0000950123-24-005608.txt : 20240515
0000950123-24-005608.hdr.sgml : 20240515
20240515160017
ACCESSION NUMBER: 0000950123-24-005608
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240515
DATE AS OF CHANGE: 20240515
EFFECTIVENESS DATE: 20240515
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: 24950034
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
03-31-2024
03-31-2024
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 $2.90 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING NET POWER INC SHARES WAS $11.39.
GINO LABRUZZO
CHIEF OPERATING OFFICER
203-862-5800
/s/ GINO LABRUZZO
GREENWICH
CT
05-15-2024
0
24
3038860045
false
INFORMATION TABLE
2
32941.xml
INFORMATION TABLE FOR FORM 13F
ALPHABET INC
CAP STK CL A
02079K305
138493368
917600
SH
SOLE
917600
0
0
AMAZON COM INC
COM
023135106
91091900
505000
SH
SOLE
505000
0
0
APPLOVIN CORP
COM CL A
03831W108
148802234
2149700
SH
SOLE
2149700
0
0
BRUNSWICK CORP
COM
117043109
172616368
1788400
SH
SOLE
1788400
0
0
CHENIERE ENERGY INC
COM NEW
16411R208
112847616
699700
SH
SOLE
699700
0
0
CORE & MAIN INC
CL A
21874C102
36714425
641300
SH
SOLE
641300
0
0
CORE SCIENTIFIC INC NEW
COM
21874A106
8946992
2527399
SH
SOLE
2527399
0
0
CORE SCIENTIFIC INC NEW
NOTE 10.000% 1/2
21874AAB2
9566444
10797341
PRN
SOLE
10797341
0
0
DEXCOM INC
COM
252131107
41277120
297600
SH
SOLE
297600
0
0
EQUIFAX INC
COM
294429105
193470464
723200
SH
SOLE
723200
0
0
FAIR ISAAC CORP
COM
303250104
315476541
252460
SH
SOLE
252460
0
0
FISERV INC
COM
337738108
187500824
1173200
SH
SOLE
1173200
0
0
HOWMET AEROSPACE INC
COM
443201108
385993101
5640700
SH
SOLE
5640700
0
0
INTEL CORP
COM
458140100
33560366
759800
SH
SOLE
759800
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
117241533
853100
SH
SOLE
853100
0
0
META PLATFORMS INC
CL A
30303M102
96630420
199000
SH
SOLE
199000
0
0
MICROSOFT CORP
COM
594918104
219826200
522500
SH
SOLE
522500
0
0
NET POWER INC
COM CL A
64107A105
20804974
1826600
SH
SOLE
1826600
0
0
NET POWER INC
*W EXP 06/08/2026
64107A113
1571510
541900
SH
SOLE
541900
0
0
PROGRESSIVE CORP
COM
743315103
124753824
603200
SH
SOLE
603200
0
0
SALESFORCE INC
COM
79466L302
205344524
681800
SH
SOLE
681800
0
0
STANLEY BLACK & DECKER INC
COM
854502101
59022411
602700
SH
SOLE
602700
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
72079290
529800
SH
SOLE
529800
0
0
VISA INC
COM CL A
92826C839
245227596
878700
SH
SOLE
878700
0
0