0000950123-21-002777.txt : 20210216
0000950123-21-002777.hdr.sgml : 20210216
20210216160458
ACCESSION NUMBER: 0000950123-21-002777
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210216
DATE AS OF CHANGE: 20210216
EFFECTIVENESS DATE: 20210216
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: 21638016
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
12-31-2020
12-31-2020
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 $9.60 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING PERSHING SQUARE TONTINE HLDG SHARES WAS $27.72.
GINO LABRUZZO
CHIEF OPERATING OFFICER
203-862-5800
/s/ GINO LABRUZZO
GREENWICH
CT
02-16-2021
0
28
4305611
false
INFORMATION TABLE
2
3240.xml
INFORMATION TABLE FOR FORM 13F
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
168334
723300
SH
SOLE
723300
0
0
ALPHABET INC
CAP STK CL A
02079K305
40749
23250
SH
SOLE
23250
0
0
ALTERYX INC
COM CL A
02156B103
102791
844000
SH
SOLE
844000
0
0
ANAPLAN INC
COM
03272L108
235115
3272300
SH
SOLE
3272300
0
0
ARAMARK
COM
03852U106
193220
5021300
SH
SOLE
5021300
0
0
ARCONIC CORPORATION
COM
03966V107
70966
2381400
SH
SOLE
2381400
0
0
BRUNSWICK CORP
COM
117043109
130043
1705700
SH
SOLE
1705700
0
0
CENTENNIAL RESOURCE DEV INC
CL A
15136A102
3979
2652400
SH
SOLE
2652400
0
0
CHENIERE ENERGY INC
COM NEW
16411R208
286643
4775000
SH
SOLE
4775000
0
0
CIGNA CORP NEW
COM
125523100
79108
380000
SH
SOLE
380000
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
297842
1359700
SH
SOLE
1359700
0
0
DOLLAR TREE INC
COM
256746108
214341
1983900
SH
SOLE
1983900
0
0
DORIAN LPG LTD
SHS USD
Y2106R110
97701
8014837
SH
SOLE
8014837
0
0
EQUITRANS MIDSTREAM CORP
COM
294600101
41322
5139600
SH
SOLE
5139600
0
0
FACEBOOK INC
CL A
30303M102
159607
584300
SH
SOLE
584300
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
75610
534500
SH
SOLE
534500
0
0
FISERV INC
COM
337738108
271134
2381296
SH
SOLE
2381296
0
0
HOWMET AEROSPACE INC
COM
443201108
313244
10975600
SH
SOLE
10975600
0
0
HUMANCO ACQUISITION CORP
UNIT 12/08/2023
44487N208
9092
825000
SH
SOLE
825000
0
0
IQVIA HLDGS INC
COM
46266C105
188899
1054300
SH
SOLE
1054300
0
0
MICROSOFT CORP
COM
594918104
454715
2044400
SH
SOLE
2044400
0
0
NUANCE COMMUNICATIONS INC
COM
67020Y100
125670
2850300
SH
SOLE
2850300
0
0
PERSHING SQUARE TONTINE HLDG
COM CL A
71531R109
13303
479900
SH
SOLE
479900
0
0
PERSHING SQUARE TONTINE HLDG
*W EXP 07/24/2021
71531R117
511
53253
SH
SOLE
53253
0
0
RICE ACQUISITION CORP
UNIT 99/99/9999
762594208
22620
2000000
SH
SOLE
2000000
0
0
SEALED AIR CORP NEW
COM
81211K100
226088
4937500
SH
SOLE
4937500
0
0
STERICYCLE INC
COM
858912108
118
1700
SH
SOLE
1700
0
0
VISA INC
COM CL A
92826C839
482846
2207500
SH
SOLE
2207500
0
0