0000950123-22-006392.txt : 20220516 0000950123-22-006392.hdr.sgml : 20220516 20220516160107 ACCESSION NUMBER: 0000950123-22-006392 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 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: 22928449 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 03-31-2022 03-31-2022 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 $0.94 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING PERSHING SQUARE TONTINE HLDG SHARES WAS $19.89. NOTE: COLUMN 4 FOR THE MSD ACQUISITION CORP WARRANTS POSITION REFLECTS THE MARKET VALUE OF $0.78 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING MSD ACQUISITION SHARES WAS $9.82. NOTE: COLUMN 4 FOR THE AFTERNEXT HEALTHTECH ACQUISI WARRANTS POSITION REFLECTS THE MARKET VALUE OF $0.42 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING AFTERNEXT HEALTHTECH ACQUISI SHARES WAS $9.68. NOTE: COLUMN 4 FOR THE RICE ACQUISITION CORP II WARRANTS POSITION REFLECTS THE MARKET VALUE OF $0.62 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING RICE ACQUISITION CORP II SHARES WAS $9.86. NOTE: COLUMN 4 FOR THE HUMANCO ACQUISITION CORP WARRANTS POSITION REFLECTS THE MARKET VALUE OF $0.32 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING HUMANCO ACQUISITION CORP SHARES WAS $9.82. GINO LABRUZZO 203-862-5800 /s/ GINO LABRUZZO GREENWICH CT 05-16-2022 0 36 2460953 false INFORMATION TABLE 2 13814.xml INFORMATION TABLE FOR FORM 13F AFTERNEXT HEALTHTECH ACQUISI *W EXP 99/99/999 G01109126 70 166667 SH SOLE 166667 0 0 AFTERNEXT HEALTHTECH ACQUISI SHS CL A G01109100 5165 533600 SH SOLE 533600 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 30518 280500 SH SOLE 280500 0 0 ALIGN TECHNOLOGY INC COM 016255101 14388 33000 SH SOLE 33000 0 0 ALPHABET INC CAP STK CL A 02079K305 142683 51300 SH SOLE 51300 0 0 ALTUS POWER INC COM CL A 02217A102 14306 1925500 SH SOLE 1925500 0 0 ANAPLAN INC COM 03272L108 19795 304300 SH SOLE 304300 0 0 ARAMARK COM 03852U106 65390 1739100 SH SOLE 1739100 0 0 ARCHAEA ENERGY INC COM CL A 03940F103 77821 3548599 SH SOLE 3548599 0 0 BILL COM HLDGS INC COM 090043100 16805 74100 SH SOLE 74100 0 0 BLOCK INC CL A 852234103 16503 121700 SH SOLE 121700 0 0 BRUNSWICK CORP COM 117043109 141558 1750000 SH SOLE 1750000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 116272 838600 SH SOLE 838600 0 0 CORE SCIENTIFIC INC COMMON STOCK 21873J108 6996 850000 SH SOLE 850000 0 0 DORIAN LPG LTD SHS USD Y2106R110 50545 3488240 SH SOLE 3488240 0 0 EQUITRANS MIDSTREAM CORP COM 294600101 19927 2361000 SH SOLE 2361000 0 0 FAIR ISAAC CORP COM 303250104 136999 293700 SH SOLE 293700 0 0 HOWMET AEROSPACE INC COM 443201108 263056 7319300 SH SOLE 7319300 0 0 HUMANCO ACQUISITION CORP COM CL A 44487N109 8663 882600 SH SOLE 882600 0 0 HUMANCO ACQUISITION CORP *W EXP 99/99/999 44487N117 132 412500 SH SOLE 412500 0 0 IQVIA HLDGS INC COM 46266C105 146194 632300 SH SOLE 632300 0 0 JOHNSON CTLS INTL PLC SHS G51502105 14753 225000 SH SOLE 225000 0 0 META PLATFORMS INC CL A 30303M102 158565 713100 SH SOLE 713100 0 0 MICROSOFT CORP COM 594918104 161030 522300 SH SOLE 522300 0 0 MSD ACQUISITION CORP CLASS A ORD SHS G5709C109 21010 2139500 SH SOLE 2139500 0 0 MSD ACQUISITION CORP *W EXP 03/25/2023 G5709C125 312 400000 SH SOLE 400000 0 0 PAYPAL HLDGS INC COM 70450Y103 73125 632300 SH SOLE 632300 0 0 PERSHING SQUARE TONTINE HLDG *W EXP 07/24/2025 71531R117 50 53253 SH SOLE 53253 0 0 PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 8700 437400 SH SOLE 437400 0 0 RH COM 74967X103 7761 23800 SH SOLE 23800 0 0 RICE ACQUISITION CORP II SHS CL A G75529100 24650 2500000 SH SOLE 2500000 0 0 RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126 388 625000 SH SOLE 625000 0 0 SEALED AIR CORP NEW COM 81211K100 220935 3299500 SH SOLE 3299500 0 0 S&P GLOBAL INC COM 78409V104 48770 118900 SH SOLE 118900 0 0 UNITEDHEALTH GROUP INC COM 91324P102 193483 379400 SH SOLE 379400 0 0 VISA INC COM CL A 92826C839 233635 1053500 SH SOLE 1053500 0 0