479900 SH SOLE 479900 0 0 PERSHING SQUARE TONTINE HLDG *W EXP 07/24/2021 71531R117 382 53253 SH SOLE 53253 0 0 PTC INC COM 69370C100 64108 775000 SH SOLE 775000 0 0 RESIDEO TECHNOLOGIES INC COM 76118Y104 6339 576300 SH SOLE 576300 0 0 SEALED AIR CORP NEW COM 81211K100 201067 5180800 SH SOLE 5180800 0 0 SNOWFLAKE INC CL A 833445109 3614 14400 SH SOLE 14400 0 0 STERICYCLE INC COM 858912108 555 8800 SH SOLE 8800 0 0 VISA INC COM CL A 92826C839 513243 2566600 SH SOLE 2566600 0 0 WEX INC COM 96208T104 6254 45000 SH SOLE 45000 0 0