0000950123-22-012274.txt : 20221114 0000950123-22-012274.hdr.sgml : 20221114 20221114160036 ACCESSION NUMBER: 0000950123-22-012274 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221384799 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 09-30-2022 09-30-2022 false KENSICO CAPITAL MANAGEMENT CORP

55 RAILROAD AVENUE 2ND FLOOR GREENWICH CT 06830

13F HOLDINGS REPORT 028-10067 Y NOTE: COLUMN 4 FOR THE MSD ACQUISITION CORP WARRANTS POSITION REFLECTS THE MARKET VALUE OF $0.09 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING MSD ACQUISITION SHARES WAS $9.91. NOTE: COLUMN 4 FOR THE AFTERNEXT HEALTHTECH ACQUISI WARRANTS POSITION REFLECTS THE MARKET VALUE OF $0.16 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING AFTERNEXT HEALTHTECH ACQUISI SHARES WAS $9.77. NOTE: COLUMN 4 FOR THE RICE ACQUISITION CORP II WARRANTS POSITION REFLECTS THE MARKET VALUE OF $0.32 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING RICE ACQUISITION CORP II SHARES WAS $9.87. NOTE: COLUMN 4 FOR THE HUMANCO ACQUISITION CORP WARRANTS POSITION REFLECTS THE MARKET VALUE OF $0.06 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING HUMANCO ACQUISITION CORP SHARES WAS $9.96. GINO LABRUZZO 203-862-5800 /s/ GINO LABRUZZO GREENWICH CT 11-14-2022 0 32 1934288 false INFORMATION TABLE 2 18955.xml INFORMATION TABLE FOR FORM 13F ADOBE SYSTEMS INCORPORATED COM 00724F101 38528 140000 SH SOLE 140000 0 0 AFTERNEXT HEALTHTECH ACQUISI SHS CL A G01109100 5213 533600 SH SOLE 533600 0 0 AFTERNEXT HEALTHTECH ACQUISI *W EXP 99/99/999 G01109126 27 166667 SH SOLE 166667 0 0 ALTUS POWER INC COM CL A 02217A102 12942 1175500 SH SOLE 1175500 0 0 AMAZON COM INC COM 023135106 52545 465000 SH SOLE 465000 0 0 APPLOVIN CORP COM CL A 03831W108 31184 1600000 SH SOLE 1600000 0 0 ARCHAEA ENERGY INC COM CL A 03940F103 68438 3800000 SH SOLE 3800000 0 0 ATI INC COM 01741R102 22086 830000 SH SOLE 830000 0 0 BRUNSWICK CORP COM 117043109 147612 2255333 SH SOLE 2255333 0 0 CHENIERE ENERGY INC COM NEW 16411R208 136212 821000 SH SOLE 821000 0 0 COLUMBIA SPORTSWEAR CO COM 198516106 3029 45000 SH SOLE 45000 0 0 DORIAN LPG LTD SHS USD Y2106R110 28158 2075000 SH SOLE 2075000 0 0 EQUITRANS MIDSTREAM CORP COM 294600101 17660 2361000 SH SOLE 2361000 0 0 FAIR ISAAC CORP COM 303250104 131102 318200 SH SOLE 318200 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 54033 715000 SH SOLE 715000 0 0 FISERV INC COM 337738108 93476 999000 SH SOLE 999000 0 0 HOWMET AEROSPACE INC COM 443201108 223293 7219300 SH SOLE 7219300 0 0 HUMANA INC COM 444859102 52401 108000 SH SOLE 108000 0 0 HUMANCO ACQUISITION CORP COM CL A 44487N109 8791 882600 SH SOLE 882600 0 0 HUMANCO ACQUISITION CORP *W EXP 99/99/999 44487N117 25 412500 SH SOLE 412500 0 0 IAC INC COM NEW 44891N208 1108 20000 SH SOLE 20000 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 12649 140000 SH SOLE 140000 0 0 IQVIA HLDGS INC COM 46266C105 62493 345000 SH SOLE 345000 0 0 META PLATFORMS INC CL A 30303M102 93497 689100 SH SOLE 689100 0 0 MICROSOFT CORP COM 594918104 119082 511300 SH SOLE 511300 0 0 MSD ACQUISITION CORP CLASS A ORD SHS G5709C109 21202 2139500 SH SOLE 2139500 0 0 MSD ACQUISITION CORP *W EXP 03/25/2023 G5709C125 34 400000 SH SOLE 400000 0 0 RICE ACQUISITION CORP II SHS CL A G75529100 24675 2500000 SH SOLE 2500000 0 0 RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126 199 625000 SH SOLE 625000 0 0 SEALED AIR CORP NEW COM 81211K100 119287 2680000 SH SOLE 2680000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 170097 336800 SH SOLE 336800 0 0 VISA INC COM CL A 92826C839 183210 1031300 SH SOLE 1031300 0 0