0000950123-24-008752.txt : 20240814
0000950123-24-008752.hdr.sgml : 20240814
20240814160506
ACCESSION NUMBER: 0000950123-24-008752
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240814
DATE AS OF CHANGE: 20240814
EFFECTIVENESS DATE: 20240814
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: 241207448
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
06-30-2024
06-30-2024
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 $2.29 PER WARRANT. THE MARKET PRICE FOR THE UNDERLYING NET POWER INC SHARES WAS $9.83.
GINO LABRUZZO
CHIEF OPERATING OFFICER
203-862-5800
/s/ GINO LABRUZZO
GREENWICH
CT
08-14-2024
0
25
3212135661
false
INFORMATION TABLE
2
35184.xml
INFORMATION TABLE FOR FORM 13F
ALPHABET INC
CAP STK CL A
02079K305
153643525
843500
SH
SOLE
843500
0
0
AMAZON COM INC
COM
023135106
123080925
636900
SH
SOLE
636900
0
0
APPLE INC
COM
037833100
32646100
155000
SH
SOLE
155000
0
0
APPLOVIN CORP
COM CL A
03831W108
174911796
2101800
SH
SOLE
2101800
0
0
BRUNSWICK CORP
COM
117043109
61563420
846000
SH
SOLE
846000
0
0
CHENIERE ENERGY INC
COM NEW
16411R208
122328551
699700
SH
SOLE
699700
0
0
CORE SCIENTIFIC INC NEW
NOTE 10.000% 1/2
21874AAB2
17273586
10797341
PRN
SOLE
10797341
0
0
EQUIFAX INC
COM
294429105
188512650
777500
SH
SOLE
777500
0
0
FAIR ISAAC CORP
COM
303250104
372328753
250110
SH
SOLE
250110
0
0
FISERV INC
COM
337738108
169518096
1137400
SH
SOLE
1137400
0
0
HOWMET AEROSPACE INC
COM
443201108
434347613
5595100
SH
SOLE
5595100
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
113221719
827100
SH
SOLE
827100
0
0
LIBERTY MEDIA CORP DEL
COM LBTY ONE S C
531229755
23060640
321000
SH
SOLE
321000
0
0
LOAR HOLDINGS INC
COM SHS
53947R105
1036154
19400
SH
SOLE
19400
0
0
MCKESSON CORP
COM
58155Q103
67398216
115400
SH
SOLE
115400
0
0
META PLATFORMS INC
CL A
30303M102
193116260
383000
SH
SOLE
383000
0
0
MICROSOFT CORP
COM
594918104
231341320
517600
SH
SOLE
517600
0
0
NET POWER INC
COM CL A
64107A105
17481141
1778346
SH
SOLE
1778346
0
0
NET POWER INC
*W EXP 06/08/2026
64107A113
1223074
535075
SH
SOLE
535075
0
0
PROGRESSIVE CORP
COM
743315103
82980145
399500
SH
SOLE
399500
0
0
SALESFORCE INC
COM
79466L302
128138640
498400
SH
SOLE
498400
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
118625325
682500
SH
SOLE
682500
0
0
UBER TECHNOLOGIES INC
COM
90353T100
92652464
1274800
SH
SOLE
1274800
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
63199166
124100
SH
SOLE
124100
0
0
VISA INC
COM CL A
92826C839
228506382
870600
SH
SOLE
870600
0
0