0000950123-21-007023.txt : 20210517 0000950123-21-007023.hdr.sgml : 20210517 20210517160106 ACCESSION NUMBER: 0000950123-21-007023 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210517 DATE AS OF CHANGE: 20210517 EFFECTIVENESS DATE: 20210517 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: 21930161 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 03-31-2021 03-31-2021 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 $8.15 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING PERSHING SQUARE TONTINE HLDG SHARES WAS $24.01.
GINO LABRUZZO CHIEF OPERATING OFFICER 203-862-5800 /s/ GINO LABRUZZO GREENWICH CT 05-17-2021 0 30 3095826 false
INFORMATION TABLE 2 4403.xml INFORMATION TABLE FOR FORM 13F ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 165513 730000 SH SOLE 730000 0 0 ALPHABET INC CAP STK CL A 02079K305 139282 67530 SH SOLE 67530 0 0 ALTERYX INC COM CL A 02156B103 24058 290000 SH SOLE 290000 0 0 ANAPLAN INC COM 03272L108 127565 2368900 SH SOLE 2368900 0 0 ARAMARK COM 03852U106 104148 2756700 SH SOLE 2756700 0 0 BRUNSWICK CORP COM 117043109 131992 1384000 SH SOLE 1384000 0 0 CENTENNIAL RESOURCE DEV INC CL A 15136A102 9040 2152400 SH SOLE 2152400 0 0 CHENIERE ENERGY INC COM NEW 16411R208 236106 3278800 SH SOLE 3278800 0 0 CONSTELLATION BRANDS INC CL A 21036P108 105062 460800 SH SOLE 460800 0 0 DOLLAR TREE INC COM 256746108 122094 1066700 SH SOLE 1066700 0 0 DORIAN LPG LTD SHS USD Y2106R110 53994 4112240 SH SOLE 4112240 0 0 EQUITRANS MIDSTREAM CORP COM 294600101 30923 3789600 SH SOLE 3789600 0 0 FACEBOOK INC CL A 30303M102 177749 603500 SH SOLE 603500 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 52026 370000 SH SOLE 370000 0 0 FISERV INC COM 337738108 203261 1707500 SH SOLE 1707500 0 0 GENERAL ELECTRIC CO COM 369604103 24763 1886000 SH SOLE 1886000 0 0 HOWMET AEROSPACE INC COM 443201108 301158 9373100 SH SOLE 9373100 0 0 HUMANCO ACQUISITION CORP UNIT 12/08/2023 44487N208 8663 825000 SH SOLE 825000 0 0 IQVIA HLDGS INC COM 46266C105 171875 889900 SH SOLE 889900 0 0 MICROSOFT CORP COM 594918104 195500 829200 SH SOLE 829200 0 0 MONGODB INC CL A 60937P106 6953 26000 SH SOLE 26000 0 0 MSD ACQUISITION CORP UNIT 03/25/2026 G5709C117 20300 2000000 SH SOLE 2000000 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 100848 2310900 SH SOLE 2310900 0 0 PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 10324 430000 SH SOLE 430000 0 0 PERSHING SQUARE TONTINE HLDG *W EXP 07/24/2021 71531R117 434 53253 SH SOLE 53253 0 0 RICE ACQUISITION CORP UNIT 99/99/9999 762594208 21140 2000000 SH SOLE 2000000 0 0 SEALED AIR CORP NEW COM 81211K100 203647 4444500 SH SOLE 4444500 0 0 UNITEDHEALTH GROUP INC COM 91324P102 81483 219000 SH SOLE 219000 0 0 VISA INC COM CL A 92826C839 250201 1181700 SH SOLE 1181700 0 0 ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 15724 539400 SH SOLE 539400 0 0