0000950123-23-010852.txt : 20231114 0000950123-23-010852.hdr.sgml : 20231114 20231114160013 ACCESSION NUMBER: 0000950123-23-010852 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 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: 231405488 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 X0202 13F-HR LIVE 0001113000 XXXXXXXX 09-30-2023 09-30-2023 false KENSICO CAPITAL MANAGEMENT CORP

55 RAILROAD AVENUE 2ND FLOOR GREENWICH CT 06830

13F HOLDINGS REPORT 028-10067 Y NOTE: COLUMN 4 FOR THE NET POWER INC WARRANTS POSITION REFLECTS THE MARKET VALUE OF $4.34 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING NET POWER INC SHARES WAS $15.10. GINO LABRUZZO 203-862-5800 /s/ GINO LABRUZZO GREENWICH CT 11-14-2023 0 24 2359235762 false INFORMATION TABLE 2 28071.xml INFORMATION TABLE FOR FORM 13F ADOBE SYSTEMS INCORPORATED COM 00724F101 46207138 90620 SH SOLE 90620 0 0 ALPHABET INC CAP STK CL A 02079K305 152164008 1162800 SH SOLE 1162800 0 0 ALTUS POWER INC COM CL A 02217A102 5601750 1067000 SH SOLE 1067000 0 0 AMAZON COM INC COM 023135106 51356480 404000 SH SOLE 404000 0 0 APPLOVIN CORP COM CL A 03831W108 78721200 1970000 SH SOLE 1970000 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 23697210 103000 SH SOLE 103000 0 0 ATI INC COM 01741R102 48968500 1190000 SH SOLE 1190000 0 0 BRUNSWICK CORP COM 117043109 153749800 1946200 SH SOLE 1946200 0 0 CHENIERE ENERGY INC COM NEW 16411R208 123706584 745400 SH SOLE 745400 0 0 EQUIFAX INC COM 294429105 135553200 740000 SH SOLE 740000 0 0 FAIR ISAAC CORP COM 303250104 237658469 273633 SH SOLE 273633 0 0 FISERV INC COM 337738108 113874976 1008100 SH SOLE 1008100 0 0 HOWMET AEROSPACE INC COM 443201108 276649000 5981600 SH SOLE 5981600 0 0 INTEL CORP COM 458140100 38532645 1083900 SH SOLE 1083900 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 99975174 908700 SH SOLE 908700 0 0 IQVIA HLDGS INC COM 46266C105 47259350 240200 SH SOLE 240200 0 0 LITHIA MTRS INC COM 536797103 33372290 113000 SH SOLE 113000 0 0 MICROSOFT CORP COM 594918104 174767625 553500 SH SOLE 553500 0 0 NET POWER INC COM CL A 64107A105 29381580 1945800 SH SOLE 1945800 0 0 NET POWER INC *W EXP 06/08/2026 64107A113 2505048 577200 SH SOLE 577200 0 0 PROGRESSIVE CORP COM 743315103 89500250 642500 SH SOLE 642500 0 0 SALESFORCE INC COM 79466L302 125662766 619700 SH SOLE 619700 0 0 STANLEY BLACK & DECKER INC COM 854502101 55012356 658200 SH SOLE 658200 0 0 VISA INC COM CL A 92826C839 215358363 936300 SH SOLE 936300 0 0