0000950123-24-002507.txt : 20240214 0000950123-24-002507.hdr.sgml : 20240214 20240214160016 ACCESSION NUMBER: 0000950123-24-002507 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KENSICO CAPITAL MANAGEMENT CORP CENTRAL INDEX KEY: 0001113000 ORGANIZATION NAME: IRS NUMBER: 134079277 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10067 FILM NUMBER: 24637320 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 12-31-2023 12-31-2023 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 $2.20 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING NET POWER INC SHARES WAS $10.10. GINO LABRUZZO 203-862-5800 /s/ GINO LABRUZZO GREENWICH CT 02-14-2024 0 22 2640067457 false INFORMATION TABLE 2 30490.xml INFORMATION TABLE FOR FORM 13F ALPHABET INC CAP STK CL A 02079K305 157500475 1127500 SH SOLE 1127500 0 0 ALTUS POWER INC COM CL A 02217A102 6933816 1015200 SH SOLE 1015200 0 0 AMAZON COM INC COM 023135106 77762892 511800 SH SOLE 511800 0 0 APPLOVIN CORP COM CL A 03831W108 86821195 2178700 SH SOLE 2178700 0 0 BRUNSWICK CORP COM 117043109 175359375 1812500 SH SOLE 1812500 0 0 CHENIERE ENERGY INC COM NEW 16411R208 121067532 709200 SH SOLE 709200 0 0 DEXCOM INC COM 252131107 37425544 301600 SH SOLE 301600 0 0 EQUIFAX INC COM 294429105 198351309 802100 SH SOLE 802100 0 0 FAIR ISAAC CORP COM 303250104 303565660 260793 SH SOLE 260793 0 0 FISERV INC COM 337738108 143334360 1079000 SH SOLE 1079000 0 0 HOWMET AEROSPACE INC COM 443201108 308532708 5700900 SH SOLE 5700900 0 0 INTEL CORP COM 458140100 49963575 994300 SH SOLE 994300 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 111040578 864600 SH SOLE 864600 0 0 META PLATFORMS INC CL A 30303M102 71393732 201700 SH SOLE 201700 0 0 MICROSOFT CORP COM 594918104 198060268 526700 SH SOLE 526700 0 0 NET POWER INC COM CL A 64107A105 18698130 1851300 SH SOLE 1851300 0 0 NET POWER INC *W EXP 06/08/2026 64107A113 1208240 549200 SH SOLE 549200 0 0 PROGRESSIVE CORP COM 743315103 97367864 611300 SH SOLE 611300 0 0 SALESFORCE INC COM 79466L302 155147344 589600 SH SOLE 589600 0 0 STANLEY BLACK & DECKER INC COM 854502101 59919480 610800 SH SOLE 610800 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 28693600 275900 SH SOLE 275900 0 0 VISA INC COM CL A 92826C839 231919780 890800 SH SOLE 890800 0 0